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How to add Custom Cards on Reports / Dashboard

To add a Custom Card on Report/Dashboard:

  1. Log in to your account.

  2. Choose the Client and make sure you are under Reports tab for reports and Dashboards tab for dashboards

  3. Then select Choose from a Template or Start from Scratch

  4. Review or add the data you would like to see by clicking the + option

  5. You will be presented with the Customizer menu, click the ”Custom Cards” option and select the card you want to add to the report.