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[Customer Dashboard] Adding Custom Reports/Links

edited Mar 19, 2024 4:31PM in Ask A Guru 4 comments


We have created a Custom Report which details Sales by Customer, by Brand - detailed on a month-by-month basis.

I am looking for the best way to incorporate this report onto our standard Customer Dashboard. At minimum, I am looking to include a link - on the Customer dashboard - to the report which auto-filters it by the Customer whose dashboard the report is accessed via.

However, if it is possible to include some live data on the Customer Dashboard (i.e. sales for the Fiscal Year, etc.) this would be even better.

If you need any further information, please let me know.

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