Add a report or dashboard link to an existing category
​
​

1. Using Universal Search, navigate to the Report Library Placements table
​
2. Click the 'Add Report Library Placements' button at the top of the table (requires Global Setting Edit permission)
​
3. Set the Report Library Category that you want the report to appear in
​
4. If linking a report, select the desired report in the Report field. If linking a dashboard, select the dashboard in the Dashboard field

- One and only one of these fields should be filled in.
​
5. Set the sequence of the link within the category
​
6. If desired, add keywords not included in the report title that users can search by on the tab

- Separate keywords with a semicolon (example: keyword1;keyword2;keyword3)
​
7. Save
​
​
​
​

Create a new category on an existing tab
​
​

1. Using Universal Search, navigate to the Report Library Categories table

2. Click the 'Add Report Library Categories' button at the top of the table (requires Global Setting Edit permission)

3. Select which dashboard tab in the Report Library you want the category to appear on

4. Give the category a name, set the sequence in relation to other categories, and choose a matching icon

5. Save
​
​
​

Add a custom dashboard as a new tab
​
​

1. Using Universal Search, navigate to the Dashboards table

2. Filter to the custom dashboard that you want to add to the Report Library - Beta

3. Edit the 'Dashboard Subcategory' field and set it to "Report Library - Beta"

4. Control the sequence of the tab

5. Now the dashboard will be visible as a tab in Report Library - Beta to users who have permission to see it and have a Dashboard role