Install a Report from the Report Library

Creation date: 6/12/2026 11:14 AM    Updated: 6/12/2026 11:14 AM

Overview

This article helps you install a pre-built report. You may need this when you want a ready-made dashboard instead of building a custom report from scratch.

Before you begin

  • You need access to Reporting (Arbol).

Steps

  1. Click Config.
  2. Click Platform Settings.
  3. Click Reporting (Arbol).
  4. Click Report Library.
  5. Review the available reports.
  6. Find the report you want.
  7. Click Install.
  8. Wait for the report list to refresh.
  9. Confirm the report now shows as Installed in the library.

Troubleshooting

  • If Install does not complete, then close and reopen Report Library and try again.
  • If the report does not appear in the main list right away, then refresh the report list.
Dashboard errors, export issues