Login into ERP, Check For Report Tool option in Homescreen.

1. Kindly Select Type as Chart if you want to create BarChart type Dashboard
    1. Select Formname from first textbox

    2. Select Fields from second textbox and third textbox for X Axis and Y Axis of dashboard . Upon Selection , it will draw BarChart.

    To Add Filters inside Drawn Bar Chart , Click on ADD FILTERS BUTTON
     1. Select field from dropdown

     2. Select Values for selected field
     3. You can click on ADD MORE FILTERS BUTTON, to add fields for filteration
     4. Click on APPLY FILTER BUTTON to apply filters to dashboard.

     5. Click on icon to remove corresponding filter
     6. You can click on RESET FILTERS BUTTON to clear all the applied filters.

    Click on SAVE REPORT BUTTON to save the data, fill all the required details to Generate OTP, enter OTP and save the record into ERP.

2. Kindly Select Type as Excel if you want to create Excel type Dashboard
   1. Enter Data to displayed Excel

   2. Click on Save Report Button to save excel to dashboard, fill all the required details to Generate OTP, enter OTP and save the record into ERP.