Create a report from a dashboard
Click "Financials" and "Financial Dashboard" in the left menu. Then click on the dashboard for which you want to create a report and the icon with three dots (···) in the top right corner. Then click on "Create report from dashboard"
This report can then be saved as a report template by clicking on the icon with three dots (···) in the top right corner and "Save as template".
Create a dashboard from a report
It is also possible to create a dashboard from a report. You do this in "Edit Report" and then click on the icon with three dots (···) to the right and then on "Create dashboard".
Then click on "Copy". Note that only graphs and tables will be copied to the dashboard. The report will remain in "All reports".
The dashboard created from the report is now available. Here you can choose whether it should be visible for everyone and whether it should be a primary dashboard. Click "Save" when you have finished editing.