Add reports or dashboards to the FM AX View


Who can do this: Only System or App Admins have permission to add screens to the FM AX View.


To add a screen (such as a report, dashboard, or KPI list) to the FM AX View:
  • Open the FM AX app

  • Hover over the left-hand navigation panel

  • Click the pencil icon in the top-right corner of the left navigation panel.

  • Click Add Screen

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In the pop-up window:

  • Choose the type of screen you want to add (e.g., Report, Dashboard, KPI List)

  • Use the dropdown menu to find and select the specific report or dashboard name

  • Click Add Report in the bottom-right corner to confirm


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