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Is there a way to add a key or legend to list reports on a dashboard? (i.e., green = due today; yellow = due tomorrow red = past due, etc.)


Level 2

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Level 3

I *think* this is what you're referring to...screenshot 1 shows the dashboard with the color coding. Screenshot 2 shows how to get into the conditional formatting that allows you to set up colors to mean certain things. You can customize the language used in the color coding to indicate what you want the color to stand for. In screenshot 1, we decided to change "Behind" to "It's getting close..." and "Late" to "Yikes! I'm late!" I do not know of any other way to create a legend like what is seen on the chart reports.


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