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Create a custom report

In this workflow, you will perform an entire workflow an analyst goes through when performing investment research. You will create a new dashboard, add at least 3 new widgets, create a new group, and link it with the existing widgets. Finally, you will add a note to a Dashboard and export it to PDF.

  • Create a new dashboard
  • Add at least 3 new widgets to the dashboard
  • Create a new group and link it with the existing widgets
  • Add a note to a Dashboard and export it to PDF