View the Dashboard

Open the dashboard

You can open the dashboard from the desktop app.

  1. Choose File > Dashboard.
  2. Sign in using your email address and the password you created when you activated your Companion account.

The dashboard

The dashboard is a component of the web app you use to view reports. Dashboard reports summarize data from projects that are stored in the project repository. An example of a dashboard report is shown below.
Dashboard reports may contain any of the following components:
A: Report
A collection of filters, summaries, and column sets.
B: Filters
Allows you to focus on a subset of projects, based on a condition, such as region, location, or project status.
C: Summaries
Displays aggregate project data, such as the number of projects in each division, the average duration of projects, or the total project savings by quarter. Also displays optional targets.
D: Column sets
Determines the fields that are displayed for each project in the projects list.
E: Projects list
Displays a list of all projects meeting the current filter's criteria.
F: Help button
Gives you access to topics, videos, the Quick Tour, and the download link for the desktop app.
G: Actions menu
Gives you access to common tasks, such as editing, copying, and creating new reports, saving a report as a PDF, and setting default reports.

Your view of the dashboard

Most reports on the dashboard are public. Unless you are a data architect or an administrator, you can't create or edit public reports, but you can change what you see by applying filters. For example, you might want to filter a report by your business unit or location. For more information, go to Apply filters.

If you see a public report that you like, you can copy it, and then edit it to suit your personal preferences. You can create reports, but you can't make them public. Only you can view and edit your personal reports. For more information, go to Create and edit reports.
Note

Data architects manage public reports. If you are a data architect, go to Create and edit public reports.

What's next

For videos, how-to's, and glossary terms, go to Companion Support.

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