A dashboard report is a collection of filters, summaries, and column sets. Reports provide at-a-glance insight into your entire deployment. Only projects that are "included" in the dashboard contribute to the reports.

Report components

The following image is an example of a dashboard report.
A dashboard report contains 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: 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.
G: Help button
Gives you access to topics, videos, the Quick Tour, and the download link for the desktop app.

Public and private reports

The symbol beside the report name indicates whether the report is public or private.
Symbol Description
A public report can be viewed by all users, but it can only be edited by data architects and administrators. For more information, go to Create public reports.
A private report can only be viewed and edited by the user who created it. For more information, go to Create and edit reports.
Note

If a project does not appear in a report, then the project might have been saved to the repository after the dashboard refreshed. The dashboard refreshes approximately every 10 minutes. If, after a 10-minute interval, the project still does not appear, then it might not meet the report's filter criteria.

Choose a report

You can choose different reports to view different aspects of your deployment.

To choose a different report, click the expand button .

Save a report as PDF

You can save a report as PDF so that you can send it to others who don't have a Companion subscription. You can also save a report as a PDF to create a snapshot of report data at a specific point in time.

Choose Actions > Save as PDF.

Set a default report

During the set up of Companion, a data architect likely set a company-wide default report. However, you can set a personal default report.

To set a personal default report, choose the report you want to see after you sign in, and then choose Actions > Set as Default Report.

To return to the company-wide default report, choose your personal default report, and then choose Actions > Remove as Default Report.

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