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: 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.

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.

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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