Include project data in reports

When you include a project in the dashboard, specific project data is included in dashboard reports.

Companion lets you determine the specific project data, or key metrics, to track on the dashboard. This project data is referred to as "global" data because it is available to all users through standard forms. The dashboard aggregates the global data values from all projects that are included in the repository and displays the results in dashboard reports to provide insight in to your improvement initiative. When all projects are set up to collect the same global data in the same way, you can be sure that dashboard reports are accurate and up-to-date.

By default, any new project you create is excluded from dashboard reports. When a project is excluded, its data is not included in dashboard reports, and only the project owner, data architects, administrators, and any named users can access it. You might exclude a project that hasn't been approved yet, or is one that does not contribute to the improvement initiative, such as a standalone process map.

Always include projects when you want the global data values to be included in dashboard reports. You can include a project in the dashboard in the following ways:
Saving a project for the first time
When you save a project for the first time or when you save an existing project as a new project, choose File > Save Project As, and then select the option.
Uploading a project or a folder
When you upload a project or a folder of projects to the repository, choose File > Open > Computer. Choose Upload Projects or Upload Folder, find the item to upload, and then select the option.
Including the project from the desktop app
When you want to include a project that is currently excluded, choose File > Share > Include in Dashboard. Click Include in Dashboard, and then select the option.
Including the project from the project repository
When you want to include a project that is currently excluded, select the project in the repository, and then select the option.
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