Open the dashboard

You can open the dashboard from the desktop app.

  1. Choose File > Dashboard.
  2. Sign in to the web app. Use the email address and the password you created when you activated your Engage 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. The following image is an example of a dashboard report.
Dashboard reports may contain any of the following components:
1: Report
A collection of filters, summaries, and column sets.
2: Filters
Allows you to focus on a subset of projects, based on a condition, such as region, location, or project status.
3: 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.
4: Column sets
Determines the fields that are displayed for each project in the projects list.
5: Projects list
Displays a list of all projects meeting the current filter's criteria.
6: 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.
7: Help button
Gives you access to topics, videos, and the download link for the desktop app.

Your view of the dashboard

Most reports on the dashboard are public. Unless you are a data architect, you can't create or edit public reports, but you can change what you see on a public report 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 edit it to create a personal report. Only you can view and edit your personal reports. For more information, go to Create and edit reports.

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

What's next

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

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