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.

Learn about the dashboard

The Engage dashboard summarizes project data into reports to give users and stakeholders information about the deployment. Dashboard reports allow you to see the aggregated data for key metrics across the deployment, as well as details such as status, phase, or the individual contributions of a single project.

The dashboard is a component of the web app. 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 include any of the following components.
1: Report
An aggregated collection of deployment metrics organized into graphs and tables to communicate the status of an organization's entire initiative.
2: Filters
Allows you to focus on a subset of projects or tasks based on a condition, such as region, location, or project status.
3: Summaries
Displays aggregate project or task data, such as the number of projects or tasks in each division or the average duration of projects or tasks. Summaries can also display optional targets.
4: Column sets
Determines the fields that are displayed in the Projects or Tasks list.
5: Projects or Tasks list
Displays a list of all projects or tasks that meet the criteria of the selected filters.
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
Opens the Help panel so you can access Help topics and instructional videos. From the Help panel on the Projects page, you can download the desktop app.

Learn about your view of the dashboard

Most reports on the dashboard are public. However, only data architects can create or edit public reports. If you are a data architect, go to Create a report.

To personalize your view of a public report, you can apply filters. For example, you might want to filter a report by your business unit or location. For more information, go to Apply filters.

You can also create private reports that only you can view and edit. To save time, copy a public report that you like, then edit it to create a custom private report. For more information, go to What is edit mode?.

What's next

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