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
Displays the collection of filters, summaries, and column sets.
2: Filters
Allow you to focus on a subset of projects, based on a condition, such as region, location, or project status.
3: Summaries
Display aggregate project data, such as the number of projects in each division, the average duration of projects, or the total project savings by quarter. Summaries can also display optional targets.
4: Column sets
Determine the fields that are displayed for each project in the projects list.
5: Projects list
Displays a list of all projects 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
Gives you access to topics and videos, and on the Projects page, the download link for 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 public reports.

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 Create private reports.

What's next

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

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