What is a dashboard report?

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 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.
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. Summaries can also display 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 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.

Choose a report

You can choose different reports to view different aspects of your deployment.

To choose a different report, select the expand button beside the report name.

Set a default report

You can use the company-wide default report that a data architect set, or you can set a private default report.
  • To set a private default report, select the report you want to see after you sign in, then choose Actions > Set as Default Report.
  • To return to the company-wide default report, select your private default report, then choose Actions > Remove as Default Report.

Save a report as PDF

You can save a report as PDF so that you can send it to others who do not have a Engage 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.

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