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 .
- To return to the company-wide default report, select your private default report, then choose .
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 .