Dashboard Report - Overview Projects |
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Dashboard Reports The dashboard will allow you to setup and run overview reports. You can run reports based on Project, User, Group or Locations. You can also setup the reports to watch for individual responsibilities or just to monitor overdue items.
Create Edit Delete Dash Board
Create a Dashboard Click on the "New Dashboard" icon Enter in a Name & Description and click Save
Create Add Print Change Print Delete Email Schedule Item Notes Screen View Report Now Report
Click Create a new item
Select the Project(s) that you would like to monitor. To select more than one project hold down the Ctrl key and click. Click Save.
Your dashboard allows for as many items or projects to be monitored as you want. You can add notes below any selection by clicking the "Add Notes" icon
The Dashboard reports are all interactive, you can click in the grids or charts to take you directly to the report section being referenced for more detailed reporting.
You can setup this report to come out on any schedule you want. It will be emailed direct to you out of Plans and Specs. To Schedule a Report Click on the schedule icon |