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 and set your preferences. ** Note ** If you setup a schedule, do not forget to add recipients to receive the report ( Including Yourself )