Standard Reports Dashboard Widgets

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===Standard Reports===
 
===Standard Reports===
To Navigate to this Dashboard and the Widgets (and access Stanrard Reporting) follow these steps:
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*Click on Dashboard ---> Home (In the menu on the left-hand side of the system/screen).
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To Navigate to this Dashboard and the Widgets (and access Standard Reporting) follow these steps:
*Click on the "Dashboards Menu" Dropdown (the second dropdown menu from the top of the system/screen).
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*Click on Home (In the menu on the left-hand side of the system/screen).
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*Click on the "Dashboards Menu" Dropdown (the second dropdown menu from the top of the system/screen, just next to the left-hand side menu containing the company logo and your name/image).
 
*Scroll down and select "Standard Reports."
 
*Scroll down and select "Standard Reports."
*When the Stanrad Reports Dashboard opens, scroll down to the Widget you need in order to view all the Stard Reports available in the System.
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*When the Standard Reports Dashboard opens, it will display a set of Standard Reports.
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*14 Reports Max can be included in each Dashboard - to display more Reports, create a 'New Standard Reporting Dashboard' by clicking on the '+' dropdown arrow (next to the Dashboards menu). You can remove Reports from the Dashboard by clicking on the 'X' on the top right of each Report Widget. This will then display a placeholder, into which you can add a new Report. Click the '+' button (that appears in the centre of the empty Report Widget container) to add a new Report and then select the desired Report from the dropdown menu (specifying if you want to display a full-width or half-width Report).
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* Reports can be moved around and repositioned - meaning that Users can display Reports in a custom arrangement.
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* Reports can be written using the Standard Reporting Tool. Once written they can be added to the Standard Reporting Dashboard.
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<b>NOTES:</b>
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*Standard Reports can’t be filtered by User Group. It isn't possible to define a fixed set of Reports to be displayed to display to particular Users/User Groups on the Standard Reports Dashboard.
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*Standard Reports (and their content) are visible to Employees as follows:
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**The data that Employees can see on individual Reports is predicated on the permissions assigned to their User Group.
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**That is, not all Employees will be able to see all data on all Standard Reports (even if they can access/see the Report itself). Employees will only be able to see data on each/any given Standard Report that the permissions settings in the User Group/s assigned to their User Profile allow.
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* 10 Reports Max can be included in each Dashboard. You can Remove Reports using the remove button on the Report. This will then show a placeholder, which can then be used to add a new report. Click the + button. to add Report.
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To find out more about how to create and edit Standard Reports, go to [[Reports-creating#Creating_Reports_using_the_Standard_Report_Writer|Creating Reports using the Standard Report Writer]].
* Reports can be moved around. They pin to the Dashboard position.
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* Reports can be written using the Standard Reporting Tool and Advanced Reports & Metrics Tool. Once Written they can be added in to the respective Dashboard.
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* Advanced Reports have filters available. Filters are able to be updated in the Advanced Reports & Metrics Dashboard via the Icon on top right of the Screen. Please to Yang about the Filters so the Filter Types can be documented.
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* Advanced Reports can be scheduled and sent out to people. This will be done next week.
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Latest revision as of 22:05, 14 February 2024

Standard Reports

To Navigate to this Dashboard and the Widgets (and access Standard Reporting) follow these steps:

  • Click on Home (In the menu on the left-hand side of the system/screen).
  • Click on the "Dashboards Menu" Dropdown (the second dropdown menu from the top of the system/screen, just next to the left-hand side menu containing the company logo and your name/image).
  • Scroll down and select "Standard Reports."
  • When the Standard Reports Dashboard opens, it will display a set of Standard Reports.
  • 14 Reports Max can be included in each Dashboard - to display more Reports, create a 'New Standard Reporting Dashboard' by clicking on the '+' dropdown arrow (next to the Dashboards menu). You can remove Reports from the Dashboard by clicking on the 'X' on the top right of each Report Widget. This will then display a placeholder, into which you can add a new Report. Click the '+' button (that appears in the centre of the empty Report Widget container) to add a new Report and then select the desired Report from the dropdown menu (specifying if you want to display a full-width or half-width Report).
  • Reports can be moved around and repositioned - meaning that Users can display Reports in a custom arrangement.
  • Reports can be written using the Standard Reporting Tool. Once written they can be added to the Standard Reporting Dashboard.

NOTES:

  • Standard Reports can’t be filtered by User Group. It isn't possible to define a fixed set of Reports to be displayed to display to particular Users/User Groups on the Standard Reports Dashboard.
  • Standard Reports (and their content) are visible to Employees as follows:
    • The data that Employees can see on individual Reports is predicated on the permissions assigned to their User Group.
    • That is, not all Employees will be able to see all data on all Standard Reports (even if they can access/see the Report itself). Employees will only be able to see data on each/any given Standard Report that the permissions settings in the User Group/s assigned to their User Profile allow.


To find out more about how to create and edit Standard Reports, go to Creating Reports using the Standard Report Writer.