Standard Reports Dashboard Widgets
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===Standard Reports=== | ===Standard Reports=== | ||
| − | To Navigate to this Dashboard and the Widgets (and access | + | |
| − | *Click on | + | 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). | + | *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." | *Scroll down and select "Standard Reports." | ||
| − | *When the Standard Reports Dashboard opens, | + | *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. | ||
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| + | <b>NOTES:</b> | ||
| + | *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. | ||
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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]]. | |
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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.
