Standard Reports Dashboard Widgets

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*Click on the "Dashboards Menu" Dropdown (the second dropdown menu from the top of the system/screen).
 
*Click on the "Dashboards Menu" Dropdown (the second dropdown menu from the top of the system/screen).
 
*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, scroll down to the Widget you need in order to view all the Standard Reports available in the System.
  
* 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.
+
* 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.
 
* Reports can be moved around. They pin to the Dashboard position.
 
* Reports can be moved around. They pin to the Dashboard position.
 
* 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.
 
* 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.
 
* 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.  
 
* 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.  
 
* Advanced Reports can be scheduled and sent out to people. This will be done next week.
 
* Advanced Reports can be scheduled and sent out to people. This will be done next week.

Revision as of 03:54, 5 July 2021

Standard Reports

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

  • Click on Dashboard ---> 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).
  • Scroll down and select "Standard Reports."
  • When the Standard Reports Dashboard opens, scroll down to the Widget you need in order to view all the Standard Reports available in the System.
  • 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.
  • Reports can be moved around. They pin to the Dashboard position.
  • 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.
  • 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.
  • Advanced Reports can be scheduled and sent out to people. This will be done next week.