Standard Reports Dashboard Widgets
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===Standard Reports=== | ===Standard Reports=== | ||
| − | * 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 | + | 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 Stanrad Reports Dashboard opens, scroll down to the Widget you need in order to view all the Stard 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 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 Screen. Please to Yang about the Filters so | + | * 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 23:22, 4 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 Stanrad Reports Dashboard opens, scroll down to the Widget you need in order to view all the Stard 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.
