Users with the "Enhanced Reports" permission will be able to view the following three dashboards inside their program:
Each Dashboard is interactive and can be used to summarize and export data.
NOTE: These Reports will be synced with your data every 24 hours.
Summary Dashboard
1. Select Reports > Summary Dashboard
The Dashboard will be displayed.
The Top left of the dashboard displays the following buttons:
-
Filter
- This button will display a pop-up of all the filterable fields for this dashboard
- This button will display a pop-up of all the filterable fields for this dashboard
-
View Filtered List
- This button will take all the information you see and filter it down on the View All Requests page.
Note
Clear Filters will conditionally display when a filter is applied on the dashboard. Selecting this button will reset the dashboard.
Each Widget will also have additional actions that can be taken.
1. Clear - Will reset one specific widget.
2. CSV - Will export the information to a CSV file.
Total Cost Dashboard
1. Select Reports > Total Cost Dashboard
The Dashboard will be displayed.
The Top left of the dashboard displays the following buttons:
-
Filter
- This button will display a pop-up of all the filterable fields for this dashboard
- This button will display a pop-up of all the filterable fields for this dashboard
-
View Filtered List
- This button will take all the information you see and filter it down on the Total Cost Report page within Work Orders
Note
Clear Filters will conditionally display when a filter is applied on the dashboard. Selecting this button will reset the dashboard.
Each Widget will also have additional actions that can be taken.
1. Clear - Will reset one specific widget.
2. CSV - Will export the information to a CSV file.
Labor Dashboard
1. Select Reports > Labor Dashboard
The Dashboard will be displayed.
The Top left of the dashboard displays the following buttons:
-
Filter
- This button will display a pop-up of all the filterable fields for this dashboard
- This button will display a pop-up of all the filterable fields for this dashboard
-
View Filtered List
- This button will take all the information you see and filter it down on the Labor Report within Work Orders
Note
Clear Filters will conditionally display when a filter is applied on the dashboard. Selecting this button will reset the dashboard.
Each Widget will also have additional actions that can be taken.
1. Clear - Will reset one specific widget.
2. CSV - Will export the information to a CSV file.
Facilities Asset Dashboard
1. Select Reports > Facilities Asset Dashboard
The Dashboard will be displayed.
The Top left of the dashboard displays the following buttons:
-
Filter
- This button will display a pop-up of all the filterable fields for this dashboard
- This button will display a pop-up of all the filterable fields for this dashboard
-
View Filtered List
- This button will take all the information you see and filter it down on the View All Assets page within Work Orders
Note
Clear Filters will conditionally display when a filter is applied on the dashboard. Selecting this button will reset the dashboard.
Each Widget will also have additional actions that can be taken.
1. Clear - Will reset one specific widget.
2. CSV - Will export the information to a CSV file.
Technology Asset Dashboard
1. Select Reports > Technology Asset Dashboard
The Dashboard will be displayed.
The Top left of the dashboard displays the following buttons:
-
Filter
- This button will display a pop-up of all the filterable fields for this dashboard
- This button will display a pop-up of all the filterable fields for this dashboard
-
View Filtered List
- This button will take all the information you see and filter it down on the View All Assets page within Work Orders
Note
Clear Filters will conditionally display when a filter is applied on the dashboard. Selecting this button will reset the dashboard.
Each Widget will also have additional actions that can be taken.
1. Clear - Will reset one specific widget.
2. CSV - Will export the information to a CSV file.
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