The reporting dashboard’s widgets display key visual reports, including graphs and charts, summarizing frequently accessed data from the past six months. You can easily access performance insights for each parameter. The dashboard is fully customizable and can be managed at any time to reflect your data needs.
View Reporting
➡️ Reporting tab.
Add reporting widgets
➡️ Navigate to Quick links > Select Add/remove dashboard widgets.
Clicking on 'Add/remove dashboard widgets' will now open up the customisation window, which will allow you to select or unselect the widgets you would like to show up on your reporting dashboard. Tick or untick the reports as necessary and click save to close the window.
You can scroll down in this window for more widgets, however, if the user does not have access to run a specific report, it will not show up here either.
Your chosen reporting widgets will now be displayed on the reporting dashboard as below. You can arrange which order they display in simply by dragging the individual widgets around to suit your personal needs and/or preferences.
Remove reporting widgets
➡️ Navigate to Quick links > Select Add/remove dashboard widgets.
To remove any widgets, remove the tick(s) from the un-needed widgets, then click the 'save' button to exit.
Using the Hamburger Icon
Upon clicking the hamburger icon in the top-left corner, a list of parameters will appear to view the reporting details.
You can select the desired parameter and its corresponding options as needed. For example, if you want to view the reporting data for additional works assigned to jobs, you should select the option as Jobs > Additional Works. In the same way, you can access reporting data for any required parameters in the list.