Manager Dashboard
Learn how to build, manage and review reports within the Manager Dashboard.
By Nancy1 author13 articles
- Manager Dashboard: Viewing submitted reportsReview reports efficiently from the Manager Dashboard. You can approve instantly or reject with feedback to guide improvements.
- Manager Dashboard: Printing or saving a report as a PDFNeed a hard copy or shareable version of a submitted report? Follow these steps to quickly export any report as a PDF.
- Manager Dashboard: Exporting report dataNeed to analyze or work with your report data outside of EDGEauditor? You can export it as a CSV file and open it in a spreadsheet tool like Excel or…
- Manager Dashboard: Linking a report to an incident reportTo link a report to multiple incident reports, correct an incorrect link, or add a link that was missed at submission, manage these associations from the Manager Dashboard.
- Manager Dashboard: Report groupsControl who sees what. This guide explains how to set up and manage report groups so each user only sees the reports relevant to their role.
- Manager Dashboard: Organizing reports into foldersGot a lot of reports? Organizing them into folders makes it easier for your team to find what they need quickly in the Resorts app.
- Manager Dashboard: Missing report alertsNever let a late report slip through the cracks! Missing report alerts notify designated staff members when an expected report hasn't been submitted by a set time - helping your…
- Manager Dashboard: Email subscriptionsNever miss a report submission! With email subscriptions, you'll automatically receive a PDF copy of a report each time it's submitted - no need to log in and check manually.
- Manager Dashboard: How to create custom filters for reportsMake it easy to quickly locate a report submission by creating custom filters
- Manager Dashboard: Approval groups for reportsIf your property requires reports to go through multiple layers of review before they're considered approved, approval groups let you build that process directly into the report workflow.
- Manager Dashboard: Different report layouts explainedChoose from three flexible options for building your reports - grid, single and multi page. You can even mix and match them within the same report.
- Manager Dashboard: Available question typesA look at the different question types that can be added to a report.
- Manager Dashboard: How to build report templatesEDGEauditor lets you digitize any paper-based report, log or checklist. This guide walks you through building a new report template from start to finish.