The 'Reports' Widget
Written by Don
Updated over a week ago
  • The 'Reports' Widget contains our standard, off-the-shelf reports (click 'Add Widget' on your Dashboard if the widget is not currently displaying)

  • Subscription systems have Beta access to our newer reports group (ie. Metrics, Utilization, etc)

  • Once you locate the report you wish to run, you will need to click the "+" icon and enter your parameters and click 'Generate'. Please Note: some combinations of parameters can lead to a conflicting query, triggering an error - if this happens, review and adjust your report parameters and try again.

Note: If a report is not appearing in the list as expected, it is because permissions on that report are not extended to you. Your Administrator will be able to adjust this accordingly.

If you're following the training plan, please proceed to: Project Level Metrics Report.

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