Dashboards are the perfect solution for creating your own pre-defined reports and then saving them so they can be accessed over and over again.


Saved Reporting Dashboards can be accessed from the top of the Project Dashboard reporting page under Dashboards





Create a new dashboard from Project Search functionality


Click on Create and select New Project Search.





Fill in the fields you want to search on. Click on Search.





The results for your search criteria will be displayed. If you are happy with the returned results, click on Save As Dashboard.





Enter all the details for the new Dashboard - making sure they are sufficiently descriptive so it is clear what the Dashboard is for.

Click on Save. Your new Dashboard will be available by clicking on Dashboards and selecting it from the dialog.




Save a report layout as a dashboard


You can also create a new dashboard from a Report Layout. Once your report has the layout and applied filters that give you the view that you want, you can save it as a dashboard by simply clicking on Save As Dashboard.







Editing a dashboard


Once you have selected a Dashboard you can edit and apply different filters and/or change the Report Layout. Then you can select:

  • Update Watchlist: to update the current saved Dashboard
  • Save As New Dashboard to create a new Dashboard with the new view





A dashboard can also be editied via the Edit button next to the dashboard title.





From here you can change the search criteria and make your updates using the dashboard editing dropdown menu.