Project reporting is an important feature in Fluid and this article will explain how to access existing project dashboards.


To learn how to create a new project dashboard, click here.



Step 1. Navigate to the Projects default dashboard


Click on the Projects tab in the top navigation bar. This will display the project dashboard that is set up as your default dashboard. This dashboard is either:

  • the project dashboard that you have set up as your default dashboard
  • or, if you haven't set up a default dashboard, the project dashboard that was associated to your account when your account was created
  • or, if no dashboard is associated to your account, the project dashboard configured as the default dashboard on your instance.





Step 2. Click on Dashboards


Click on the Dashboards link in the second navigation bar to see the list of saved dashboards that are available to you.





Step 3. Select the dashboard you want to access


The tabs on the left hand side of the dialog represent the dashboard categories. 

  • My Dashboards tab displays your own saved dashboards.
  • The Project Dashboards tab shows all project dashboards that have been set to public.
  • The Resource Dashboards tab shows all resource dashboards that have been set to public.
  • If there are any dashboards that have been saved under another dashboard category, the dialog will display additional tabs for all saved categories.



Once you have identified the dashboard you want to access, click on the Select button.