REPORTS AND DASHBOARDS CHECKLIST
Before users can use the Reports and Dashboards module, the module must first be configured. See Setting Up Modules before proceeding.
Reports and Dashboards are placed and managed within Report Folders.
Users must share Report Folders to allow other users to view and access the Reports and Dashboards within.
By default, no Entities are enabled for the Reports and Dashboards module. Before users can create Reports and Dashboards, administrators must allow Reports and Dashboards for Entities.
Users can create Reports to display Entity records in a customized tabular format.
Users can customize and edit what fields a Report displays and how it visually arranges those fields.
Users can export Reports as .CSV or spreadsheet files.
After Reports are created, the information within Reports can be used to create Dashboards.
Various types of graphical statistics can be added and configured for Dashboards.
Users can edit, move, and delete Folders, Reports, and Dashboards in the Reports Module.
<< About the Reports Module