Reports

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Table of Contents

Run Reports from Dashboard Content Select Plan Groups for Inclusion in a Dashboard Report Sections menu Determine Dashboard Report Settings Output and Export the Dashboard Report

Run Reports from Dashboard Content

Access the Dashboard > Reports tab to determine report options and run/export reports from Dashboard Graphics and Data.

Select Plan Groups for Inclusion in a Dashboard Report

If this menu is active in your installation, select to display results for:

All Plans
Specific Plan Groups — Then choose one or more Plan Groups from the provided menu.

Cross-reference: If you are a plan owner/Administrator and would like to use Plan Groups, see: Reporting Levels > Plan Groups.

In the Sections menu, choose which of the View-tab Exhibits to include in a report:

Exhibit 1 — Pie Charts
Exhibit 2 — Summary
Exhibit 3 — Map / Metrics
Exhibit 4 — Scorecard

Determine Dashboard Report Settings

Choose how you would like the content to be displayed:

Graph and Data
Graph Only
Data Only

The default selection is: Graph and Data.

Output and Export the Dashboard Report

Under View report as, select either:

Preview (HTML)
Export (PDF)

Under Export report as, choose:

Single (consolidated) File
Separate Files (contained in one ZIP file for download)

Click [Run Report].