Creating a Report
Click on Create+ > Report
Add the title and a short description (optional)
Set the required Date Range. Note; this page is dynamic, meaning that the information will update regularly based on new information in the system. If you select Last Month, the report will always show the details for the previous month
Click on 'Add a widget', the side-draw will appear on the right hand side
To select a widget from the embedded Dashboard widgets
Choose your report type from; All, Stakeholder, Interaction, Task
Select one of the Dashboard widget options from the dropdown
Click on 'Add to dashboard'
6. To build your own widget:
Click on 'Create New'
Add in a widget title
Choose your record type from; Stakeholder, Interaction, Task
Choose the data that you would like to show in the widget
Select the Chart type to show the data
A preview of the widget will show at the bottom of the side-draw
Click on 'Add to dashboard'
7. Add a note to the report to give additional information on the charts, or relative information relating to your project.
8. The report can be exported and downloaded as a PDF via the print icon in the top right-hand corner of the page