18 articles
Dashboards and Reports Help
Use project and organization dashboards, operational reports, filters, and exports.
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3Quick reference
3The 60-second dashboard and report model
Financial report cards may appear in the Reports index when the Financial package and permissions are enabled, but their detailed use is intentionally excluded here. See Constructable Financials Help Articles.
Read articlePermissions, packages, platforms, and availability
Learn about permissions, packages, platforms, and availability in Constructable.
Read articleTroubleshooting dashboards and reports
Check the permission for the card's workflow, then its package or organization setting. For example, RFI and Submittal cards require their read permissions; the Commitments card also requires Financials and all-commitments access.
Read articleDashboards
5Choosing between Dashboards, Project Reports, and Global Reports
Choose the narrowest view that answers the question.
Read articleUsing the project Dashboard
The project Dashboard gathers current project work into one landing page.
Read articleReviewing project metrics, Ball-in-Court, and notifications
Dashboard metrics emphasize active work and exceptions.
Read articleUsing the Global Dashboard
The Global Dashboard presents selected organization-wide information without requiring you to enter each project.
Read articleReviewing Global widgets, Ball-in-Court, and notifications
Global panels are triage tools for supported cross-project work.
Read articleProject Reports
3Choosing and opening a project Report
Project Reports organize one project's operational data into filterable grids.
Read articleWorking with Daily Log Reports
Daily Log Reports turn field entries into project-level operational review.
Read articleWorking with RFI and Submittal Reports
RFI and Submittal Reports provide workflow detail beyond Dashboard counts.
Read articleGlobal Reports and exports
4Choosing and opening a Global Report
Global Reports aggregate supported information across the organization.
Read articleWorking with cross-project and compliance Reports
Global Reports answer questions that span project boundaries.
Read articleFiltering, grouping, searching, and reading Reports
Report controls help reduce a large grid to the rows needed for one decision.
Read articleExporting and sharing Reports
Most active Report grids provide a PDF export based on the current Report context.
Read article