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 most focused view that answers your question.
Read articleUsing the project Dashboard
Use the project Dashboard as a starting point for the current work on one project.
Read articleReviewing project metrics, Ball-in-Court, and notifications
Use Dashboard metrics to spot active work, overdue items, and other exceptions that may need attention.
Read articleUsing the Global Dashboard
Use the Global Dashboard to review selected organization-wide information without opening every project.
Read articleReviewing Global widgets, Ball-in-Court, and notifications
Use Global panels to find cross-project work that needs follow-up, then open the source record for details.
Read articleProject Reports
3Choosing and opening a project Report
Use Project Reports when you need to filter and review operational data from one project in a structured grid.
Read articleWorking with Daily Log Reports
Use Daily Log Reports to review field entries across dates, companies, people, and enabled sections for one project.
Read articleWorking with RFI and Submittal Reports
Use RFI and Submittal Reports when you need the records behind Dashboard counts, including participants, dates, statuses, and Ball-in-Court.
Read articleGlobal Reports and exports
4Choosing and opening a Global Report
Use Global Reports to review supported information across your organization in one place.
Read articleWorking with cross-project and compliance Reports
Choose a Global Report when your question spans more than one project.
Read articleFiltering, grouping, searching, and reading Reports
Use report controls to narrow a large grid to the rows you need for a decision or review.
Read articleExporting and sharing Reports
Most active Report grids let you create a PDF from the filters, grouping, and context currently on screen.
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