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BalanceAAP > Reports > Dashboard

Reports

On the DASH > Reports tab, determine options and run or export reports from DASH Graphics and Data.

Plan Groups menu

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

  • All Plans

OR

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

Sections menu

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

Settings menu

Choose how you would like the graph information to be displayed:

  • Graph and Data
  • Graph Only
  • Data Only

The default selection is: Graph and Data.

Output menu

Under View report as, select either:

  • Preview

OR

  • Export

Under Export report as, choose to save the report in a:

  • Single (consolidated) File

OR

  • Separate Files (contained in one ZIP file for download)

Click [Run Report].