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BalanceAAP > Reports > Dashboard

Reports

On the DASH > Reports tab, you can determine options for running or exporting 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].