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BalanceAAP > Reports > Dashboard

JUMP TO: DASH > View

KEY TOPICS:

  • (Where installed) Select Plan Groups for Inclusion in DASH Report
  • Determine DASH Report Settings
  • Output and Export DASH Report

Run Reports from DASH Information

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

Select Plan Groups for Inclusion in DASH Report

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.

Cross-reference: If you are an Administrator and would like to use Plan Groups, see:

Master Plan Reporting Levels > Rollups and Plan Groups.

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

Determine DASH Report Settings

Choose how you would like the content to be displayed:

  • Graph and Data
  • Graph Only
  • Data Only

The default selection is: Graph and Data.

Output and Export DASH Report

Under View report as, select either:

  • Preview

OR

  • Export

Under Export report as, choose:

  • Single (consolidated) File

OR

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

Click [Run Report].