Creating dashboard reports in PlanStreet allows you to craft visual representations of your data to gain insights and make informed decisions. PlanStreet reports are interactive and dynamic, updating as your data changes. Here's how to create dashboard reports in PlanStreet:
- Design Visuals
- Add visuals to your report. These visuals represent data points in your dataset.
- Common visuals include tables, charts, graphs, and matrices.
- Configure the visuals to display specific data and set up how the data should be presented.
- Apply Filters: Implement filters to narrow down the data displayed in your report. Filters help you focus on specific aspects of your data.
- Customize Report: Customize your report by adjusting colors, fonts, labels, and layout to make it visually appealing and easy to understand.
- Select Data Source: Choose the dataset or data source that you want to create the report from. This could be data related to cases, clients, activities, or any other relevant information.
- Design Your Report: Once you've selected the report type, you'll be taken to a report design interface. Here, you can design your report with the following steps:
- Choose Report Type: Select the type of report you want to create, such as a table or matrix report. This choice depends on how you want to visualize your data.
- Create a New Report: To create a new report, click on the "New Report" or "Create Report" button.
- Access the Report Section:
- Log in to your PlanStreet account.
- On the main navigation panel, click on "Reports" to access the reporting section.
- Interact with Your Report:
- Your report is interactive, meaning you can interact with the visuals and filters to explore your data.
- You can click on data points, apply filters, and drill down into specific information to discover insights.
- Save and Share the Report:
- Once you've designed your report, save it with a meaningful name.
- Share the report with your team or stakeholders to collaborate and make data-driven decisions.
- Schedule Report Updates (Optional):
- You can schedule your report to be automatically updated at specific intervals to ensure that you always have access to the latest data.
- Access Your Reports:
- Your created reports will be accessible in the "Reports" section of PlanStreet. You can view, edit, or delete them as needed.
Remember that creating effective dashboard reports in PlanStreet requires a clear understanding of your data and the specific insights you're looking to gain. You can customize your reports to suit your unique reporting needs, and the flexibility of PlanStreet's reporting system allows you to create meaningful visuals for data analysis and decision-making.