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Reports And Dashboards

PPO comes standard with a suite of reports and dashboards which covers all the project knowledge areas to fulfill any project or portfolio reporting need a user might have.  You can access the list of reports or dashboards from their respective menu options located under the Reporting Menu.

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Also located under the Reporting Menu is a section listing the user's most recently used reports and dashboards for ease of access. 

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Difference between Reports and Dashboard

In PPO reports and dashboards are listed under their respective menus based on their form and intended purpose. Dashboards tend to be more graphical in nature, providing overviews/summaries of the information captured in PPO, while reports are mostly tabular in nature and provides more detailed information.

Dashboard Example

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Report Example

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Report and Dashboard Lists

Another distinction is that all Dashboards in PPO are located under a single list while Reports are categorised according to the entity that it relates to.

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Running a Report or Dashboard

Once report or dashboard have been selected a set of parameter options will open up in the Report or Dashboard Parameters section.

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A detailed guide on report and dashboard parameters is available on the following knowledge base article.

PPO provides different views per report. For detailed information on the reporting views available access the following knowledge base article.

Access to all the reports and dashboards can be setup within the user group access rights. For more information on setting up user group access rights, access the following knowledge base article.

Additional reports

Additional reports can be developed and deployed to a client's PPO instance if and when required. For more information on requesting additional reports, see the following FAQ.

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