Value Dashboard

The Dashboard page of the Value Dashboard displays Value reports associated with  processes (also called workflows). Value reports indicate the time or monetary savings for the process runs that happened over the reported period. From the Dashboard page, you can access all available Value reports.


This topic includes the following sections:

Note

Administrators can create value reports and add them to the Dashboard page (see Setting up the Value Dashboard and reports).

To view all available reports

The Dashboard page displays reports that were set up to appear on the Dashboard page. There may be additional reports that do not appear on the Dashboard page.

To access a list of all available reports

Click All Reports.

A list of available reports opens.

You can filter reports in the list by report name in the Report Name column.  

You can click on a report in the list to drill down into the report's details.

To view a report's details

From the Dashboard page access the report's details using one of the following methods:

  • Click on the report name to drill down into the report's details.
  • Click All Reports, then click on a report in the list to drill down into the report's details.

While viewing report details, you can change the time period covered in the report. You can also export the report data in comma separated value format (see Exporting dashboard data). 

After viewing a report's details, click Close to return to the Dashboard page.

To change the period covered in a report

Reports can cover the following periods:

  • Daily (the default period): Displays the last complete 7 days of data.
  • Weekly: Displays the last complete 4 weeks of data.
  • Monthly: Displays the last complete 12 months of data.
  • Yearly: Displays the last complete 2 years of data.

To change the report period

  1. From the Dashboard page access the report's details using one of the following methods:
    • Click on the report name to drill down into the report's details.
    • Click All Reports, then click on a report in the list to drill down into the report's details.
  2. In the period menu, choose the time period displayed for a report.
  3. When you finish modifying the report period, click Close to return to the Dashboard page.

Related topics

Accessing the dashboards

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