This article provides an overview of how to use the 'Team Reports' widget on your team dashboard.
What is the Team Reports on my Dashboard?
If you are the leader of a team, you have access to the Team Reports widget on your 'Team I Manage' dashboard.
Only leaders who have a leader login have access to Team Reports widget on their dashboard.
The Team Reports widget is particularly helpful if you need real time information on specific data for your team, for example you may wish to be kept up to date on Skills Assessment scores .
This is a great way to save you some time repeatedly entering the criteria for the report.
- From your team dashboard, scroll down to 'Team Reports' at the bottom of your dashboard. If you have never created a dashboard report, there will be no reports there.
How to add a new Team Report on your dashboard
- Click on 'Add Report' and the criteria for the report will appear.
- Name your report in the 'Report' title section and enter a description if required.
Only reports with graphs are available on your Team Reports widget. For tables or reports that are not available please navigate to the 'Reports' section from the menu on the left.
Select the report type and fill in the required information (e.g team, routine, question).
- Select the relevant time period.
- Click 'Add Report'
How to use your saved Team Reports
- Once the report is added the report will appear straight away (shown below).
- To run the report at a later date, simply click 'refresh' at the bottom left. This will ensure the report is pulling the most current and up to date data.
- There is no limit to how many different reports you can save to your dashboard.
- Remove a report by selecting 'Remove' from the bottom of the report. (See image below)
