This guide will allow you to access and navigate reports & dashboards and create custom reports & dashboards.
1. On the Pay Dashboard main menu, click the Reporting v3 link
2. Select a Report from the displayed list of reports
3. To see Dashboards, select the Dashboard tab and select a dashboard from the list
4. To sort reports and dashboards on the landing page, use the dropdown: Favorites, Defaults, Created by Me
5. Search for report or dashboard by name or preset or category
6. Reports and Dashboards can be favorited for easy sorting
*Each column is sortable by clicking the sort arrow to the right of the column header
Setting Filters, Running Report and Dashboard
Each report and Dashboard provides filters that allow the results to be narrowed down as desired. If filters are left blank, all data within the specified date range will be returned.
1. Click the Reporting v3 link and select Report or Dashboard
2. Set filter(s) by selecting from the filter dropdown list
3. Once filters are set as desired, click Run to generate results
4. To download the report, click either
5. Additional button options
- Back to All Reports or Back to All Dashboards - takes you back to the report or dashboard landing page
- Clear - clears all filter data
- Revert - sets filters to default
- ^ hides filters
- Save - Save custom preset filter report [see also Creating Custom Reports and Dashboards ]