Page 8 - GC Using the Reports Dashboard_eBook(SDL)

LESSON 1: INTRODUCTION TO REPORTING

Learning Objectives
• Review the Reports menu options and the Reports Dashboard options
• Identify the user role(s) required to access specific reports
• Identify the types of data available in each of the reporting sections

Introduction
Real-time reporting is a hallmark feature of Unanet, which utilizes posted and unposted
data as it is entered to provide timely insight into project viability, running business
costs, and projected revenue. Unanet comes with a standard set of reports which
includes the ability to dynamically specify who and/or what should be included in the
result set. Many reports are available depending on a user's role or the license type
installed in their system.

The Reports Menu
The options available in the Reports menu vary depending on the system’s license type
and the roles assigned to the user.

Reports
Dashboard Available to all Unanet users, this is the landing page for standard reports
Selecting this option will present the user with their defined criteria selections
Saved
of standard reports and lists

Presents the user with a list of the report definitions they have created using
Adhoc
the Adhoc report feature
Available to a limited number of administrative roles, this dashboard provides
Reference insight to data in a number of areas for referential purposes

Provides users access to their data through custom reporting with adhoc style
reports, called ExpressView, and other advanced report design features to
Analytics
provide business intelligence, access to dashboard capabilities, and graphical
views of data

The Analytics menu option is only available to customers on a
cloud subscription.

LESSON 1: INTRODUCTION TO REPORTING
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