Reports & KPIs | Overview

Reports & KPIs create a framework for understanding the health and status of your projects. Different people at different levels within the organization are focused on various performance measures.

Reports Overview - Framework - 1

Playbook pulls from one database and displays the data in a format specific to one's interest, so the reports are always up-to-date and accurate.

Reports Overview - Framework - 2

Reports & KPIs are accessed by clicking the Dashboard Playbook.

  • Reports summarize current and past data.
  • KPIs indicate the direction something is going.
Reports Overview - Dashboard tab - 1

There are many out-of-the-box, reports and KPIs which are displayed in the Standard folder.

Reports Overview - Standard OOB Reports - 2