Reporting
Reporting
See what needs you and how work is going, on a dashboard built for your role and in reports chosen for it.
The Reporting section of the sidebar has two pages. The Dashboard is your home page for the day: what is waiting on you, the headline numbers for your role, and charts on the work you care about. My Reports is a catalogue of fuller reports, grouped by subject.
Both pages draw on the rest of Paradym Next. Ideas move from the Planning Inbox into the Portfolio, through the Intake Queue into Projects and work streams, and on to Support. The dashboard and reports show you where that work stands — portfolio items by status, work stream health, reviews awaiting sign-off, spending and more — depending on your role.
Pages in this section
| Page | What it covers |
|---|---|
| Dashboard | Your role’s board: what needs you, headline numbers, charts and tables, and how to arrange it. |
| My Reports | The catalogue of reports offered to your role, and what you see when you open one. |
Typical workflow
- Start your day on the Dashboard. Check My Task Counts and My Outstanding Tasks to see what is waiting on you.
- Open the oldest items first. Select an item to go straight to it, or View All to open My Tasks.
- Scan the headline numbers and charts for your role. Use a widget’s ⋯ menu to sort, filter or change the period, or to jump to the full list.
- Arrange the board with Customise so the widgets you use most are at the top.
- Open My Reports when you need a fuller picture of a subject, such as the portfolio or delivery.