How-To: Set Dashboards and Run Reports

Created by Kenneth Abad, Modified on Thu, 02 May 2024 at 10:25 AM by Kenneth Abad

Setting your Dashboard

Change your dashboard to show update your landing page when opening Umbrava.

Step 1: Navigate to the user profile. Select the user bubble at the top and click your name.

Step 2: To set own dashboard, scroll to the bottom of the profile, and select Dashboard.

Step 3: Click 'Save' at the top of the screen to save your changes.

Step 4: Navigate back to the Umbrava homepage to load your newly set dashboard.

Running Reports

Your dashboard allows you to drill in and get insight on metrics. View the reports for information on your work.

Step 1: Select the 'Reports' tab at the top of the app.

Step 2: Expand the folders to find the report to run.

Step 3: Click the run option to load the report.

Step 4: Select the report tile to export, and export as needed.

For more information on Reporting, Click Here.