Reports & Dashboards Overview

Reports, Dashboards and Slide Publisher

The section describes reports and dashboards that you can create and customize in the Reports module in Clarizen. To create reports directly from PowerPoint with your branded templates, see Slide Publisher.

View the Reporting Basics video

Reports and Dashboards

Reports and Dashboards deliver insights that assist you in making timely business decisions.

The reporting module lets you pivot data in multiple ways, making it easy to gain real-time insights into your work, to better predict and understand your business, and get real-time visibility into performance and KPIs.

Dashboards display data from multiple reports, giving managers and executives top-level views and insights into their business.

Reports and Dashboards provide visibility to all internal and external stakeholders in your organization, and can be made accessible to specific users based on permissions. 

Key Benefits include:

  • Insight - Predict and understand your business
    • Real-time visibility into performance and KPIs
    • Prompt business questions and highlights for smarter decision making
    • Capture snapshots for audits and performance reviews
  • Actionable - Take action from reports to drive change
    • Pivot data in multiple ways, get a 360º view of your business
    • Create discussion posts, share decisions, take actions directly from within the reports
  • Role based - Get all the information, in multiple formats
    • Generate dashboards, displaying consolidated metrics of cross-business objects, to share with your stakeholders
    • Schedule reports, send by email
    • Deliver value to all stakeholders, from Project Managers to Executives

Key features include:

  • Dashboards to consolidate reports across multiple objects, and display multiple formats in one page
  • Folder and report sharing options – across users, groups, profiles, etc. 
  • Highlight business questions - Provide easy to find data summaries to answer report business questions.
  • Default Out-of-the-Box reports and dashboards for common use cases and as a basis for creating customized reports
  • Different charts, including advanced cluster & stacked options, as well as metrics grouping
  • Automated advanced scheduling
  • Historical snapshots for performance history or audit trails

Availability by License

The use of the Reports & Dashboards are based on several licensing conditions:

  • Social users, Time & expense users and Team members do not have access to the module itself
  • Scheduling is only available to Admin users as it uses Scheduled Workflow rules quotas

In addition the following table details the availability for each of our license editions.

Feature

Professional

Enterprise

Unlimited

Formula columns

None

15 per report

Unlimited

Highlights

None

3 per business question

3 per business question

Scheduled reports

None

1 per hour

2 per hour

Scheduled Dashboards

None

1 per hour

2 per hour

Total scheduled components

None

Up to 50

Up to 120

 

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