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How do I create a resource utilization dashboard?

I would like to create a resource utilization dashboard for my manager and his boss to use. How do I accomplish that in Clarion?Re

Echelle Oliver Answered

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Hi Vanessa,

There is no resource load report listed as an option in the report to display field.  Any other suggestions?

Echelle Oliver 0 votes
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Echelle, 

You should have a report Called Resource Load, in fact there should be a number of Resource reports. you can check by going to your Report Module and viewing the All Reports folder, clear any filters that may be there to see everything. If the report exists, then you should be able to choose it when creating the Dashboard, otherwise you would need to create the report first.

For further clarification, we suggest you register for one of our Reports & Dashboards Training Webinars (see the link-> http://www.clarizen.com/resources/online-demo.html#second ).These are great resources for free consulting with our Customer Success Managers that can provide visual examples and answers to your questions. 

Boris Krutiy 0 votes
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I'm trying to register for a Reports & Dashboards Training Webinars but I don.t see any listed. When are they typically scheduled?

Leo Lovely 1 vote
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Boris - the system generated "resource load" report is only available in excel by download or email. It can't be pulled into a dashboard as a new panel. Can you clarify your instructions?

Marites Alvarez 1 vote
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