The Dashboards feature in SapphireOne provides a visual representation of Job Project data, offering insights into project performance and key metrics. This functionality is essential for quick analysis and decision-making. The steps are as follows:
- Navigate to Job Projects > Job Projects > Dashboards.
- Select Dashboard Criteria:
- Project – Choose the Job Project from the drop-down menu.
- Date Range – Enter the start and end dates for the dashboard view.
- Department – Select the relevant department if applicable.
- Review the visual data representations such as charts and graphs.
- Analyse key metrics and performance indicators.
- Use the Export to HTML or Export to CSV buttons to save the dashboard data.
- Click the Print button to print the dashboard view if needed.
For more detailed instructions, please refer to the Job Projects > Job Projects > Dashboards article.