Overview

ESM’s Purchase, Sourcing and Contract Repository contains several report types. This guide will walk you through how to build a Dashboard Report.

Dashboard Reports

Dashboard reports follow a similar procedure to other types of reports where the user selects Data fields by dragging them into an area where a Tile Option has been applied. The Tiles that can be created are Visualizations, Existing Reports, URLs, Text, Images, or Filters.

To create a Dashboard Report in the Create menu, select Dashboard Report:

The Reports are automatically generated and update with Application activity. If the data fields are not applicable together, the report will inform the user of the error.