Help Page Headers (25)

Best Practice

Reports is how you present the results from your review to the rest of your organization.

 

In this video we'll cover:

  • Configuration tips for portfolio analysis
  • Popular charts and how to read them
  • Big sigh of relief as we get to the end
7-2

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Software User Guide

Almost there! We've got all the data we now have to make it look good, get it to the right people and make some brilliant decisions.

 

In this video we'll focus on:

  • Setting up Reports - what you'll need
  • Using Reports for Sub-Criteria analysis
  • Configuring metrics, charts & project level data
  • Sharing Reports via URLs, collecting feedback via Forms
  • Using Reports to build Lists & update the Kanban
  • Tips on using Reports for data collection
7-3

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