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Working with the Metrics and Reports screen
Working with the Metrics and Reports screen
Selecting an organization level
- In the upper-left corner of the screen, select the breadcrumb field.
- From the drop-down lists, select the organization level for which to view information.
- Select Load.
The breadcrumb menu updates with the path of the organization level, and the screen updates to display information for the selected organization level.
Viewing the previous organization level
- Select Previous Level.
The chart of grid displays information for the previous level of the organization structure.
Selecting a comparative metric
- Select Suggested Metrics.
- From the drop-down list, select the comparative metric for which information is displayed on the screen.
Selecting the type of data to be displayed
Above the chart or grid, select one of the following types of data to be displayed:
- Hours
- Cost
- Rate
- Productivity
Using Chart view
Selecting Chart view
- Above the chart or grid, click Chart to display information in a bar chart.
Selecting additional metrics to display on the chart
Do one of the following:
- Under the chart, select one or more of the metrics.
- Click View and select the metrics from the drop-down list.
Selected items appear on the chart.
To remove metrics clear check boxes uses the steps above.
Using Grid View
Selecting Grid view
- Above the chart or grid, click Grid to display information in a table.
Selecting additional metrics to display in the table
- Click View and select the metrics from the drop-down list.
Selected items appear in the table.
To remove metrics clear check boxes uses the step above.
Moving through Grid view
If the complete table does not fit on the screen, a horizontal scroll bar appears under the table.
To move through the table:
- Drag the scroll bar right to move right or left to move left.
Sorting the table in Grid view
You can use the table column headers to sort the information that appears in the table.
To sort by ascending or descending order, do one of the following:
- Click a column header ( ).
The row order updates, and an arrow ( , ) appears to indicate the sort order - (Optional) Click the column header again to reverse the order.
The row order updates.
, multiple selections available,
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