Reporting & Dashboards

Purpose of this Training

This training explains how ProjectVIEW ERP provides real-time reporting and dashboards, enabling users to monitor project performance, financial status, and operational data through clear and actionable insights.

After completing this training, users will be able to:

• Use dashboards to monitor project performance

• Generate standard and ad-hoc reports

• Analyze project, cost, and financial data

• Support decision-making with real-time information

---

Reporting & Dashboards Overview

ProjectVIEW ERP offers integrated reporting and dashboards across all project and financial modules.

This section explains:

• The role of reporting in project and financial control

• How dashboards provide real-time visibility

• The connection between operational data and reporting outputs

Reporting ensures transparency and informed management decisions.

---

Dashboards

Users will learn how to:

• Access and navigate dashboards

• View key project and financial indicators

• Monitor project status, costs, and progress

Dashboards provide a consolidated view of critical project information.

---

Standard & Custom Reports

This section covers how users can:

• Generate standard system reports

• Create custom and filtered reports

• Export reports for further analysis

Reporting tools allow flexible analysis across projects and modules.

---

Data Analysis & Insights

Users will see how to:

• Analyze trends and performance indicators

• Compare planned versus actual data

• Identify risks and opportunities

Data insights support proactive project and financial management.

---

Reporting for Management

ProjectVIEW supports management-level reporting.

Users will learn how to:

• Prepare management and executive reports

• Consolidate data across multiple projects

• Support strategic decision-making

Management reporting provides a high-level view of organizational performance.

---

Training Video

Embed the Reporting & Dashboards video here

---

What’s Next

After completing reporting and dashboards, continue with:

System Administration & User Management