Management Dashboards

Management dashboards are interactive reports that provide you with quick access to your company's data in easy to read graphs and charts.

The following generic dashboards are available for all companies:

Assignment Volume

Custom dashboards can also be added for your company upon request. Contact your account manager for more information.

Grant Management Dashboard rights

To access custom dashboards, users must first have the correct rights. When you edit the user's information, you'll find rights for all of your company's dashboards in the Management Dashboards tab. Select the dashboards you want the user to access and click Save. For more information, see User Administration.

It may take 15–20 minutes before the user can access the selected dashboards.

Access Management Dashboards

Once a user is granted rights to specified dashboards, they can access these dashboards from within XactAnalysis.

Select the dashboard’s name from the Reports menu.

The dashboard opens in a new tab on your browser.

Click the tabs along the top of the dashboard to display the various views associated with the dashboard.

To access a different dashboard, return to the XactAnalysis browser tab and select a different dashboard from the Reports menu.

Each dashboard opens its own browser tab.

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