Reporting Overview
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Reporting Overview
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Reporting and Insights in Steelhead can quickly give you valuable information on your company's production data. You can easily set up customized dashboards depending on your goals and needs, then Steelhead automatically pulls the critical data for you to easily review it at any time.
Follow the walkthrough below, or see the video overview here.
- Navigate to the Reporting dashboard from your Steelhead homepage.
Set Permissions
- To Set Permissions to specify who has the ability to see specific Reports:
Select a Report under Insights. Click on the Key to set the permissions for that Report.
You must have Write_Reporting Permissions turned on in order to set these permissions.
3. Select as many Permissions as desired.
4. Click SAVE
Configure Data
- You can also configure data in different ways and save each configuration, then easily switch between views.
Click on the Configure button.
6. Change configurations as desired, then click the arrow to collapse the Configuration menu.
7. Click the Save icon.
8. Enter a Configuration Name, then click SAVE AS NEW.
9. Now you can toggle between the different configurations by clicking the dropdown next to the Configuration name.
Save as Default
- You can also save a Configuration as the Default by clicking the Star icon.
Create Dashboards and Folders
- Click the Create Dashboard button to start customizing your own views.
12. Give the dashboard a name and click CREATE.
13. Click the Folder icon to create a dashboard folder and organize your dashboards further.
14. Give your folder a name and click CREATE.
15. Click the dropdown next to the folder name to open a folder, then click and drag dashboards to put them into a folder.
Add Data to Dashboards
- Click the Add to Dashboard icon to add data to customized dashboards.
17. Select any dashboards you'd like to add to, then click UPDATE DASHBOARDS.
18. Click on the dashboard name to view it.
Customize Dashboards
- Use the Lock/Unlock toggle to reorganize the dashboard as desired. Click and drag to resize charts and move them around.
20. Use RESET and CLEAR buttons to revert.
21. Click the "i" to open the dashboard tooltip, then click the pencil to edit.
22. Add your custom description and click SAVE.
23. Click the toggle to Hide/Show configurations.
We hope this helps you quickly and easily organize your company data so that you can gain insight into what's happening in your shop and make informed decisions that move you towards your shop's goals.
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