The PE Dashboard allows you to create multiple dashboards, each with its own specific targeted data set. In other words, each Dashboard has its own name and dataset that was uploaded from the PE database. For example, if you’ve defined a Group Category in your PE database called ‘Division’ you could create a dashboard for each Division that exists in your data. This would allow you to make dashboard comparisons between each Division. It is also a great way to allow multiple users to create dashboards specific to their own reporting needs. For example, an East Coast Division manager might want to create a dashboard for just East Coast data.
The
Advanced Search option helps you to easily drill down into your portfolio to find what you are looking for. There are various filters provided in the Advanced Search settings. You can filter the families by Family ID/Title, Groups, date range, Application Type, and other criteria to run specific pivot table reports. You can also save the defined settings for future use here. For more information regarding how to use the advanced filters and save settings, see
Advanced Search.
