Getting Started with Reports
The following topics describe how to start working with reports in the Dashboard.
This assumes that all initial installation and configuration steps as described in the
Getting Started with the Cleo Dashboards guide have been followed. Please contact
Support if you require assistance.
Working with the Dashboard Menu, Administrator & User views Users and Roles (and their visible reports) Standard Reports & Dashboards Working in Reports Scheduling Reports Scheduling is a feature in the Dashboard that allows admin users to automatically (and repeatably) define, run, and deliver reports to multiple recipients. Access to the feature is through the Administrator view's Messaging and Scheduled Tasks option on the Dashboard menu. Managing Data Sources Data sources define the connection point that the Dashboards requires before it can access any Cleo application data and produce reports. Data sources can be viewed, copied, edited, etc, depending on your specific login credentials.