In this section we will review all of the different analysis / reporting tools such as Forecasting reports, Parts Sold reports, Backlog reports and more! Most of the analyzing within e-manage will take place from the “Analysis” menu on the top toolbar. This is the Analysis menu where you can create custom analysis / reporting based on critical dates, Project Types, Salespeople , etc.
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We will also review the “Reports” menu, also located on the top toolbar, where you can access several canned reports.
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The Today panel (located on the right toolbar) is also a great place for analyzing current data. Items will move through the different Today grids as they progress through the Project life or milestones.
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and so much more! The results from this menu item will give you a Grid Listing vs. Report style. If you prefer a canned report see here. Once you know how to manipulate one grid the options are endless on how you can slice & dice this data.
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