Analysis / Reporting
- Stephanie Pepper (e-manage|ONE)
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 where you can create custom analysis based on critical dates, Project Types, Salespeople, etc.
We will also review the “Reports” menu, also located on the top toolbar, where you can access several canned reports.
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.
Be sure to check out this section for even more detailed information regarding reporting & grid functions.