About Reports and Dashboards

You use analyses, projects, and dashboards to find the answers that you need from key business data displayed in graphical formats.

An analysis is a query against your organization's data that provides you with answers to business questions. Analyses enable you to explore and interact with information visually in tables, graphs, pivot tables, and other data views. You can also save, organize, and share the results of analyses with others.

A project enables you to dynamically explore multiple data sets in graphical way, all within a single interface. You can upload data from external sources (spreadsheets) to create robust sets of information within project visualizations.

Dashboards can include multiple analyses to give you a complete and consistent view of your company’s information across all departments and operational data sources. Dashboards provide you with personalized views of information in the form of one or more pages, with each page identified with a tab at the top. Dashboard pages display anything that you have access to or that you can open with a web browser including analyses results, images, text, links to websites and documents, and embedded content such as web pages or documents.

When you embed an analysis in a dashboard, the analysis automatically displays the most current data every time you access the dashboard. For example, if you are a sales executive whose company captures sales data on a daily basis, then you can have the dollar volume by product sold today displayed when you open or run the dashboard.