💡 Why use the Universal Reporting in place of the existing Dashboards within projects?

Hi,

The new Universal Reporting feature looks a lot like the existing Dashboard tab on projects. Which makes sense because it is the same feature, well almost exactly. So you might ask yourself: why would I use Universal Reporting instead of just having several dashboards?

The :one: reason is about comfort. It is easier to have everything in the same place. In my case, even for charts specific to a project, I moved them into a Report for easy access.

The :two:nd reason is that it allows you to build charts with source data coming from various projects. For example, you can mix that data if you have design requests inside a web-design project and print project.

The :three:rd reason: you can put next to each other charts using different sources, to compare them or easily analyze them. For example, spendings on the left and earnings on the right.

Finally, the :four:th reason: Universal Reporting allows you to share a dashboard without sharing access to the projects. The dashboard will contain exactly the same data as you would see them, without revealing the exact content of the projects!

Bonus :five: from @Jerod_Hillard: you can apply the sweet new dashboard icons as well as provide a dashboard description that highlights the key items to absorb from the visuals. You even gain the ability to Favorite :star: a Dashboard within Reporting.

Any other reasons I missed?

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@Bastien_Siebman if you want to have fun with it… a :five:th (bonus) reason would be so you can apply the sweet new dashboard icons as well as provide a dashboard description that highlights the the key items to absorb from the visuals. You even gain the ability to Favorite :star: a Dashboard within Reporting.

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Within Projects you don’t get this added flare :fireworks: and context. :wink:

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Awesome thanks! I edited the post.

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Another reason would be the actionable click through to advance search. This is another entry point to a custom list of tasks you need.

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@Paul_Grobler that exists for Project Dashboards (Custom Charts) though, right?

Being able to to this through universal reporting definitely opens up the potential to capture MORE with click through!

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@Jerod_Hillard, you are correct. It does exist on project level, but the ability to click through to task that are filtered by portfolio or team is a great step forward.

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