PERSONALIZE A GENERAL REPORT, and ADD TO A PERSONAL DASHBOARD
There may come a time when you need to keep an eye on a particular project, or perhaps you need to provide specific details to your executive management….well nothing to worry about!
In this Ariba Knowledge Nugget, you will see how easy it is to modify a general report (in this case, an All Projects report) that has all projects for all users and customize the report to only see one specific user’s projects. Then we will save the report to a user’s personal workspace and, finally, we will place the report in the personal workspace on the user’s home dashboard so that the report is easily available. Each user in your organization has to do this for themselves, but these activities will need to be done only once.
First, you need to create a custom version of the All Projects report for projects that you own and place it in your Personal Workspace. The current hit an error and mom and example report is for all projects, so it is appropriate for managers and to view the status of all projects.
In the Legal Team Reports folder, click on the icon for Legal Report v2.
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On the Save Report screen, you’ll be prompted for a Report Name and a “Current Project”, which will be the location of your report. You may optionally simply save as is with the information provided or you may add your name to the report name, as displayed below. If you wanted to create this report for other users, you would want to distinguish your report from someone else’s in your personal workspace. Click Save.
Beverly Dunn is a Customer Success Manager with Ariba. All customers are invited to join the private Customer Success group on Ariba Exchange, where you can access the Customer Success Spotlights, Lunch 'n Learn Webinar calendar and replays, and the Ariba Knowledge Nuggets.