Published board
A finished board brings the selected view together.
Review the priorities that need attention.
See the work. Understand the picture.
Use a finished, published Dashboard Studio board, submission search with CSV export, and scheduled forms. Reports generate themselves from source submissions.
Company OverviewDemo company
Three reporting moments
Move from source record to management view.
Three moments that turn captured evidence into a management view.
Submission search
Find the source submissions you need.
CSV export carries those records onward.
Scheduled forms
Forms follow the schedule set for the work.
Their submissions feed the reporting record.
What management gets
Reporting tied back to the original evidence.
- Source
- Connected submissions
- Find
- Searchable records
- Share
- CSV export
In practice
Reporting that stays tied to its evidence.
A management view is only useful if you can get from the number back to the submission behind it.
Boards that publish a finished view
A published board brings the selected view together for the people who need it, without handing them the whole platform. What they see is a finished output rather than a report someone rebuilt by hand each month.
Search that reaches the source
Submission search finds the underlying records and exports them as CSV, so an auditor question can be answered with the original evidence rather than a summary of it.
Reporting that keeps itself current
Scheduled forms keep submissions arriving on the rhythm the work follows, so reporting generates from source evidence instead of going stale between manual updates.
Keep reporting connected
Follow source records back into forms and fleet.
Review your reporting need