March 24, 2015
Last year, we released our Dovetail Agent Reporting module. Dovetail Agent Reporting is a full-featured web-based reporting module for Dovetail Agent that allows non-technical end users to create and edit reports and dashboards without IT support. A set of sample reports and dashboards are included. Because every business is different, it is expected that each customer will create their own reports and dashboards that are specific to their business needs. Here’s a quick visual walkthrough of the reporting module. Dovetail Agent From within Dovetail Agent, click the Reports link to access the reporting module. A user must have the reporting privilege to see this link. Home Reporting home page, with links for creating a new report, accessing the admin console, online help, and help videos. Sample Reports A set of sample reports and dashboards are provided. New…
Dovetail Agent Reporting
March 24, 2015
Last year, we released our Dovetail Agent Reporting module. Dovetail Agent Reporting is a full-featured web-based reporting module for Dovetail Agent that allows non-technical end users to create and edit reports and dashboards without IT support. A set of sample reports and dashboards are included. Because every business is different, it is expected that each customer will create their own reports and dashboards that are specific to their business needs. Here’s a quick visual walkthrough of the reporting module. Dovetail Agent From within Dovetail Agent, click the Reports link to access the reporting module. A user must have the reporting privilege to see this link. Home Reporting home page, with links for creating a new report, accessing the admin console, online help, and help videos. Sample Reports A set of sample reports and dashboards are provided. New…