Create Reports and Dashboards - Genius Enterprise Legacy/Custom

*Please note that if you have customized your instance of Genius, your site might operate differently.

The final step involves setting up your reports and dashboards according to user roles.  Default dashboards tailored by role can be configured in the Administration->Customize Dashboard section.  In this setup process, you have the ability to specify which reports will be displayed on the dashboard for each user role. This customization ensures that each role has access to the most relevant data, allowing users to focus on the information that matters most to them. Additionally, you can also decide whether users have the option to personalize their default role-based dashboard settings. This flexibility can greatly enhance user experience and productivity.

Note: Reports on the dashboard are previews. Each dashboard chart shows only the first 50 rows of a report so the Home page loads quickly. Large, multi-step reports may show "No data" on the dashboard even when they work when run directly from the Reports tab, because the 50-row limit cuts off the report's intermediate stages. For complete results, run the report directly from the Reports tab. For the full explanation, see Administrator Dashboards.

Moreover, you can design custom reports by navigating to the Reports->Query Builder page. This feature allows you to generate specific reports that cater to your organization's unique needs. In addition, you can set up automated subscriptions that ensure managers and administrators receive the reports they require directly in their email inboxes at regular intervals. This automation not only saves time but also keeps key stakeholders informed without the need for manual intervention.