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Home Menu

The Home menu is found in the left pane when you log in to Agiloft.  Clicking on the Home menu itself launches the last visited dashboard.  See Dashboards for details on how to configure dashboards.

Click the expand icon to expand the Home menu and access the following items:

Chart Collections

Chart collections are used to distribute metrics from the system in the form of grouped charts. Chart collections can be scheduled for distribution via email, or written to disk for internal distribution.

To preview the chart collections from the list, click the lookup icon

You can drill down into each chart by clicking it to open a chart and report screen breaking down the numbers.

For more information, see Chart Collections.

Summary and Combined Reports

Combined reports take multiple reports from any tables and combine them into a single output. The combined report does not group the data in any way, but instead displays the reports concurrently or in the Excel outputs, in separate pages. 

For more information on Summary Reports, see Custom Summary Reports