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WHO KNEW?
Did you know that you can create your own personal Dashboard? With Spectra you can create a studio Dashboard that everyone has access to, as well as personal Dashboards for every user of the software. Simply select the desired Dashboard from the Dashboard Options menu. Note: Security permissions can be created that control how much access each user has to the Dashboard. |
Dashboard Toolbar
To add a new performance panel to your Dashboard, click Create New Performance Panel from your Dashboard toolbar.
You will be presented with the Performance Panel Properties window.
Select your panel Type, Data Type, and Date Range (if applicable). See the Performance Panels section below for more detailed information about the options on this page.
When finished, click OK and the performance panel will be added to your Dashboard.
Once the panel has been added, click the down arrow in the upper-right corner of the panel (called the Options menu) to change some of the performance panel settings on-the-fly. Note: Any “on-the-fly” changes you make this way will NOT be saved. To permanently change the way the panel is displayed, open the Performance Panel Properties window and make the necessary changes there.
To add a new report panel to your Dashboard, click Create New Report from your Dashboard toolbar.
You will be presented with the Dashboard Report Properties window.
Select your data type, chart types, data comparisons, data groups, date ranges, and other application information. More details regarding these options are provided in the Report Panels section below.
Then click Add to Dashboard. The report panel will then be added to your Dashboard.
Once the panel has been added, click the down arrow in the upper-right corner of the panel (called the Options menu) to change some of the report panel settings on-the-fly. Note: Any “on-the-fly” changes you make this way will NOT be saved. To permanently change the way the panel is displayed, open the Saved Report Properties window and make the necessary changes there.
See the Running Dashboard Reports section below for additional information related to printing and exporting your Dashboard reports.
The Spectra Dashboard has been built to be highly customizable. You have control over how your Dashboard is laid out. Here are some important items you should know.
Each panel can be relocated or moved by simply dragging and dropping the panel. The best way to do this is to grab the panel “handle” which is the three little dots on the far left edge of the panel title bar. Notice the cursor changes to four arrows when the cursor hovers over the handle. Once you grab the handle, drag the entire panel to a new position.
When moving a panel to a new location, you have the ability to “dock” the panel in many different locations.
As you drag a panel, docking indicators will appear. These docking indicators give you visual feedback on the different locations where this panel can be docked.
Whenever the panel you are dragging reaches a position where it can be docked, the arrow that points in that direction darkens and an outline of the panel appears in the designated area.
To dock the panel in the position indicated, just release the mouse button to "drop" it into place.
If the panel can join a tabbed group, the center of the diamond will darken when the cursor hovers over the tabbed group icon.
To dock the window in this tabbed group, just release the mouse button.
The docking indicators make it much easier to put your active panels just where you want them.
To remove a panel from the Dashboard, simply click the "X" at the top-right corner of the panel title bar you wish to close.
If you close a performance panel, you can always re-add the panel by clicking Create New Performance Panel from your Dashboard toolbar.
If you close a report panel, the report is still available in your Saved Reports list. You can always re-add the report panel back later by clicking Create New Report from your Dashboard toolbar and then selecting the report from your Saved Reports list.
Once panels have been added to your Dashboard, you can resize them and all of the internal contents of the panel will either resize or rearrange to fit inside the new dimensions.
To resize a panel, simply place your cursor on the dividing line, called the splitter bar, between the two panels so the cursor is changed to a double arrow.
Left-click and drag the cursor to the new desired position before releasing the mouse button.
The Spectra Dashboard includes a powerful feature that allows you to “drill down” and view the data behind each of your performance gauges and reporting charts. Whenever you see a gauge or a chart, simply double-click on it. A grid window will open, showing you the appropriate data that is used to build that gauge or chart. When drilling down on a chart, you can double-click in two different areas. Double-clicking on a chart element – like a column, bar, or piece of the pie – will open a grid window that displays just the data behind that single element. Double-clicking on any other portion of the chart – like the blank white space – will open the entire report window that belongs to this panel, allowing you to view all the data behind the chart. Whenever you see a data grid or table displaying Spectra record data, try double-clicking on an individual row to open up that individual record.
Dashboard Drill-Down Window
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PATHWAYS TO SUCCESS
Drilling down on your data is the best way you to understand the meaning behind your numbers. For example, if you notice that one sales person has a lower average sale than another sales person, try drilling down into the data to better understand why. Maybe one sales person is doing a better job selling packages or up-selling large prints. Use this information as a training tool. Also, let’s say there are a couple weeks that have a much higher count of new leads. Why? Did you run an email campaign the week before? Did those new leads convert to new bookings? Double-clicking on the chart to drill down into the data will allow you to answer these and many other important questions. |
A Dashboard Performance Panel provides you real-time information regarding the performance of your studio compared to your budgeted (or planned) performance for a selected date range.
Dashboard Performance Panel Properties
Panel Type - The panel type can either be “Today’s Performance” or “Overall Performance.” A Today’s Performance panel will provide key performance indicators for your studio for today and today only. While an Overall Performance panel will provide key performance indicators for a wide range of date periods, including today, this week, this month, this year, or other date ranges.
Panel Title - A default panel title will be provided, but you can modify it or enter your own title.
Data Type - Select one or more data types, also known as Key Performance Indicators (KPIs), that you wish to monitor.
Data Type |
Description |
Based On (Date) |
Appointment Turnaround Days |
Average number of days between a session and the first linked appointment after the session for your selected date range (or for today). This shows how long it takes to get clients back in for their sales presentation. |
Session Date |
Appointments - Actual |
All linked appointments for your selected date range (or for today). Excludes: Cancelled and No Show appointments. |
Appointment Date |
Appointments - All |
All linked appointments for your selected date range (or for today). Includes: Cancelled and No Show appointments. |
Appointment Date |
Appointments - Booked |
All new linked appointments booked in Spectra for your selected date range (or for today). Excludes: Cancelled and No Show appointments. |
Appointment Booked Date |
Average Sales by Initial Order |
Average of all initial orders recorded for your selected date range (or for today), less any discounts, and less any items in the price list that have been checked to “Exclude From Sales Reports.” This data is very useful in determining the effectiveness of your sales process and your ability to close large, up-front orders. |
Invoice Date |
Average Sales by Session |
Average income for a group of sessions within your selected date range (or for today). Only sessions that have been completed (meaning the session status is at the “Final” status as defined in Session Status Maintenance) are included in calculating the average. Excludes: No Show, Cancelled, and Redo sessions. (This eliminates sessions that are still open or still waiting for orders, which would skew your averages.) You can also choose the specific types of invoices that should be included. On the Studio Preferences > Reports tab, you can select the invoice types you want to include in your sales averages. The options include: Session Fee Invoices, Initial Orders, Reorders, and Credit Memos. Finally, any items that have been checked in the price list to “Exclude From Sales Reports” are also removed before calculating the averages. |
Session Date |
Conversions - Bookings to Actual Sessions |
Percentage of booked sessions within your selected date range (or today) that actually resulted in a session. Excludes: No Show, On Hold, and Cancelled sessions. |
Session Booked Date |
Conversions - Leads to Actual Sessions |
Percentage of new leads acquired within your selected date range (or today) that actually completed a session. Excludes: No Show, On Hold, and Cancelled sessions. |
Client Create Date |
Conversions - Leads to Bookings |
Percentage of new leads acquired within your selected date range (or today) that booked a session. |
Client Create Date |
Conversions - Leads to New Clients |
Percentage of new leads acquired within your selected date range (or today) that actually became clients. |
Client Create Date |
Invoices - Paid in Full Percentage |
Percentage of invoices that were paid in full on the same day the order was taken for your selected date range (or for today). |
Invoice Date |
Invoices with no PO |
Total number of Initial Order or Reorder invoices for your selected date range (or for today) for which no purchase order has been created. |
Invoice Date |
New Clients |
Total number of prospects that actually became clients within your selected date range (or today). The date you create the client’s first invoice or session record becomes the "Client Since" date, which is the basis for this data. |
Client Since Date |
New Leads |
Total number of new client leads recorded in Spectra for your selected date range (or for today). This is based on the client "Create Date" field. New Leads is a great indicator of potential new business opportunities, as well as providing valuable information about the effectiveness of your various marketing plans. |
Client Create Date |
Phone Calls |
Total number of phone calls completed today or within your selected date range. |
Call Complete Date |
Production Orders - All |
All production orders for your selected date range (or for today). Exclusions: none. |
Order Date |
Production Orders - Completed |
All production orders for your selected date range (or for today) that are completed (meaning the production status is set to the "Final" status as defined in Production Status Maintenance). |
Order Date |
Production Orders - Open by Due Date |
All production orders due within your selected date range (or today) that are not at their final status. |
Order Due Date |
Production Orders - Past Due by Due Date |
All production orders due within your selected date range (or today) that are not at their final status AND are past due as of today. |
Order Due Date |
Production Orders - Re-dos |
Total cost of all production orders within a selected date range and/or filter that required a reorder. |
Order Date |
Receipts |
All payments received within your selected date range (or today). Excludes: payment types that have been flagged to “Exclude from Reports” in Payment Method Maintenance. |
Payment Date |
Sales - In-Studio |
The same as Sales - Total but excluding invoices downloaded from InSpiredByYou.com. |
Invoice Date |
Sales - Total |
All sales made within your selected date range (or today), less any discounts. Excludes: price list items that have been checked to “Exclude From Sales Reports.” |
Invoice Date |
Sales - Web |
The same as Sales - Total but limited to just those invoices downloaded from InSpiredByYou.com. |
Invoice Date |
Sessions - Actual |
Total number of sessions for your selected date range (or for today). Excludes: Cancelled and No Show sessions. |
Session Date |
Sessions - All |
Total number of sessions for your selected date range (or for today). Includes: Cancelled, On Hold, No Show, and Redo sessions. |
Session Date |
Sessions - Booked |
Total number of new sessions booked within your selected date range (or today). This provides a great “leading indicator” of how your business will be in the future. Excludes: Redo sessions. |
Session Booked Date |
Sessions - Cancelled |
All sessions within your selected date range (or today) that were cancelled. |
Session Date |
Sessions - No Show |
All sessions within your selected date range (or today) that resulted in a No Show. |
Session Date |
Sessions - Placed on Hold |
All session within your selected date range (or today) that were place On Hold. |
Session Date |
Sessions - Rescheduled |
All sessions within your selected date range (or today) that were rescheduled. |
Session Date |
Sessions - Zero Dollar Invoice |
All sessions within your selected date range (or today) that have an "initial order" invoice for $0. |
Session Date |
Sessions - No Initial Order |
All sessions within your selected date range (or today) that do not have an "initial order" invoice. |
Session Date |
Tasks - All |
All tasks due within your selected date range (or today). |
Task Due Date |
Tasks - Completed |
All tasks completed within your selected date range (or today). |
Task Complete Date |
Tasks - Created |
All tasks created within your selected date range (or today). |
Task Create Date |
Tasks - Open by Due Date |
All tasks due within your selected date range (or today) that do not have a "Complete Date." |
Task Due Date |
Tasks - Past Due by Due Date |
All tasks due within your selected date range (or today) that do not have a "Complete Date" AND are past due as of today. |
Task Due Date |
Date Ranges - Date ranges are only available for the Overall Performance panel type.
Set how often you want this panel to automatically refresh when it is open on your Dashboard.
Think of a Dashboard Report Panel as a report, except with a lot more capabilities. The report panel is designed to be dynamic and flexible to give you the reporting information you need to run your business. To create one of these dynamic reports, click Add New Report on either the main Reports > Dashboard Reports menu or the dashboard toolbar. Set the report properties and then click View Report.
Dashboard Report Properties
Each report you create can either be "run" once or saved to
a reports list to be used again in the future. All saved Dashboard reports
will also be displayed on the main Reports
> Dashboard Reports menu. Note:
Any reports you want displayed on a Dashboard must also be saved to the
Saved Reports list.
Select the appropriate option to create a new report or select an existing
report. You can also choose to delete
existing reports from the list or to make copies
of existing reports so you can modify them, leaving the original report
untouched.
Report Title - A default report title will automatically be provided for your convenience. In addition, the default title will also be automatically updated if any of the report options are modified. However, you do have the ability to override the default title and replace it with your own custom report title. Note: If you choose to replace the default report title with your own title, it will not be automatically updated if the report criteria is changed in the future – you will be responsible to maintain it. If you would like to reset the report title back to the default, simply delete the existing title and Spectra will take over maintaining the report title.
Data Type - Select the data type, also known as a Key Performance Indicators (KPI), that you wish to report on.
Data Type |
Description |
Based On (Date) |
Appointment Turnaround Days |
Average number of days between a session within a selected date range and/or filter and the first linked appointment after the session. This shows how long it takes to get clients back in for their sales presentation. |
Session Date |
Appointments - Actual |
All linked appointments for a selected date range and/or filter. Excludes: Cancelled and No Show appointments. |
Appointment Date |
Appointments - All |
All linked appointments for a selected date range and/or filter. Includes: Cancelled and No Show appointments. |
Appointment Date |
Appointments - Booked |
All new linked appointments booked in Spectra for a selected date range and/or filter. Excludes: Cancelled and No Show appointments. |
Appointment Booked Date |
Average Sales by Initial Order |
Average of all initial orders recorded for a selected date range and/or filter, less any discounts, and less any items in the price list that have been checked to “Exclude From Sales Reports.” This data is very useful in determining the effectiveness of your sales process and your ability to close large, up-front orders. |
Invoice Date |
Average Sales by Session |
Average income for a group of sessions within a selected date range and/or filter. Only sessions that have been completed (meaning the session status is at the “Final” status as defined in Session Status Maintenance) are included in calculating the average. Excludes: No Show, Cancelled, and Redo sessions. (This eliminates sessions that are still open or still waiting for orders, which would skew your averages.) You can also choose the specific types of invoices that should be included. On the Studio Preferences > Reports tab, you can select the invoice types you want to include in your sales averages. The options include: Session Fee Invoices, Initial Orders, Reorders, and Credit Memos. Finally, any items that have been checked in the price list to “Exclude From Sales Reports” are also removed before calculating the averages. |
Session Date |
Clients - All |
Total number of clients in a selected filter. This data type cannot be based on a date range. |
(none) |
Clients with no Sessions |
Total number of clients in a selected filter that do not have a session booked. This data type cannot be based on a date range. |
(none) |
Conversions - Bookings to Actual Sessions |
Percentage of booked sessions for a selected date range and/or filter that actually resulted in a session. Excludes: No Show, On Hold, and Cancelled sessions. |
Session Booked Date |
Conversions - Leads to Actual Sessions |
Percentage of new leads acquired within a selected date range and/or filter that actually completed a session. Excludes: No Show, On Hold, and Cancelled sessions. |
Client Create Date |
Conversions - Leads to Bookings |
Percentage of new leads acquired within a selected date range and/or filter that booked a session. |
Client Create Date |
Conversions - Leads to New Clients |
Percentage of new leads acquired within a selected date range and/or filter that actually became clients. |
Client Create Date |
Invoices - Paid in Full Percentage |
Percentage of invoices for a selected date range and/or filter that were paid in full on the same day the order was taken. |
Invoice Date |
Invoices with no Purchase Order |
Total number of Initial Order or Reorder invoices for a selected date range and/or filter for which no purchase order has been created. |
Invoice Date |
New Clients |
Total number of prospects that actually became clients within a selected date range and/or filter. The date you create the client’s first invoice or session record becomes the "Client Since" date, which is the basis for this data. |
Client Since Date |
New Leads |
Total number of new client leads recorded in Spectra for a selected date range and/or filter. This is based on the client "Create Date" field. New Leads is a great indicator of potential new business opportunities, as well as providing valuable information about the effectiveness of your various marketing plans. |
Client Create Date |
Phone Calls |
Total number of phone calls completed today or within a selected date range and/or filter. |
Call Complete Date |
Production Orders - All |
All production orders for a selected date range and/or filter. Exclusions: none. |
Order Date |
Production Orders - Completed |
All production orders for a selected date range and/or filter that are completed (meaning the production status is set to the "Final" status as defined in Production Status Maintenance). |
Order Date |
Production Orders - Open by Due Date |
All production orders due within a selected date range and/or filter that are not at their final status. |
Order Due Date |
Production Orders - Past Due by Due Date |
All production orders due within a selected date range and/or filter that are not at their final status AND are past due as of today. |
Oder Due Date |
Production Orders - Re-dos |
Total cost of all production orders within a selected date range and/or filter that required a reorder. |
Order Date |
Receipts |
All payments received within a selected date range and/or filter. Excludes: payment types that have been flagged to “Exclude from Reports” in Payment Method Maintenance. |
Payment Date |
Sales - In-Studio |
The same as Sales - Total but excluding invoices downloaded from InSpiredByYou.com. |
Invoice Date |
Sales - Total |
All sales made within a selected date range and/or filter, less any discounts. Excludes: price list items that have been checked to “Exclude From Sales Reports.” |
Invoice Date |
Sales - Web |
The same as Sales - Total but limited to just those invoices downloaded from InSpiredByYou.com. |
Invoice Date |
Sessions - Actual |
Total number of sessions for a selected date range and/or filter. Excludes: Cancelled and No Show sessions. |
Session Date |
Sessions - All |
Total number of sessions for a selected date range and/or filter. Includes: Cancelled, On Hold, No Show, and Redo sessions. |
Session Date |
Sessions - Booked |
Total number of new sessions booked within a selected date range and/or filter. This provides a great “leading indicator” of how your business will be in the future. Excludes: Redo sessions. |
Session Booked Date |
Sessions - Cancelled |
All sessions within a selected date range and/or filter that were cancelled. |
Session Date |
Sessions - No Show |
All sessions within a selected date range and/or filter that resulted in a No Show. |
Session Date |
Sessions - Placed on Hold |
All session within a selected date range and/or filter that were place On Hold. |
Session Date |
Sessions - Rescheduled |
All sessions within a selected date range and/or filter that were rescheduled. |
Session Date |
Sessions - Zero Dollar Invoice |
All sessions within a selected date range and/or filter that have an "initial order" invoice for $0. |
Session Date |
Sessions - No Initial Order |
All sessions within a selected date range and/or filter that do not have an "initial order" invoice. |
Session Date |
Tasks - All |
All tasks due within a selected date range and/or filter. |
Task Due Date |
Tasks - Completed |
All tasks completed within a selected date range and/or filter. |
Task Complete Date |
Tasks - Created |
All tasks created within a selected date range and/or filter. |
Task Create Date |
Tasks - Open by Due Date |
All tasks due within a selected date range and/or filter that do not have a "Complete Date." |
Task Due Date |
Tasks - Past Due by Due Date |
All tasks due within a selected date range and/or filter that do not have a "Complete Date" AND are past due as of today. |
Task Due Date |
Chart Type - Spectra gives you three chart type options to choose from, including bar charts, column charts, and pie charts. Bar charts use horizontal bars, column charts use vertical columns, and pie charts use circular pies (or doughnuts) to graphically display your information.
Chart Color - Liven it up and add some color to your reports!
Group By - Use the Group By feature to break down your information into even smaller, more defined sets of data. Note: The Group By options available on the drop-down list will vary based on the Data Type selected for the report.
Group By |
Description |
None |
Groups all the data into a single chart element. |
Week |
Creates a separate chart element for each week of the year. The week starting day is based on the First Day of the Week setting from the Studio Preferences. |
Month |
Creates a separate chart element for each month of the year. |
Year |
Creates a separate chart element for each year in the report. |
Photographer |
Creates a separate chart element for each photographer (primary) in the report. |
Assistant |
Creates a separate chart element for each assistant (primary) in the report. |
Sales Rep |
Creates a separate chart element for each sales rep in the report. |
Booker |
Creates a separate chart element for each person that booked sessions in the report. |
General Session Type |
Creates a separate chart element for each of the three general session types built into Spectra, including Portrait, Organization (School), and Wedding (Social Events). |
Your Session Type |
Creates a separate chart element for each of your custom session types in the report. |
Promotion |
Creates a separate chart element for each session promotion in the report. |
Session Status |
Creates a separate chart element for each session status in the report. |
Lead Source |
Creates a separate chart element for each client lead source in the report. |
Client Group |
Creates a separate chart element for each client group in the report. |
Client Status |
Creates a separate chart element for each client status in the report. |
Organization |
Creates a separate chart element for each client organization (school) in the report. |
Organization Status |
Creates a separate chart element for each organization status in the report. |
Organization & Grad Year |
Creates a separate chart element for each client organization (school) combined with the client graduation year in the report. |
Product Line |
Creates a separate chart element for each product line in the report. |
Best Selling Products |
Creates a separate chart element for each "Best Selling Product" in the report. |
Appointment Type |
Creates a separate chart element for each appointment type in the report. |
Appointment User |
Creates a separate chart element for each appointment user (primary) in the report. |
Phone Call Type |
Creates a separate chart element for each phone call type in the report. |
Assigned to User |
Creates a separate chart element for each "Assigned To" user in the report. |
Assigned to Department |
Creates a separate chart element for each "Assigned To" department in the report. |
Task Status |
Creates a separate chart element for each task status in the report. |
Task Type |
Creates a separate chart element for each task type in the report. |
Studio |
[Enterprise only] Creates a separate chart element for each studio in the report. |
Data Comparison - Every report will print the “Actual” data for the date range and criteria that you have selected. You may also have the option to compare the actual data against either the data from the previous year or your budget numbers. Note: If your report is based on a filter, you will not be given a data comparison option.
Date Range - Select the date range you wish to use. By selecting a named date range, like “This Year-To-Date,” Spectra will automatically determine the start and end dates for you. You also have the option to enter your own From and To dates.
Filter - Whether you are selecting a named date range or a custom date range, you can further define your criteria by applying a custom filter to the report. Note: If you are applying a filter in addition to a date range, it is recommended that you do NOT include any date criterion in the filter, preventing a potential conflict with the date ranges that are being applied by the report. You can also select a filter to be used instead of selecting a date range. To do this, simply select Filter from the Date Range combo box and then select a filter from the Filter combo box.
Set how often you want this report panel to automatically refresh when it is open on your Dashboard.
Now that you have your report criteria defined, what's next? You have two options at this point. Click View Report to open a Dashboard report window displaying the chart and data. This report window provides the tools you need to print, export, modify, and customize your report. See the following section for more details. You can also click Add to Dashboard to display this report panel on your Dashboard.
Dashboard Reports Window
To open the reports window, either double-click on one of your visible Dashboard report panels or go to Reports > Dashboard Reports and select a report to open. There are several parts to the report window – a ribbon toolbar across the top, a graphical display of the report, and a data grid. The ribbon contains the tools you'll use to work with and run your report.
If you want to save a hard-copy of your report, click Page Setup to define your print properties, and then click Print to print the report. The Print Preview button is a good option to preview exactly how the report will look before you actually print it.
The Export group of the ribbon contains tools for exporting your data – either to an Adobe PDF document or to a Microsoft Excel spreadsheet. Note: When exporting to Excel, the chart will be exported to the first worksheet in the workbook and the data grid will be exported to the second worksheet.
Click the Show Chart checkbox to toggle the chart section of the report window on or off.
Click the Show Grid checkbox to toggle the data grid section of the report window on or off.
Click the Show Details checkbox to toggle the data grid section between two different views. No Details will simply provide you with the summary numbers that are represented by each element in your chart, while the Detail View will list every Spectra record that meets your reporting criteria and is used to build your report.
The Properties group of the ribbon allows you to make changes to a report on-the-fly. Any changes made on the ribbon are meant to be temporary changes and won't be saved with the report. To permanently alter the report properties associated with a report, click Saved Properties and make your changes.
See the Report Panels section above for more details on changing the report properties.
The Dashboard data grids include some great customization tools to help you analyze your data. Use the tools in the Customize group of the ribbon or right-click on any column header and choose from the following features on the displayed menu:
Sorting - Clicking Sort Ascending or Sort Descending is the same as single-clicking on a column header. Use either method to sort your data by the desired column.
Summary - Add summary capabilities to any column on the report. Summary features include: totaling a column, averaging a column, finding the maximum or minimum value in a column, or calculating the total count of a column. The summary information is displayed in the report footer as well as in the footer section of each group.
Group By - The report data grids also have grouping capabilities. For example, to group all invoice records by the Invoice Type field, simply right-click on the Invoice Type column and select Group By This Field. Another option is to click Group By Box on the ribbon (or right-click and select it from the menu). The Group By Box will be displayed above the data grid. Simply drag-and-drop one or more columns to this box and your data will be divided into separate groups.
Filtering - Use the filtering feature to narrow down a large set of data to a smaller set that you really care about. To start filtering your data, click Filter the Data on the ribbon (or right-click and select it from the menu). You will notice a new funnel symbol appear in the header of each column. Click one of those symbols to see the options that can be used to narrow down your data. If you don’t see what you’re looking for, try selecting the Custom option from the list. You can then build your own custom filters for each column. When you’re done filtering your data and are ready to return to the original full data set, simply right-click the column and select Clear All Filters from the menu.
Column Chooser - To change which columns are displayed in the grid, click Column Chooser on the ribbon (or right-click and select it from the menu). In the Column Chooser, select the columns you’d like displayed in your grid layout. After closing the Column Chooser, drag-and-drop your column headers to rearrange the data. Columns can also be resized by either dragging and dropping the splitter bar between two columns or selecting Best Fit from the pop-up menu.
Show On Dashboard - Quickly add this report to your Dashboard as a report panel.
Saving Data Grid Customization - Any customization you make to the data grid is automatically saved with the report. The next time the report is opened, the data grid will be displayed with the last customization options you chose.
