Using a performance dashboard

Monitor the monthly environmental performance of your organization or group over a selected period.

1. Open a performance dashboard, such as the Performance By Group dashboard:
   • For an organization, from the main menu, click Monitor, and select the performance dashboard.
   • For a location, select the group or location in the organization hierarchy. From the main menu, click Track, and select the performance dashboard.
2. Select a comparison period for the summary chart.
3. Select a unit of measure in the View as drop down list, for example, Energy (GJ). Only data types that are associated with the unit of measure are included on the dashboard.
4. Select the time range of the dashboard. Data is aggregated by month.
5. Review the summary information, which includes the total activity data across all data types, the value for the period, and the variance.
6. Review the Activity By Group chart.
7. Click on a chart to change the sort order of a chart and the maximum number of data types to display.
8. Review the Activity By Category chart. A maximum of 10 data types are shown. If more than 10 groups are found, then 9 are shown and the remaining data types are aggregated into an Other segment.
9. Click Filters to narrow the data set of all charts on the report.
10. Click Actions to save your view, schedule the dashboard, and to email the dashboard.
11. Click on a chart to view the chart data in a grid view and to export the view to a file.