Table of Contents
Dashboard Guide
Your dashboard is where all your saved quality reports live. Access, filter, reopen, and manage your SPC charts, fishbone diagrams, RCA reports, NCRs, and inspection forms.
Accessing Your Saved Reports
Sign in to your account and navigate to the dashboard. You will see all your saved reports listed with the tool type, title, date created, and a quick preview. Reports are sorted by most recent first.
Accessing Your Saved Reports
Filtering by Tool Type
Use the filter buttons at the top of the dashboard to show only reports from a specific tool (SPC, Fishbone, 5 Whys, NCR, or Inspection Forms). Click "All" to show everything again.
Filtering by Tool Type
Reopening a Report
Click on any report in the list to open it. You can view all the details, download the PDF, or share it. For inspection forms, you can also start a new fill from a saved template.
Tip
If you need to run a new analysis similar to a saved one, open the saved report for reference and start a new wizard in a separate tab.
Tips
- Use descriptive titles when creating reports so they are easy to find later on the dashboard.
- Check the "Shared with me" tab to see reports your team members have shared with you.
- The dashboard loads your most recent reports first. Use filters and search to find older reports quickly.