Dashboards & Analytics

• Real-Time Project Data with Dashboard Analytics

  Overview: dashboard analytics The Analytics module lets you track checklist progress, quality assurance status, and test outcomes through a filterable grid and visual dashboard charts, which is used for project health monitoring, progress reporting, and coordination meetings. Your role must be Manager or Admin. You can find the menu at sidebar - Analytics. This changes which filters and presets you use for viewing. It does not change checklist data. Saved filter presets arSome readers

Custom Reports

• Create and Customize Project Reports

  Overview: create and customize project reports The Reporting module lets you build, update, and regenerate project-specific reports by combining your own content with live data, graphs, files, and attachments, which is used for QA and progress documents or formal final reports that follow ASHRAE Guideline 0, ASHRAE Standard 202, or LEED certification requirements. For placeholders, see [Create and Replace Custom Fields in Reports](https://help.cxplanner.com/en-us/article/create-and-replace-Popular

• Create and Replace Custom Fields in Reports

  Overview: custom fields in reports Custom fields in CxPlanner reports let you create placeholders that you can replace with specific text across the entire report in one action, which is used when recurring names, titles, or project data must stay consistent without editing each occurrence by hand. For building the report structure, see Create and customize project reports. Your role must be **ManageSome readers

• Create and manage flowcharts in reports and Cx-Plan

  Overview: flowcharts in reports Flowcharts let you build diagrams in a full-screen editor, save them to the project, and insert them as images into rich text in reports, which is used when documenting processes, dependencies, or workflows that multiple users need to reuse. API users do not have access to this feature. Your role must be Contractor or higher. Viewer cannot use flowcharts. You can find the menu at Cx-Plan or a report rich text editor - Flowchart icon. ThFew readers

Meeting module

• Use & manage the Meeting module

  The Meetings feature lets a project team capture attendees, write structured minutes, link follow-up tasks, and publish or sign a formal record of a meeting, directly inside a CxPlanner project instead of a separate document. This page covers turning the feature on, creating and continuing a meeting series, editing minutes and participants, and publishing and signing a meeting. || The meeting module is an enterprise feature. It only appears in a project's sidebar after a CxPlanner backendFew readers