Rocketlane Product Training

1. General - Rocketlane Project Template Creation Guide
3. General - Rocketlane Form Template Creation Guide
4. General - Using Form Templates in Project Management
5. Project Update Templates in Rocketlane

2. General - Rocketlane Project Management: Timeline, Dynamic Conditions, and Spaces Guide
8. General - Rocketlane Project Management User Guide
7. General - Accounts Overview
6. General - Configuring Key Events and Intervals in Rocketlane

11. General - Rocketlane Resource Management Guide
12. General - Resource AI and Request Management

16. General - Admin Settings User Guide
18. General - Rocketlane Integrations and Configuration Guide
17. General - Admin settings in Rocketlane pt 2
19. General - Advanced Admin Setup Guide

9. General - Rocketlane Timesheet Configuration Guide
10. General - Managing Timesheet Reminders and Approving Team Time Off

23. General - Salesforce Integration Setup Guide
25. General - Jira Integration Setup Guide
24. General - HubSpot Integration Guide

21. General - Expense Management Configuration Guide
20. General - Managing Project Expenses in RocketLane
14. General - Creating and Managing Invoices in Rocketlane
13. General - Rocketlane Invoicing Setup Guide

26. General - Default and Time Analytics Reports User Guide
27. General - Creating Custom Reports and Dashboards in Rocketlane

22. Managing Partners in Rocketlane

15. General - Creating and Managing Billing Schedules in Rocketlane

29. General - Automating Sheet Templates and Project Integration in Rocketlane
28. General - Sheets: A Step-by-Step User Guide
30. General - Sprint Setup and Management Guide

31. General - AI Fills Setup Guide
32. General - Using AI Fills for Meeting Power Updates in Rocketlane

27. General - Creating Custom Reports and Dashboards in Rocketlane

On this page

Creating Custom Reports and Dashboards in Rocketlane Step 1: Choose the Report Type Step 2: Create a Tabular Report and Select the Data Source Step 3: Add Charts, Metrics, and Layout to the Tabular Report Step 4: Create a Pivot Report on Tasks Step 5: Configure Rows and Columns in the Pivot Report Step 6: Add Charts to the Pivot Report Step 7: Apply Conditional Highlighting to Numeric Fields Step 8: Create a Tabular Report with Formula Fields (Projects Example)Step 9: Add Custom Reports to Dashboards Step 10: Review, Arrange, Filter, and Share Dashboards