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Rocketlane Product Training
Templates
Templates
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
Project Management
Project Management
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
Resource Management
Resource Management
11. General - Rocketlane Resource Management Guide
12. General - Resource AI and Request Management
Admin Settings
Admin Settings
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
Time Sheet Configuration and Settings
Time Sheet Configuration and Settings
9. General - Rocketlane Timesheet Configuration Guide
10. General - Managing Timesheet Reminders and Approving Team Time Off
Integrations
Integrations
23. General - Salesforce Integration Setup Guide
25. General - Jira Integration Setup Guide
24. General - HubSpot Integration Guide
Invoices and Expenses
Invoices and Expenses
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
Reporting and Dashboards
Reporting and Dashboards
26. General - Default and Time Analytics Reports User Guide
27. General - Creating Custom Reports and Dashboards in Rocketlane
Partner Management
Partner Management
22. Managing Partners in Rocketlane
Financial Management
Financial Management
15. General - Creating and Managing Billing Schedules in Rocketlane
Sprints and Sheets
Sprints and Sheets
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
AI Fills
AI Fills
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
