Dashboards

Dashboards are reports that shows selected data in various forms - e.g. Tables, graphs, images etc.
All Dashboards are based on Enquiries
Some Dashboards are pre-defined and can't be edited.
Customers can create their own Dashboards.

View Dashboards

Select Analytics / Dashboards from the Main section of the pulse menu -

This is an example screen shot of the pulse menu.

Position of the menu items within pulse will vary according to available options and dependant on personal screen resolution.

or from the Main Menu select Analytics then Dashboards -

or enter Dashboards in the Quick Launch Side Menu.

This will then show the Dashboards on the system where normal customisation of Sets can be used.

To modify the columns displayed, select on the top right of the page, then tick/untick the information you want to hide or display.

Use Dashboards

Select Dashboards from one of the options as shown above in View Dashboards.
Select and open one of the pre-defined Dashboard.
Results will automatically be produced.
For example -
Various options are available for interrogating the data.
- Hovering over areas will show further breakdown of data.
- Each chart/graph with have icons in top right, allowing further actions such as Export (pdf, Excel or Image), Inspecting data, enlarging chart/graph to full screen.
- Select any individual section within a chart/graph will show associated data results in any other chart/graph on the Dashboard.
- Select the icon will reset the chart/graph back to the default setting.

Create a Dashboard

Select Dashboards from one of the options as shown above in View Dashboards.
Create a new Dashboard by either -
- Select and open one of the pre-defined Dashboard, then select Copy.
  
  Enter a new description for the new Dashboard.
  
  Select Submit, then Edit to make changes.
or
- select New
  
  Enter new description and data information locations.
  
  Select Create, then Edit to make changes.
Select and drag charts/graphs to main page.
Make changes to charts/graphs by clicking on them and select the appropriate icon on the side menu that pops up.
- Cog: Various data options.
  
  Tip
  
  One useful option here is the Top N option.
  
  Can set to show the Top N (e.g. Top 5) values only.
- Filter: Filter data.
- Interactivity: Interactions available.
- Options: Display options and formats.
- Convert To: Change to another type of chart/graph.
  
  Tip
  
  A useful filter is the Range filter. This will allow you to drag the 'x' axis from left and right to show a specific range.
  
  The resulting data will then show in other charts/graphs on the dashboard.
- Delete: Removes chart/graph from Dashboard
Select Save to complete creation.

Updated October 2024