How to use Dashboards

Peter Campbell Updated by Peter Campbell

How to use Dashboards

The Filters pane is located on the right-hand side of the page. This can be opened or minimised and enables you to filter the data being reported on within the dashboard. The filters are broken down into fields from the system allowing you to filter by specific data, such as suppliers with a specific Supplier Type (for example).

Within the dashboards themselves, there have been filters added that are designed to be the most relevant for the page that you are viewing. For example, in the Contract Renewals Management tab, there are filters for Options/Rights of Renewal Classification and Days until contract expiry.

The filters within the dashboards will take one of four primary forms: typed, dropdown, tick box and tiles.

The typed option is primarily used to filter by a specific Supplier or Contract to provide the overview of the information shown on the dashboard for that supplier or contract, instead of having to extract all the information by reading through the supplier or contract record.

The dropdown and tick box filters work in a similar fashion and allow you to select multiple options to enable filtering with a filter A or filter B scenario.

The tile filter is typically used in scenarios where there are few options to select and it would be beneficial to have a clearer view of the options available and which filter specifically is being assigned. Unlike the two previous filters, this can only have one field selected at a time.

In any of the above examples, filtering by blank or "not set" can be a useful tool to find records without the required information.

There is another method of filtering that you can utilise within these dashboards which does not require the filter pane or a specific filter on the page. By selecting data in any visual within the dashboard, the visual becomes filtered automatically, based on the portion of data selected.

For example, you can see in the image below that the dashboard is reporting to have data for 13 suppliers that hold insurance.

If you select the segment of the pie chart below to specific a particular type of insurance (In this case, Public Liability Insurance), the graphics and page around that visual will update to be filtered by that type of insurance also.

Selecting the same segment again will reset the filters.

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