Key Information

Peter Campbell Updated by Peter Campbell

Key Information

Common themes

Many of the shipped dashboards share a similar layout for ease of use. The dashboards will have filters across the top of the page, related visuals (graphs and charts) in the centre and a summarising table at the bottom of the page.

This allows the user to refine the data, see visual representations and have a digestible table breakdown of the information at their disposal.

The tables should always have a URL as their first column to allow the user to navigate directly to the record upon which they are focused, allowing them to delve deeper and complete any required actions.

Tips

If you see a number tile within the system that shows its value as (Blank) instead of a number, this is because the system has no data to report and should be interpreted as that tile having 0 value.

In the example above, there are 0 open issues within the system.

To build on this, users can incorporate the available filters of 'Not Set' or 'Not Classified' to identify records lacking required information. This helps highlight records needing action, such as filling in missing data:

Data Syncing Frequency

When creating or editing data, this data is not instantly reflected within the Analytics module. This typically takes 1 hour to update.

This is not always exact so if data is needed in the Analytics module, please allow plenty of time to ensure this happens.

Assessment Dashboards

For data that is obtained from assessment responses to load into the dashboards, the corresponding assessment needs to be marked as complete. It cannot be saved and incomplete.

However, if you wish for data to appear in a dashboard that you are going to update in the future (for example, to report on KPIs for the first 3 quarters so far), you can select the completed assessment in the system, add in the necessary data and select save. This means the assessment is still complete but now contains more data and so this new data will be added to the dashboards.

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