Dashboards

[Reading time: 3 minutes]

Overview

The Dashboards module in the Reporter allows you to create and customize statistical dashboards with tailored Key Performance Indicators (KPIs).
A dashboard can include up to 30 KPIs, coming from different explorations, to provide an overall view of your performance.

👉 See the article about KPIs

👉 See the article about calculated data customized

Accessing the dashboards module

To access the module, you need:

• Access to Reporter in your role.
• Access to Dashboards in your role.
• The creation right to be able to create dashboards.

Interface and dashboard management

When you access the module, you see a list of existing dashboards.
For each dashboard, the following information is displayed:

• Name: dashboard name.
• Rights: your rights on the dashboard (Owner or Guest).
• Users: number of users with access to the dashboard.
• KPIs: number of KPIs in the dashboard (maximum of 30).
• Action buttons:
  • Open (arrow)
  • Duplicate (cogwheel)
  • View history (cogwheel)
  • Edit (pencil)
  • Delete (bin)
  Available actions depend on your rights (Owner or Guest).

A search bar lets you search for a dashboard by its name.

You can also refresh the dashboard list at any time to apply real-time updates.

Access rights

• Owner: can edit and delete the dashboard, manage the KPIs it contains, and manage user access rights.
• Guest: can only view the dashboard and users (read-only).

Both Owners and Guests can duplicate a dashboard and view its history.

Creating a dashboard

There are two ways to create a dashboard:

1. From the dashboards module

• Click the Create button.
• Give your dashboard a name.
• Add the users who should have read-only access.

Note: you can change these rights later if needed.

Once created, the dashboard is empty.

• Enter the dashboard.
• In the Information tab, click Add the KPI.
• A list of all available KPIs (from all explorations you have access to) is displayed.
• Select the KPIs you want to add.

2. From the KPI tab of an exploration

• Select one or more KPIs from the same exploration.
• Create a dashboard directly from this tab.
• Once created, you can then add KPIs from other explorations if needed.

Editing a dashboard

If you are an Owner:

• You can change the layout and size of the KPIs by clicking the Change the layout button.
• You can add or remove KPIs from the Information tab.
• You can also edit user access rights.

Deleting or duplicating a dashboard

• Only an Owner can delete a dashboard.
• When duplicating a dashboard, all its content (KPIs and layout) is copied, but user access rights are not.

Refreshing data

You can refresh to apply real-time updates:

• On each individual KPI inside the dashboard.
• On the list of dashboards.

This ensures you always see the most recent data and changes.

Filters

Inside a dashboard, you can apply filters to refine your view:

• A date filter for 3 rolling months.
• Depending on the selected KPIs, other filters may also be available.

Exporting KPIs

The KPIs added to a dashboard can be exported in the same way as in the KPI tab of an exploration (pdf, png, csv).

Content

The KPIs in a dashboard always indicate which exploration they come from. For example, the KPI below comes from an exploration called ‘Incoming calls’.

If you are a Guest and one of the KPIs in the dashboard comes from an exploration you don’t have access to, the KPI will appear as “forbidden”.
This helps you identify KPIs you cannot view due to access restrictions.