Reporting Dashboard

This article includes general overview, creating dashboards, settings, and overall feature improvements for the Reporting Dashboard.

Overview

The Reporting Dashboard plugin allows you to create and save a series of dashboards to display data visually in your workspace.  Data can be displayed as tables, graphs, data lists, and through other widget types. However, checkbox questions cannot be displayed in the dashboard. 

In order to access this plugin after installation, select Reporting Dashboard from your navigation bar.


Types of Widgets

Widget is the term used for a component of the reporting dashboard interface. When you add or edit a widget, you are adding or editing a piece of the dashboard. In the reporting dashboard, you are creating graphs, charts, tables, summaries, etc. Let's take a look at the different types of widgets available.

  • Pie Chart: view a summary of the data in pie chart form.
  • Bar Chart: view a summary of the data in bar chart form.
  • Line Chart: view a summary of the data in line chart form.
  • Data List: view two columns from the form, with option to sort ascending or descending
  • Table: Calculation based view of data records, option to select calculation type, grouping of rows, and display summaries
  • Summary: a single calculation result from a group of data records
  • Image: allows for adding images for display purposes.
  • Text: present static text to anyone viewing the dashboard.

Creating a New Dashboard

In some cases you may already have a dashboard created for you, either from a member of the WizeHive team or one of your colleagues. This section will go over creating a new dashboard without any pre-existing configurations and adding a new dashboard with existing configurations.

New Dashboard Without Existing Configurations

1. Navigate to Reporting Dashboard on the blue navigation bar, you will see a blank screen with two buttons.

2. Click on the "Edit Mode" button to start a new dashboard. This action will lay the groundwork for your first dashboard layout and open the Settings. In Settings, which can be accessed at anytime, you can give your dashboard a name, control which workspace member roles have permission, and set your own default dashboard.

3. Give your dashboard a name, click "Save Dashboard Settings" and click the "x" in the upper right corner or anywhere outside of the settings window to exit Settings.

4. Now you can add your first widget, click "Add Widget" to expand the types dropdown. Here is where you can select which type you would like to have in this section. Once you make your selection, the settings screen will open.

5. Once you have made your widget type selection, you will fill out the configuration edit screen. Depending on your widget type, there may be different fields/settings you can interact with here. In most, you will give a title, select the form that contains the data you want to represent in this widget. After you have made your selections, click "Save"

6. You have first widget in your first dashboard! You may need to edit the widget settings more than once to get your desired result, it depends on the data you are collecting. From here you can add more widgets, sections and update the settings at any time.

New Dashboard With Existing Configurations

1. Navigate to Reporting Dashboard on the blue navigation bar, you will see your default dashboard.

2. Click "Edit Mode" button to open the edit tools. The "New Dashboard" button will appear, click it. Enter in the title of your new dashboard and click "Create Dashboard."

3. Once you click "Create Dashboard," you will click on "Add Section" to determine the layout for the first section of your new dashboard.

4. Now you can add your first widget, click "Add Widget" to expand the types dropdown. Here is where you can select which type you would like to have in this section. Once you make your selection, the settings screen will open. Same steps 4 through 6 above.


Settings

The Settings screen will allow you to change the name of a dashboard, which members have access to read (view) the dashboard, and also, set your own personal default. Each member can access the settings to set their own dashboard default. Owners and Administrator roles can read/write, this means they are the only roles that can configure and create a dashboard. The other limited permission roles, can only view dashboards. 


Feature Improvements

  1. New Charting Library - moved from the retired Google Charts API to AM Charts, which provides increased interactivity with charts
  2. Default Dashboard Pages - workspace member can set their own personal default page, which will open when they click into the plugin
  3. Copy Widgets - from an existing widget, you can copy it if you need to build multiple, similar widgets (i.e. changing the filter from Q1 to Q2)
  4. Improved default sorting logic for Table / Data List widgets (in widgets where sorting is not configurable) - things like weeks sort Sunday - Saturday; summaries sorted Largest to Smallest
  5. Long labels will slant to attempt to prevent overlapping
  6. Summary / Table / Data List widgets should honor currency formatting from underlying data
  7. Ability to lock color selection across widgets (i.e. if 'New Grant' is red in a pie chart, and that widget is configured in tandem with another, 'New Grant' should be red in the 2nd or any additional chart that is configured that way)
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