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How to work with dashboards

A dashboard is an interactive dashboard with data about the company's business processes and their effectiveness.

Depending on the project settings, the number of dashboards on the portal may vary. The system already has standard dashboards, for example "recognition accuracy". If these are not enough, you can order customization from your manager.

Open dashboard

  1. Click Dashboards — a section with available dashboards and the Pulse screen will open.
  2. Select a dashboard and click .

The dashboard screen will open. To view information on other dashboard pages, use the tabs at the bottom of the screen.

Note

Some dashboards have help. To view it, press .

Filter data

You can filter dashboard data by various parameters. To do this, use buttons, drop-down lists, sliders, text entry fields, and other visual form elements.

Select multiple options

To select multiple options for displaying information, hold Ctrl and check the values ​​in the filter drop-down list.

Multiple sorts

To sequentially sort the data in the table by several columns, hold down Shift and mark the column headings in the desired order.

To sort in ascending or descending order, click on the column heading.

Reset filters

The applied filters can be viewed in the Filters menu on the right. To clear all filters, press .

Change detail

Some visual elements of the dashboard, such as charts, graphs, or matrices, allow you to present data in a hierarchy. To change the level of detail:

  1. Hover over a table in the dashboard - drill-down buttons will appear.
  2. Click:
    • — refinement by generalization;
    • — enable detailing;
    • — go to the next level of detail;
    • - expand everything one level down the hierarchy.

Export table to Excel

The dashboard table can be saved to your computer in XLS format.

  1. Click and select Export Data.

  1. In the File Format field, select XLSX and click Export.

note

If you select the "Summarized Data" export type, the data will be exported taking into account all applied filters in the report.

If you have any questions or problems, contact support.