RiskBase Desktop Software

RiskBase Mobile Software

Getting Started

Dashboard

The Dashboard provides a visual way to analyse and dissect data — especially task information. Interactive charts and graphs show an overview of results and can be customised with grouping and filtering options. Detailed results are view-able in a data grid or can be exported as a CSV or PDF.

This article will walk you through accessing the Dashboard, choosing a report, and then customising and exporting data from it. The following examples will feature our standard “Task” report.

Three reports displayed at the top of the dashboard.

Three reports displayed at the top of the dashboard.

Accessing the Dashboard and Choosing a Report

To view your Dashboard, right click on your company’s name in the RiskBase Explorer and select Dashboard.

Changing a Chart

  • Click on a chart title or select ‘Change Report’ from the  more options menu.
  • From the list that appears, double click on the report you’d like to view.
Left: The more options menu. Right: Report selector.

On the left, the more options menu. On the right, the report selector.

Changing the Way a Chart's Results Are Grouped

Charts display results in groups (e.g. a task could be grouped by its status, priority, category, etc). A chart grouped by Priority would show results split into low, medium, and high priorities.

Chart showing tasks grouped by their priority.

A chart showing tasks grouped by priority. Hovering over the Medium segment shows there are 15,865 tasks!

To change a chart’s grouping:

  • Click a chart’s filter button or select View Filter from the more options menu.
  • Choose the type of grouping from the “Group By” field and then click Show Report.
Configure Report: Choosing to group tasks in the chart by their priority.

Configuring a report to group results by the tasks’ priorities.

Setting Up a Filter and Saving It

Focus on tasks important to you with filters. You may want to keep track of all high and medium priority tasks which are overdue:

  • Click the chart’s filter button or select View Filter from the more options menu.
  • Choose Overdue from the Due Group field and Medium and High from the Priority field.
  • Click Show Report — the chart will now show all high and medium priority tasks which are overdue.
Filtering report to show overdue tasks with high or medium priorities. (Additional filters have been hidden in this example.)

The filter setup to only show high and medium priority tasks which are overdue. (Additional filters have been hidden in this example.)

Saving the Filter as a Custom Report

Saving a custom report lets you come back at a later date and view the same results without setting the group and filtering options again. To save the report, click the Save Report button instead of the Show Report button:

  • Click the chart’s filter button or select View Filter from the more options menu.
  • Make sure the filter is setup correctly and click Save Report.
  • You can choose to update an existing report or create a new one.
  • Name your report and add an optional description.
  • Choose whether you’d like other users to see and modify/delete your custom report. If a report is unlikely to be useful for others we recommend un-ticking these options.
Keep your report's name short and sweet; add detail to the description.

Keep your report’s name short and sweet; add detail to the description.

Further Filtering and Interactive Features

The dashboard is interactive – allowing use of the visual displays to gain an overview of segments (by mousing over) or clicking a segment to break it down further. This method of filtering is useful when we wish to look at one of our saved reports in further detail – often the report results dictating which segment we want to break down further. Manipulating filters and breaking down data further allows us to quickly get a snapshot overview of large data sets, and when working from a saved report we can quickly return to the report we started with.

To further filter one segment;

Mouse over segment to breakdown further >  under ‘Filter Down ‘[Name]’ and Group By’ header, select how you would like to group the segment

In this example we have selected the 'High' priority segment and now wish to group the high priority tasks by 'Due Groups'.

In this example we have selected the ‘High’ priority segment and now wish to group the high priority tasks by ‘Due Groups’.

 

Our chart has now refreshed to show the high priority tasks by their 'Due Groups'.

Our chart has now refreshed to show the high priority tasks by their ‘Due Groups’.

Note : Overdue = due date past, Imminent = next 30 days, Future = 31 days +

Seeing this data visually we may want to adjust the filter to change the data, in this example we want to remove completed tasks.

To adjust the filters;

Click the filter icon filter-icon

Staying with our example - the 'Due Group' field is blank meaning the chart will display all due groups by default.

Staying with our example – the ‘Due Group’ field is blank meaning the chart will display all due groups by default.

> amend the filter fields  as required > click ‘Show Report’

To remove tasks in the completed group we must select all other groups, but not 'Complete'. Note how the list highlights selected option grey and the fields appear in the 'Due Group' box.

To remove tasks in the completed group we must select all other groups, but not ‘Complete’. Note how the list highlights selected option grey and the fields appear in the ‘Due Group’ box.

We have now removed the completed tasks. The key summary now shows one less Due Group.

We removed the completed tasks. The key summary now shows one less Due Group.

We could now change the filters, further break down a segment or return to our saved report and filter for some other information.

Graph/Chart Breakdown in the Data Grid

Once we have grouped the data in the desired way we will want to gain an overview. This is achieved using the data grid which is displayed below the graphs/charts.

View a breakdown relating to the whole of the chart or graph;

Select the ‘more options’ icon (top right)   > select ‘View in Data Grid’

dashboard-more-options

View a Task breakdown relating to one segment of the chart or graph;

Click desired segment > (in new window) select ‘View in Data Grid’

 dashboard-view-segment-in-datagrid

Either of the actions above will load the related data in the grid below the chart/graph display.  The total number of results being displayed is shown in the tab at the top of the data grid.

dashboard-web-breakdown

Note that there are always two tabs at the top of the data grid. ‘Custom Reports’ is always the first tab, the second is the chart or graph which we have selected to view and it will display the name of the report.

See  ‘Using the Data Grid‘ section for ways of manipulating the data grid.

 

Downloading from the Dashboard

Tasks relating to either the whole chart or just one individual segment can be downloaded as a PDF or Excel (CSV) document.

You can download chart data as either a PDF or an Excel (CSV) document. The download will either be the data relating to an individual segment of the chart, or everything (all of the segments) in the chart depending on where you choose it from.

Tip : Double-check the tasks that will download by viewing them in the data grid first.

Download tasks from the whole chart or graph:

Click ‘more options’ icon More Options button> select ‘Download CSV’ or ‘Download PDF’ from the drop down > file will download into your computers default location

dashboard-more-options

Download tasks from a specific segment:

Click data segment for download >  select ‘CSV Breakdown’ or ‘PDF Breakdown’ > file will download into your computers default location

dashboard-segment-download

 


Did This Help?

Did this page help or are you left with more questions?

Your Feedback Has Not Been Sent

Sending Feedback

Your Feedback Has Been Sent