Updated 22 November 2016
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.
To view your Dashboard, right click on your company’s name in the RiskBase Explorer and select Dashboard.
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.
To change a chart’s grouping:
Focus on tasks important to you with filters. You may want to keep track of all high and medium priority tasks which are overdue:
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:
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.
Mouse over segment to breakdown further > under ‘Filter Down ‘[Name]’ and Group By’ header, select how you would like to group the segment
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.
> amend the filter fields as required > click ‘Show Report’
We could now change the filters, further break down a segment or return to our saved report and filter for some other information.
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.
Click desired segment > (in new window) select ‘View in Data Grid’
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.
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.
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.
Click data segment for download > select ‘CSV Breakdown’ or ‘PDF Breakdown’ > file will download into your computers default location