Analytics Dashboard Creation

Overview

The Analytics Dashboard Creation module allows you to build comprehensive, interactive dashboards to visualize and analyze your organization's data. You can create custom charts, tables, and visualizations for inspections, tasks, issues, and resources, with powerful filtering and customization options.

What are Analytics Dashboards?

Analytics Dashboards are interactive visualizations that help you understand and analyze your organization's data. They provide insights into:

• Inspections: Completion rates, scores, flagged responses, and performance metrics
• Tasks: Completion rates, status distribution, and productivity metrics
• Issues: Status tracking, priority distribution, and resolution times
• Resources: Utilization, readings, and performance data

Dashboard Features

• Interactive Charts: Bar, line, pie, dual-axis, and table visualizations
• Drag-and-Drop Layout: Customize chart positions and sizes
• Real-time Data: Live data updates based on your organization's information
• Advanced Filtering: Filter by date ranges, sites, status, and more
• Responsive Design: Works on desktop and mobile devices

Getting Started

Accessing the Analytics Module

1. Navigate to Analytics from the main menu
2. You'll see a list of all existing dashboards in your organization
3. Click "New" to create your first dashboard

Required Permissions

To work with analytics dashboards, you need the following permissions:

• View Analytics: View existing dashboards
• Create Analytics: Create new dashboards
• Edit Analytics: Modify existing dashboards
• Delete Analytics: Remove dashboards

Creating a New Dashboard

Step 1: Start Dashboard Creation

1. Click the "New" button in the Analytics interface
2. You'll be redirected to the dashboard creation page
3. The dashboard starts with a default name "Untitled Dashboard"

Step 2: Name Your Dashboard

1. Click the edit icon (✏️) next to the dashboard title
2. Enter a descriptive name for your dashboard
3. Click the save icon (💾) to confirm

Step 3: Add Your First Chart

1. Click "Add Item" in the top-right corner
2. A configuration drawer will open on the right side
3. Follow the chart configuration steps below

Adding Charts to Your Dashboard

Step 1: Select Data Type

Choose what type of data you want to visualize:

• Inspections: Inspection-related metrics and performance data
• Tasks: Task management and completion data
• Issues: Issue tracking and resolution data
• Resources: Resource utilization and readings data

Step 2: Choose Chart Type

Select from available chart types:

Basic Charts

• Bar Chart: Compare values across categories
• Line Chart: Show trends over time
• Pie Chart: Display proportions of a whole

Advanced Charts

• Dual-Axis Chart: Combine different metrics on separate axes
• Table: Display detailed data in tabular format

Step 3: Configure Metrics

Select the specific metric you want to measure:

Inspection Metrics

• Inspections: Total number of inspections
• Average Duration: Average time to complete inspections
• Average Score: Average inspection scores
• Flagged Responses: Number of flagged responses
• Flagged Rate: Percentage of flagged responses
• Inspection Completion Rate: Percentage of completed inspections
• Responses: Specific response data
• Scheduled Inspection Count: Number of scheduled inspections
• Scheduled Inspection Rate: Percentage of scheduled inspections
• Missed Inspection Count: Number of missed inspections

Task Metrics

• Tasks: Total number of tasks
• Task Completion Rate: Percentage of completed tasks

Issue Metrics

• Issues: Total number of issues

Resource Metrics

• Resource Sum: Sum of resource readings
• Resource Average: Average of resource readings

Step 4: Configure Attributes

Attributes determine how your data is grouped and displayed:

Common Attributes

• Last Editor: Group by who last edited
• Owner: Group by task/issue owner
• Site: Group by specific sites
• Site Group: Group by site groups
• Date Conducted: Group by inspection date
• Resource: Group by specific resources
• Status: Group by current status
• Template: Group by inspection templates
• Question: Group by specific questions
• Assignee: Group by assigned person
• Start Date: Group by start dates
• Schedule: Group by schedules
• Schedule Status: Group by schedule status
• Priority: Group by priority levels
• Date Created: Group by creation date
• Task Status: Group by task status
• Issue Date Created: Group by issue creation date
• Issue Category: Group by issue categories
• Issue Priority: Group by issue priorities
• Issue Status: Group by issue status
• Resource Date: Group by resource reading dates

Step 5: Advanced Chart Options

For Bar and Line Charts

• Stacked: Enable to stack multiple data series
• Horizontal: Display bars horizontally instead of vertically
• Hide Zero Values: Exclude items with zero values from display

For Dual-Axis Charts

• Multiple Metrics: Add up to 3 different metrics
• Mixed Chart Types: Combine bars and lines on different axes

For Tables

• Multiple Metrics: Add multiple metrics as columns
• Multiple Attributes: Add multiple attributes as rows

Step 6: Configure Filters

Add filters to focus on specific data:

Inspection Filters

• Status: Filter by completion status
• Template: Filter by inspection templates
• Resource: Filter by specific resources

Task Filters

• Status: Filter by task status
• Template: Filter by task templates
• Resource: Filter by assigned resources
• Priority: Filter by priority levels
• Label: Filter by task labels
• Type: Filter by task types

Issue Filters

• Status: Filter by issue status
• Priority: Filter by priority levels
• Category: Filter by issue categories

Resource Filters

• Template: Filter by resource templates
• Resource: Filter by specific resources

Step 7: Chart Settings

Basic Settings

• Chart Title: Enter a descriptive title for your chart
• Display Options: Configure visibility settings

KPI Settings (for Bar and Line Charts)

• KPI Name: Name for your key performance indicator
• KPI Target: Target value to measure against

Step 8: Save Your Chart

1. Click "Save" in the configuration drawer
2. Your chart will appear on the dashboard
3. You can now drag, resize, and reposition it

Filters and Customization

Global Filters

Set dashboard-wide filters that affect all charts:

Date Filters

• Today: Current day's data
• Yesterday: Previous day's data
• Last 7 Days: Past week
• Last 30 Days: Past month
• Last 90 Days: Past quarter
• Last 4 Weeks: Past 4 weeks
• This Month: Current month
• Last Month: Previous month
• Custom Range: Select specific dates

Site Filters

• All Sites: Include all sites
• Specific Sites: Select individual sites
• Site Groups: Filter by site groups

Dashboard Type

• All: Standard dashboard (same data for all users)
• Individual Based: Data based on what the user created
• Site Based: Data based on user's site membership

Chart-Specific Filters

Add filters to individual charts:

Status Filters

• Filter by completion status
• Filter by task/issue status
• Filter by inspection status

Template Filters

• Filter by inspection templates
• Filter by task templates
• Filter by resource templates

Resource Filters

• Filter by specific resources
• Filter by resource types
• Filter by resource categories

Priority and Label Filters

• Filter by priority levels
• Filter by task labels
• Filter by issue categories

Dashboard Layout and Design

Grid Layout System

Your dashboard uses a 12-column grid system:

• Full Width: 12 columns
• Half Width: 6 columns
• Third Width: 4 columns
• Quarter Width: 3 columns

Resizing and Positioning

In Edit Mode

1. Drag to Move: Click and drag chart headers to reposition
2. Resize: Drag chart corners to change size
3. Grid Snapping: Charts automatically snap to grid positions

Chart Controls

• Settings Icon: Configure chart options
• Remove Icon: Delete chart from dashboard
• Drag Handle: Move chart position

Responsive Design

• Desktop: Full layout with all features
• Tablet: Adjusted layout for medium screens
• Mobile: Optimized for small screens

Managing Dashboards

Viewing Dashboards

1. Dashboard List: See all available dashboards
2. Search: Find specific dashboards by name
3. Pagination: Navigate through multiple dashboards

Editing Existing Dashboards

1. Edit Mode: Click "Edit Chart" to enter edit mode
2. Add Charts: Click "Add Item" to add new charts
3. Modify Charts: Click settings icon on existing charts
4. Save Changes: Click "Update Analytic" to save

Deleting Dashboards

1. Delete Option: Click delete icon in dashboard list
2. Confirmation: Confirm deletion in modal

Dashboard Permissions

• View: See dashboard data
• Edit: Modify dashboard configuration
• Delete: Remove dashboard entirely

Best Practices

Dashboard Design

1. Clear Titles: Use descriptive names for dashboards and charts
2. Logical Layout: Arrange charts in logical order
3. Consistent Sizing: Use consistent chart sizes for similar data
4. Color Consistency: Use consistent colors across related charts

Data Selection

1. Relevant Metrics: Choose metrics that matter to your audience
2. Appropriate Chart Types: Match chart type to data characteristics
3. Meaningful Filters: Use filters to focus on important data
4. Performance: Limit charts to avoid slow loading

User Experience

1. Mobile Friendly: Test on mobile devices
2. Loading Times: Keep dashboards lightweight
3. Intuitive Navigation: Make filters and controls easy to use
4. Regular Updates: Keep data current and relevant

Performance Optimization

1. Limit Chart Count: Don't overload dashboards
2. Efficient Filters: Use specific filters to reduce data load
3. Appropriate Date Ranges: Choose reasonable time periods
4. Regular Maintenance: Clean up unused dashboards

Troubleshooting

Common Issues

Charts Not Loading

• Check permissions: Ensure you have view access
• Verify data: Confirm data exists for selected filters
• Clear cache: Refresh browser or clear cache
• Check network: Ensure stable internet connection

Wrong Data Displayed

• Check filters: Verify filter settings
• Date range: Confirm date range is correct
• Site selection: Ensure correct sites are selected
• Dashboard type: Check dashboard type settings

Charts Not Updating

• Refresh page: Reload the dashboard
• Check filters: Verify filter changes are applied
• Data lag: Allow time for data updates
• Permissions: Ensure you have latest data access

Layout Issues

• Grid system: Ensure charts fit grid properly
• Browser compatibility: Try different browsers
• Screen size: Check responsive design
• Edit mode: Ensure you're in edit mode for changes

Performance Problems

• Reduce chart count: Limit number of charts
• Optimize filters: Use more specific filters
• Date range: Reduce time period
• Data volume: Check if data volume is too large

Getting Help

If you continue experiencing issues:

1. Check System Status: Verify the system is operational
2. Contact Administrator: Reach out to your system administrator
3. Document Issues: Provide specific error messages and screenshots
4. Test Environment: Try in different browsers/devices

Permissions

Required Permissions for Dashboard Management

Related Permissions

• View Sites: Required to filter by sites and site groups
• View Resources: Required to access resource data
• View Tasks: Required to access task data
• View Issues: Required to access issue data
• View Inspections: Required to access inspection data