You can now create custom dashboards within your 6clicks platform for individual users, multiple users or groups, or just yourself.
Contents:
This feature is only available with the Growth plan. If this feature is not present in your instance please reach out to your sales representative.
Navigate to Analytics.
From the Analytics dashboard select the plus at the topic right corner.
Select Dashboard and a Create New Dashboard modal will appear. Fill in the Dashboard Name and Choose Layout. Choosing the Default Data Set is optional. Click Create to create the dashboard.
Dashboard Options
Once the dashboard has been created the options to build the dashboard will appear on the left side.
- Sub Tabs - This option allows the user to create sub tabs. The new tab will appear at the top of the screen next to the original tab. A sub-tab can also be created by clicking Create Sub Tab.
- Reports - This option allows the user to insert a report into the tab. Reports can be dragged and dropped into a tab. For more on reports and filters, head to the next section in this knowledgebase.
- Filter - This option allows users to add filters to reports both on the x and y-axis. Drag and drop the preferred filters into the tab. For more on reports and filters, head to the next section in this knowledgebase.
- Text - This option allows the user to add text into the tab. Drag and drop the preferred text box into the tab.
- Graphics - This option allows the user to insert shapes, lines, and icons into a tab. Drag and drop the preferred graphics into the tab.
- Images - This option allows the users to insert images into the tab. Click Add Image and a modal will appear. Drag and drop or upload the file from the computer.
Once the image has been uploaded it then can be dragged and dropped into the tab.
- Widgets - This option allows the user to insert widgets into the tab. Widgets can either be Code Widgets (1) or Buttons (2).
Once all content has been added to the dashboard. The dashboard can be previewed before it is published. Select Preview Mode to preview the dashboard.
Once the dashboard has been previewed it can be published. Select Publish to publish the dashboard.
A modal will appear titled Save Dashboard. Fill in a Title (1), Description (2), Team (3), Module (4), and Tags (5). Select save once complete.
Reports and Filters in Dashboards
Creating a dashboard using reports from the same module
Dashboards are a great way to display multiple sets of reports on a single page. One approach is to create a dashboard that combines reports and tables that relate to the same module, i.e. combining the risk matrix and risk treatment plan table to create a risk manager dashboard. Because reports for the same modules have similar filters and the dashboard only allows you to have a single filter, it is relatively easy to combine filters.
As an example, let's create a dashboard and drag in the Assessment Results (QBA - by Results report.
Next, drag in the Progress Report (QBA) - Assessment - Overall Progress report and select the Chart.
The next step is to add some filters. Drag a filter set onto the dashboard and click on the filter. You will see there are two options:
- Filters
- Link Filters
First, select the filters you want to display by clicking the Filters button. You will see in the pop-up that you can select filters from either report.
Because the filters from the reports are very similar, you only need to select filters from one of the reports (we will link filters in the next step).
Select the filters you want as part of the dashboard and click Save. In this example, we will take the filters from the Assessment Results (QBA) - by Results report as the filters to be displayed on the dashboard.
The selected filters will appear in the filter component.
Next, we need to link the filters of the second report (Progress Report (QBA) - Assessment - Overall Progress) to the filters of the first report (Assessment Results (QBA) - by Results) that were selected in the previous step. to do this, click the Link Filters.
In the link filter pop-up, we will need to link the filters of the second report to the selected filters of the first report. As you can see the first filter we will match is called Template. From the dropdown, under Existing Filters, we select Template.
The same will need to be done for the Assessment and Responding Team filters. Remember to select from under the Existing Filters section in the dropdown.
Click Apply and the filters of the second report (Progress Report (QBA) - Assessment - Overall Progress) are now linked to the filters of the first report (Assessment Results (QBA) - by Results). To test, apply some filters and view the updated report.
If you added a third report, for instance, the Assessment Results (QBA) - by Risk, in the Link Filters pop-up you will see the option to select the filters to link to the filters used on the dashboard (which are the filters of the first report: Assessment Results (QBA) - by Results). Again, remember to select from under the Existing Filters section in the dropdown.
Creating a dashboard using reports from different modules
In this example let's drag and drop a Risk Matrix report into the dashboard.
Drag and drop a vertical filter which will be associated with the Risk Matrix. Select the the filters dropdown and select fitler.
Select the the desired filters from the list.
Once the desired filters have been applied. Select Filters dropdown and Set current values as default to save the current filter option(s).
Next, drag and drop a different report in this example we are going to use Progress Report (QBA) - Assessment. A Automatic Filter Linking modal will appear, select Skip For Now.
If an error occurs Automatic Filter Linking Failed, ignore this message.
Drag and drop a vertical filter which will be associated with the Progress Report (QBA) - Assessment. Select the the filters dropdown and select fitler.
Select the the desired filters from the list. 
Once the desired filters have been applied. Select dropdown Filters and Update default values to save the current filter option(s).
Select Preview Mode to view a preview of the dashboard.
