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Analytics Dashboards

You can now create custom dashboards within your 6clicks platform for individual users, multiple users or groups, or just yourself.

Contents:

Navigate to Analytics (1) and go to Dashboard (2). 

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. 



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. 



Text - This option allows the user to add text into the tab. Drag and drop the preferred text box into the tab. 

Graphics - This feature enables users to add shapes, lines, and icons to a tab. Simply drag and drop the desired 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. 

Under More you have the options to Refresh Dashboard and Delete Version. 

 

Once the dashboard has been previewed it can be published. Select Publish to publish the dashboard. 

A modal will appear titled Save Dashboard. Give your dashboard 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 an effective way to showcase multiple reports on a single page. For example, you can create a dashboard by merging reports and tables related to the same module, such as combining the risk matrix with the risk treatment plan table to build a comprehensive risk manager dashboard. Since reports for the same module typically share similar filters and the dashboard supports only one filter at a time, combining these filters is straightforward. 

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:

  1. Filters
  2. 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. 

Since 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 TemplateFrom 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 Filter

Select 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. An 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 Filter

Select 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.