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What are Analytics dashboards?

Learn what Analytics dashboards are and how you can use them to organize your charts via the web app.

What are Analytics dashboards?

Analytics dashboards allow you to create focused views of your organization's data within SafetyCulture. They keep data focused so teams and stakeholders only see what matters most to them.

By creating dashboards, you can manage the data flow across your organization so that sites or groupsonly see the information most relevant to them. For example, you can create a dashboard for site managers that highlights completion rates, and another for leadership that focuses on high-level trends. This helps reduce noise, protect sensitive information, and make faster, better-informed decisions.

Exploring Analytics dashboards

Dashboard types

Dashboard type

Recommended use case

Permission required to create

Custom

Best used for creating tailored views with specific metrics and data sources relevant to the organization's unique business needs, combining multiple data types into a personalized view.

"Analytics: Manage" permission

Site-based

Best used for monitoring location-specific metrics, comparing performance across different sites, managing site-level compliance, and facility-specific reporting.

"Analytics: Create dashboard (site-based)" permission

Individual-based

Best used for tracking individual user performance, monitoring personal completion rates, managing individual assignments and responsibilities, and performance reviews.

"Analytics: Create dashboard (individual-based)" permission

Custom

Custom dashboards are static, meaning the data is of the entire organization, and what each user sees at the dashboard level is the same. However, if a user wants to drill down into specific data, what they can see is based on their access.

An Analytics dashboard using the "Custom" dashboard type to display data.

For example, if John creates a custom dashboard, the data he sees as he adds charts and applies filters are of the entire organization. When he shares the dashboard with Jane, Jane will see the same set of data. However, if John or Jane drills down into specific data, they'll only be able to see the details of what they can access.

An inspection in the drill-down side panel in Analytics is locked when a user has no "View" access.

Site-based

Site-based dashboards are dynamic, meaning the data each user sees is different, as it's based on the data associated with the sites they're a member of.

An Analytics dashboard using the "Site-based" dashboard type to display data.

For example, if John creates a site-based dashboard, the "Site membership" filter will be turned on, and he'll only see inspections, actions, etc., associated with the sites he's a member of. When he shares the dashboard with Jane, Jane may see a different set of data based on the inspections, actions, etc., associated with the sites that she's a member of.

Individual-based

Individual-based dashboards are dynamic, meaning the data each user sees is different, as it's based on what each user has created.

An Analytics dashboard using the "Individual-based" dashboard type to display data.

For example, if John creates an individual-based dashboard, he'll only see inspections, actions, etc., that he has created. When he shares the dashboard with Jane, Jane will see a different set of data based on the inspections, actions, etc., that she has created.

Multiple charts

Adding multiple charts to your Analytics dashboard allows your team to easily view insights from different data sources, identify trends, and compare metrics in one integrated dashboard.

Dashboard filters

Filter your Analytics dashboard to focus on the most significant data for your organization. Set a custom date range, select relevant sites, and choose specific groups to filter your data and visualize trends.

Dashboard sharing

After customizing your Analytics dashboard, you can share it with specific groups or provide access to everyone in your organization. This allows you to control access based on roles or specific needs, ensuring relevant data is only available to the appropriate teams.

Dashboard customizability

Since charts can sometimes occupy too much screen space, you can easily resize your analytics charts to quickly view and analyze data. Optimize your dashboard by resizing charts and customizing data visibility to display zero values or hide total metric counts, ensuring your team focuses on the most relevant information at a glance.

Frequently asked questions

Exporting entire dashboards is not currently supported. However, you can download individual charts as images or CSV files.

If you'd like to export your dashboards, please let us know by providing your feedback.

Only the data each chart includes changes, while metrics, attributes, filters, and dashboard layout stay the same.

  • Custom dashboards show data from across your organization (what each user can drill into still depends on their access).

  • Site-based dashboards automatically limit charts to data from the sites each viewer is a member of, so different users may see different results on the same charts.

  • Individual-based dashboards limit charts to data created by the user viewing the dashboard, so each user effectively sees their own work.

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