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Create Analytics dashboards

Learn how to create Analytics dashboards via the web app.

We currently have a legacy and a new experience with the Analytics feature.

This article covers the new Analytics experience. Please ensure you're in the new experience by using the toggle on the upper-left of the Analytics page.

What are Analytics dashboards?

The Analytics feature empowers you to see all your data in one place, although this can sometimes be overwhelming for groups or users who don't require full visibility. By creating individual Analytics dashboards, you can manage the data flow across your organization so that stakeholders only see the information most relevant to them.

What you'll need

Analytics dashboard types

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.

A custom dashboard in Analytics feature on the web app.

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 example of locked access when drilling down on data in a custom Analytics dashboard.

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.

A site-based dashboard in the Analytics feature on the web app.

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

An individual-based dashboard in the Analytics feature on the web app.

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.

Depending on the type of dashboard you want to create, you'll need the corresponding permission:

Create an Analytics dashboard

  1. Log in to the web app.

  2. Select Pie chart iconAnalytics from the menu on the left-hand side.

  3. Click Plus iconCreate dashboard on the upper-right of the page. Depending on your permission, select the type of dashboard you want to create in the pop-up window.

  4. Select from the following options:

    • Use a dashboard template: Select this option if you'd like to make use of pre-made templates.

    • Start from scratch: Select this option if you'd like to create a dashboard from scratch based on data sets you want to analyze.

  5. Click image on the upper-left of the page to name your report.

  6. Customize the charts in your report accordingly, ensuring that each chart is populated with data and any unwanted charts are deleted. You can also add, resize, and move charts as needed.

  7. Click Save on the upper-right of the page.

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