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Manage Analytics dashboards

Learn how to manage Analytics dashboards via the web app so your team easily tailor data visibility in your organization.

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.

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 in the sidebar or select it in Assets gallery view iconMore.

  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 Pencil icon 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.

Edit an Analytics dashboard

  1. Log in to the web app.

  2. Select Pie chart iconAnalytics in the sidebar or select it in Assets gallery view iconMore.

  3. Click the dashboard.

  4. Click Pencil iconEdit on the upper-right of the page. Edit an Analytics dashboard via the web app.

  5. Customize the charts and dashboard accordingly.

  6. Click Save on the upper-right of the page to save the changes to your dashboard.

Delete a dashboard

  1. Log in to the web app.

  2. Select Pie chart iconAnalytics in the sidebar or select it in Assets gallery view iconMore.

  3. Click More vertical icon on the dashboard's right-hand side, then click Delete iconDelete. Delete a dashboard via the web app.

  4. In the pop-up window, click Delete.

Frequently asked questions

Yes, the changes you make to an Analytics dashboard also apply to any user who can access the dashboard.

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