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Gather meaningful data (Part 2)

Learn more about the Analytics feature so you can start visualizing and analyzing your SafetyCulture data for your organization.

Dashboard sharing

Once you've configured your analytics dashboard to suit your use case, you can selectively share it with groups or give everyone in your organization visibility. Simply click Share while viewing your dashboard and selecting the relevant groups.

Share an Analytics dashboard via the web app.

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.

Customizable charts on the web app.

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 Analytics 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 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.

We'll be adding more Analytics chart customization options in the future. If you have any feedback or suggestions, we'd love to hear them from you!

Why customize my Analytics charts?

Customizing your Analytics charts helps display the data that's most important to you and your organization. You can change chart styles, adjust attributes, and change filters to visualize trends in your organization.

Customize a chart

  1. Log in to the web app.

  2. Select Analytics from the menu on the left-hand side.

  3. Click the dashboard.

  4. Click Edit iconEdit on the upper-right of the page.

  5. Scroll to the chart, where you can:

    • Select the metric and attributes on the chart's upper-left.

    • Change the chart style by clicking the current one on the chart's upper-right. Change the chart type for an Analytics report chart via the web app.

    • Add a title by clicking image, selecting Add chart title, then editing the title. If there's a title already, click image to edit it. Add a title to a chart in Analytics via the web app.

    • If required, add a KPI indicator by clicking image, selecting Configure KPI, and configuring the KPI in the pop-up window. Please note KPI isn't available to "Pie", "Table", and "Dual-axis" chart types.

    • If required, apply filters that only apply to this chart. Apply filters to a chart in Analytics via the web app.

  6. Scroll to the top of the page and click Save on the upper-right corner.

Check out more in-depth content in the Analytics section.

← Previous article: Gather meaningful data (Part 1) | Next article: Onboard new users

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