When you open Home, you land on the Overview tab. It opens with a greeting and a Needs your attention section: one card each for Checklists, Tickets, Incidents, Hazards, Centre Documents, People Documents, Policies and Procedures. Red dots flag items that need action, and green dots mean all clear. Select a card to jump straight to the matching list.
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The Overview tab, with the Home tabs across the top and the settings cog on the right.
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Below the cards, Quick actions let you start a new checklist, incident, ticket or hazard, or open the matching register.
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The tabs across the top (Overview, Checklists, Tickets, Incidents, Hazards, Documents, Policies & Procedures) each open a deeper view with their own summary and charts.
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The Checklists tab shows To Do, Created and Overdue counts plus charts.

Every section has filters at the top: Centre, Centre Alias and Date range. Some tabs add filters of their own, such as Checklist Template on Checklists, and Category Type, Priority and Status on Tickets.

The date range starts on a recent period. To show all data, select the calendar icon beside Date range and choose Clear. Use Save to apply a new range.

The cog icon (Dashboard settings) sits at the right-hand end of the tab row. What it offers depends on the tab you are on.
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On the Overview tab, the cog manages the cards, here with Checklists expanded.

The same panel covers Tickets, Incidents, Centre Documents, People Documents, Policies, Procedures and Hazards.
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On tabs such as Checklists, Tickets and Hazards, the cog opens Cards & charts, with a toggle for each chart on that tab. For Checklists these are Completion status (bar and pie), Upcoming by due date, Completion rate, Completed by week, Average score by template, Completion by centre, Completion by room and Upcoming schedules. Switch off the charts you don't need.
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On a module tab, the cog lists the charts you can show or hide.

Every chart on the module tabs has a star in its top-right corner. Select it to add that chart to a Favourites section on the Overview tab, so the charts you rely on sit alongside your summary cards. Select the star again to remove it.
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A starred chart appears under Favourites on the Overview page.

On the Checklists tab, select Export in the blue Checklists header. A Create Report dialog opens where you choose what goes into the Excel report:

The report uses the filters currently applied (Centre, Centre Alias, Checklist Template and Date range) and is generated in the background. The dialog shows the date range it will use, such as all time when the date range is cleared. Select Create Report to generate it, or Cancel to close the dialog. Select Register beside Export to open the full checklist register instead.
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Export opens the Create Report dialog, where you choose records and columns for the Excel report.
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Charts with a lot of data can be hard to read at card size, with crowded labels and long time ranges squeezed together. Charts that support it have a View larger icon next to the star in the top-right corner. Select it to open the chart in a larger window. Select the X to close it. The full-screen icon beside the X makes the window bigger still.

Here are two examples from the Incidents tab.

At card size, only some of the injury types have a readable label. Select View larger and every injury type is shown with its own label, so you can compare the common ones with the rare ones.
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​At card size, the Type Of Injury chart has to skip labels. The View larger icon sits beside the star.
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In the larger view, every injury type is labelled.

This chart can cover many years of weekly counts, which is too much to read at card size. Open it with View larger and it zooms in on the most recent weeks. Then:

The larger view opens on the most recent weeks, with a hover tooltip and a zoom slider along the bottom.
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If you prefer to scroll rather than switch tabs, turn on Single page view. It is the last option in the settings panel, under Page display.

The Overview page then lists the Checklists, Tickets, Incidents and other sections one after another, and the settings panel changes to Cards & charts. It lists every chart for each area (for Checklists: Completion status bar and pie, Upcoming by due date, Completion rate, Completed by week, Average score by template, Completion by centre, Completion by room and Upcoming schedules), so you can show or hide individual charts too.
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In Single page view the panel lists every card and chart, with the Single page view toggle at the bottom.
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Turn the toggle off to return to separate tabs.