A basic statistic is a single graph that you or your team enter values into, such as daily production or new patients. Create one for each number you want to track, then assign it to the post responsible for it.
Before you start
Who can do this: Admins only. Creating and editing stats needs Admin permission.
You'll need: The post you want to assign the stat to. Stats are assigned to posts, not to individual employees. If the post doesn't exist yet, see How to Create a New Post.
Steps
Go to Statistics in the left-hand navigation.
Click the plus sign labeled Create Statistic near the top left.
Select Basic Statistic.
Enter a name for the stat. You can also add a description so everyone knows what it measures.
Choose the Reporting Interval: how often values will be entered. It's set to Daily by default. You can also choose Weekly, Monthly, Quarterly, or Yearly.
Choose the Data Type: Numeric, Currency, or Percentage. Set the number of decimal places if you need more precision.
Check any options you need (see Create form options below).
Under Assign to Posts, select the post this stat belongs to.
Click Save. Your stat is ready for values.
Create form options
Upside down graph: flips the graph so that going down shows as good. Use it for "lower is better" stats, such as errors, cancellations, or losses.
Private: only you (the creator) and the employee on the assigned post can see the stat. Other admins can't see it. Use it for sensitive numbers.
Entry Lockdown: "Only assigned employees can edit entries." Only employees on the assigned post can enter or edit values; everyone else can view the stat but can't change it. Use it to protect finalized numbers. See Statistic Entry Lockdown.
To lock down every stat at once, admins can turn on Lock statistic entry editing to assigned employees by default in Org Settings > Statistics. This applies Entry Lockdown to all stats, not just new ones.
Require supervisor approval: "Entries must be approved by a supervisor before appearing in reports." Use it when someone should check numbers before they count.
Who's a supervisor: anyone above the people on the stat's assigned posts on the Org Board, at any level up the chain, not just the post directly above. Heads of divisions, departments, and sections, and the holders of the posts above, all qualify.
Where to approve: entries waiting for approval show on the supervisor's Home page, inside the greeting card.
Good to know
"I can't create a stat." Creating stats needs the Admin role. If an employee with the User role needs to create stats, an admin has to change their role in Employees.
Stats belong to posts, not people. Once assigned, the stat shows the initials of the employee holding that post. If someone changes posts, the stat stays with the post.
Don't see your new stat under My Statistics? It only appears there after it's assigned to a post you hold. Find it under A–Z in the meantime.
Need a similar stat? Use the copy button on an existing stat. The copy is named "Copy of [Stat Name]" and has the same settings, but no post assignment and no values.
Stat disappeared after you made it Private? Some preloaded stats have no owner and can vanish when made Private, even for admins. Contact DDS Dashboard support and we'll fix it.
The video below was recorded before Entry Lockdown and Require supervisor approval were added, so it doesn't show them.