Who Can Use the Company Dashboard?
Foundation, Premium & Complete subscription customers
Hub Admin and Hub User roles
Please Note: Mobile Only and Free Profile users do not have access to the Company Dashboard. Available graphs vary by plan (see Graphs by Plan below)
Accessing the Dashboard
Log into the Hub.
Click Dashboard in the left-hand menu.
The Dashboard loads with data from across all your company for the selected time range.
Time Range
Use the time range dropdown at the top of the Dashboard to control the data displayed across all counters and graphs.
The available options are:
This Month (default time period)
Last Month
This Quarter
Last Quarter
Year-to-Date
Custom: select your own start and end dates
Please Note: Individual widgets also have their own date range filters, including custom start and end dates, which can be used to view data for a different period than the global time range.
Filtering Graphs
Each graph has its own filter menu, letting you narrow down the data to focus on what matters to you.
Click the filter icon in the top-right of any widget.
Select the filters you want to apply.
Filters apply only to that specific graph - other graphs on the Dashboard are not affected.
The filters available depend on the graph. See the description of each graph below for the filters that apply.
Please Note: Each graph also has its own date range filter, separate from the global time range at the top of the Dashboard.
Counters
At the top of the Dashboard, counters provide a quick summary of activity across your company for the selected time range.
Total Scans - all scan ins across your projects
Total Reports - all reports created across your company
Total Tasks - all tasks created across your company
Health and Safety Insights
This section gives you a view of day-to-day health and safety activity across your company.
Project Scans
Shows all scans across your projects over time, split by Team Members and Others.
Filter by company, user, scan type (sign in, sign out, induction), and user type (team members or others).
Team Member Scans
Shows scan activity for your team members over time.
Filter by company, user, scan type, and user type.
Please Note: Scan data is only available on Complete plans.
Reports
Shows all reports across your company over time, broken down by report type (e.g. Site Review, RAMS, Incident Report, Incident Investigation).
Filter by company and user.
Tasks Overview
Shows all tasks across your company, including status and assignment.
Incident Insights
This section helps you understand incident trends and patterns across your company.
Incidents reported
Shows incident reports across your company over time.
Incident Types
Shows a breakdown of all incidents across your company by type.
Filter by company, user, incident cause, treatment, and type.
Contractor Management Insights
Pre-Qual Statuses
Shows the current pre-qualification status of your contractors.
Please Note: Contractor Management Insights are only available on Complete plans.
Dashboard Graphs by Plan
Different plans give you access to different graphs and counters.
Plan | Counters | Graphs |
Complete | All three (Scans, Reports, Tasks) | All Health & Safety Insights, all Incident Insights, Pre-Qual Statuses |
Premium | All three (Scans, Reports, Tasks) | All Health and Safety Insights, all Incident Insights |
Foundation | Total Scans, Total Reports, Total Tasks | Team Member Scans, Reports, Tasks Overview, all Incident Insights |