What is a report dashboard
Report dashboards break down performance reports or properties reports into key metrics, such as scores, RAG status, and performance across sites, and display them visually to help users quickly identify gaps and take actions to improve operations.
Unlike the monitor dashboard, widgets on the report dashboard are created, defined, and assigned to the appropriate dashboard within the Reporting Portal.
How to set up a report dashboard
Go to Roles in the configure portal.
Click on the required role and hover over the Dashboard tab. You can see two dashboards: Monitor Portal Dashboard and Report Portal Dashboard. Turn on the access to Report Portal Dashboard.
💡Enabling dashboards will default the dashboard as the landing page in the report portal.
You can add multiple dashboards. Click Add Dashboard and give the dashboard a name.
To adjust the dashboard order, hold the cross icon and drag it up or down.
To rename a dashboard, click on the pencil icon and edit the label.
To remove a dashboard, just simply click on the bin icon.
With desired dashboards set up, it's time to go to the Reporting Portal to add the widgets.
💡Please note
Report dashboards break performance reports or properties reports (e.g., asset properties report, location properties report) into key metrics, so widgets can only be created from those reports.
Here we are going to use the check performance report as an example.
Navigate to My Reports Listing.
Select Check Performance. In this example, we are going to exact the key metrics from a daily check performance report and make them into widgets.
Run the desired report, open the 3-dot menu and select Add to Dashboard.
Then a widget configuration box will pop up.
Name the widget and choose to which dashboard this widget should be added.
Choose the desired widget type and data.
KPI - This allows you to exact and add a single key performance metric to the dashboard. You can also compare it with previous period.
High and Low Performance - This captures and displays sites with the highest or lowest performance on the dashboard based on a selected performance target.
RAG Status - A status indicator that uses colours (Red, Amber, Green) to quickly show the overall performance across sites.
Chart - Specifies how check performance will be displayed, such as in a pie chart, doughnut chart, or bar chart.
Time Series - Shows trends or changes across dates or periods.
Once the widget is added, it will appear on the dashboard immediately.
How to remove or edit a widget
If you want to edit or remove a widget, click on Edit to enter the edit mode. Locate the widget and open the 3-dot menu to edit or delete. Once done, click Done.
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