Overview
In this article, we will take you through how to create a dashboard and how to add charts to it, creating your own unique insights. By creating your own personalised dashboard you will now be able to get a view on a wide range of different data sets.
Beta Launch
The launch of Custom Insights is a beta launch. We're thrilled to release this feature in beta and invite you to be part of its evolution. A beta launch means that we are releasing our first version of the feature, however we're already planning to expand its capabilities with more datasets and customisation options in the future. Your feedback will help us refine it into the best analytical tool for you.
Create a Dashboard
In order to start personalising your insights you need to create a dashboard first. Go to your Insights section on Volunteero and press "+ Dashboard"
Name your Dashboard and decide who will be able to see this Dashboard. You can make it public, which means public to other staff users on your Volunteero Dashboard with Access to the Insights section. Or you can make it private so it's only viewable to you and other users you grant access to.
Types of Dashboard
You can create Insights Dashboard for a range of different reporting purposes. You might want to have all you data sets on one dashboard or you can split them up by:
Location
Project
Groups
Staff User that looks after that data
The possibilities are endless, create a dashboard today!
How to Edit and Customise Your Dashboard
Now you have created a Dashboard you can start adding your own personalised data sets to your dashboard canvas. Please select 'add chart' and select which dataset you want to add.
You can choose from the following datasets:
You can also add some rich text and media to your dashboard canvas to give your dashboard some more information and make it look nicer.
FYI: Volunteering time is calculated in years, months, hours and minutes, with any fractional time rounded down. For consistency, months on Volunteero are standardised to 31 days (equivalent to 744 hours).
Editing Charts
When adding a chart to your dashboard, please name it appropriately. Choose what type of chart you want it in, you can choose from:
Line Graph
Area Graph
Bar Graph
Pie Chart
Number Card
Depending on the type of chart you choose can then plot it by different identifiers, split it by EDI information or mission templates and you can pick a timeframe. The options are endless and you can get really specific information.
Top tip: When choosing mission reports as a data set you can plot the answers from a report question.
In addition you can add filters to each chart. You can choose from the following filters:
Mission template
Qualification
Volunteer Tag
Volunteer Groups
Gender
Ethnicity
Religion
Orientation
Country
City
You can also then add multiple filters, if you want to really pinpoint a specific set of volunteers.
Dashboard filters
Other than putting a filter on the dashboard you can also leave the charts more general and putting a filter on the entire dashboard.
On the dashboard you can filter by:
Mission template
Form
Volunteer Group
Mission Group
City
Country
Gender
Orientation
Religion
Ethnicity
Your Standard Insights Page
If you want to access the Standard Insights page with the set fields, you can find this by clicking on 'view Standard Insights'. Here is an article on what you can find on the Standard Insights Page.
Watch Video Tutorial
As always, if you require any further assistance with this, please use the support button in your Staff Dashboard or email us at support@volunteero.org. Our team will be happy to help!