Authorized users given access to their company's dashboards by default will see them when clicking the Insights tab in the main system navigation.
While on the reports page, navigate to dashboards by clicking the teal 'View dashboards' button. While on the dashboard, navigate to reports by clicking the "View reports" text hyperlink next to the dashboard tabs.
- Filters - Criteria set to include or exclude rows of data used to generate visualizations in the UI. Do not affect the data included in the CSV export. Default values may be configured per dashboard.
- Parameters - Criteria set to narrow the underlying data set (i.e., query). Results in a narrowed CSV export. When new parameters are set, entire dashboard refreshes and filters are reset to the configured defaults. Default values may be configured per dashboard.
- Visualizations - Charts, tables, graphs, and KPI cards
- Controls - Parameters and filters
- Dashboards - A collection of visualizations and controls
Visualization interactivity
For visual charts, click on items in the key to add or remove the relevant data from the chart and help you focus on what you need.
In addition, you can hover over results in the charts to highlight the info and see exact numbers.
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