Dashboard Overview


What are Dashboards?

Dashboards are a configurable collection of Widgets that help display information to the user.


What is the difference between Solution Dashboards and Custom Dashboards?

Solution Dashboards are Dashboards that have been customised and prepared within a Solution. Solution Dashboards cannot be edited within a Test Team or Project Team.

Note: You can create up to 10 Solution Dashboards.

Custom Dashboards are Dashboards that have been created, customised and prepared within a Project Team. Custom Dashboards require a premium feature licence. Custom Dashboards are unique to that Project Team. Typically, if an altered version of a Solution Dashboard is required inside a Project Team, users can copy the Solution Dashboard to create a Custom Dashboard to make any required edits.

Note: To create a Custom Dashboard, you will first need to publish a version of a Solution and set up a Project Team. Learn about how Project Teams work here!

 

What happens if the Solution Dashboard is edited across different Solution versions?

If the Solution Dashboards are edited and a new Solution version is published, the Solution Dashboard in all associated Project Teams will be overwritten to reflect the changes. Therefore, if you wish to not have your Dashboards updated upon Solution version updates and want to keep it unique to a Project Team, it is recommended to create a Custom Dashboard. Read more on Custom Dashboard below.

 

When do I need a premium feature licence for Dashboards?

By default, both Solution and Custom Dashboards will show list view widgets showing in-progress and completed Assessments. A premium feature licence will allow you to edit Solution Dashboards and create Custom Dashboards that can therefore be customised for you to modify the layout and add new Widgets for data analytics and reporting.

 

How to create a Solution Dashboard

Premium Checkbox Feature

Usage of this feature requires account access to Premium Checkbox features. For queries related to your licence agreement, ask your account administrator to contact your Checkbox Account Manager.

  1. Navigate to the Solution you wish to edit your Solution Dashboard for
  2. On the left panel, click onto the "Dashboard' tab
  3. At the top right of the page, click on "NEW DASHBOARD"
  4. In the popup, enter the Dashboard name and description and click "CREATE"

Note: Up to 10 Solution Dashboards can be created.

 

How to edit the Solution Dashboard

Premium Checkbox Feature

Usage of this feature requires account access to Premium Checkbox features. For queries related to your licence agreement, ask your account administrator to contact your Checkbox Account Manager.

IMPORTANT NOTE: Once you modify a Solution Dashboard and publish that version, all Solution Dashboards shown inside all corresponding Project Teams will be updated. To avoid this constant change upon each new Solution version published, it is recommended to create Custom Dashboards.

Steps:

  1. Navigate to the Solution you wish to edit your Solution Dashboard for

  2. On the left panel, click onto the "Dashboard' tab

  3. At the top right of the page, click onto the edit icon

  4. Click "+ADD WIDGET" to add any other Widgets created within the Solution at an App level. Learn more about Solution Widgets

  5. Drag and drop the Widgets to change the layout, size and positioning of Widgets to be displayed on the Dashboard

  6. Important: Click "SAVE" once you are happy with the Dashboard.

 

Can you edit the Widgets from the Dashboard?

Any member (including Team Owners) of a Project Team can now temporarily filter Widgets on the Dashboard to their liking for more tailored reporting and analytics. This temporary filtering will override the original filter configuration for that Widget. As soon as the temporary filtering is exited or 'reset', the Widget will be reset to its original filter configuration. Multiple users can temporarily filter the same Widget simultaneously as temporary filtering is unique to each user's browser.

However, to inherently change the configuration of a Widget in a Solution or Project Team, you must either be a Solution Owner/Author or a Team Owner respectively.

 

Relevant Articles:

  1. Dashboard Limitations
  2. Widget Overview
  3. Widget: List View
  4. Widget: Bar Charts
  5. Widget: Pie Charts
  6. Widget: Line Charts
  7. Expose Variables