Advanced Analytics Dashboards allow you to view your information at a glance for quicker insight into your company. Dashboards offers global pre-made dashboards and customizable dashboards to fit ever-changing needs.
Global Dashboards represent a set of pre-packaged graphs, charts, and data visualizations. In the same way that standard reports help within our other modules, these pre-packaged dashboards are a great starting point to understand the functionality of Dashboards and get answers to some of the most critical high-level business questions with the available data.
Custom Dashboards provide a powerful way to create tailored sets of data visualizations that can meet almost any business need.
Advanced Analytics User Roles and Permissions
There are two roles contained within the Advanced Analytics solution. Both roles will stay the same in the Dashboards feature.
- Admins - Admins can create, edit, copy, and share dashboards with full access.
- Viewers - Viewers can only view dashboards previously created in the system.
Navigating to Dashboards
The Advanced Analytics Dashboard can be accessed with the Dashboards menu towards the top-left of Advanced Analytics. This will show two options:
- Dashboard List - Takes you to a list of previously created dashboards and any global dashboards you have access to.
- New Dashboard - Takes you to a wizard to build a new dashboard.
Dashboard Actions
The following actions are standard for your Dashboards:
- Presentation Mode - You can move the dashboard to full screen and remove the navigation controls. Each dashboard tile is shown one at a time in a full-screen slide show.
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Access - The access screen allows a dashboard owner to set guidelines for how others interact with the dashboard. An owner can make the dashboard available to everyone, only specific roles (admins or viewers), or to certain users (in advanced analytics). Each user with access has access rights determined by the “access rights” drop-down in the access screen. Access rights are as follows: full access, locked, no access, save as, and view only. If a user is a viewer, this supersedes any access rights they may have, so they cannot edit or save as any dashboards.
- Schedule - A user can schedule a dashboard to be sent just as a report can. Scheduling functionality is detailed in our support documentation here.
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Edit:
- Dashboard description: a text description that displays in the dashboard list
- Set background color
- Set background image
- Copy
- Move
- Show filter descriptions on tile: this option makes dashboard tile filters (e.g., Date filtered to last 30 days) visible on the tiles.
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Export
- Refresh
- Add Dashboard Tile
- Save
- Cancel
- Close
Global Dashboards
Global Dashboards can be accessed by clicking Dashboard List from the Dashboards menu and selecting a category.
We currently offer the following global dashboards and will expand upon this in the future. Expand the sections below for examples of our global dashboards.
Any of the global dashboards can be copied using "Save As" for a good starting point to creating a custom dashboard tile.
LMS - Training
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Certifications due soon and overdue - The Certifications Due and Overdue pie chart shows an overview of when employee certifications are due. The details inside each section show which employees have certifications that are set to expire and the details of those certifications.
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Learning Plan Tasks due in the next 30, 60, 90 days and Overdue - The Learning Plan Tasks Due grid outlines what tasks are due for employees in the next 90 days. Tasks are shown by employee with due date and task name.
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Course Completion - The Course Completion grid offers a view of the overall completion percentage of outstanding courses. An administrator can view the details of which employees have completed a required course and what percentage still need to take the course.
ATS - Recruiting
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Active Jobs - The Active Jobs chart shows a count of the total number of jobs by status. By clicking into each group, a user can view details on each job included in the count, such as job title, number and opened date.
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Candidate by Source - The Candidate by Source pie chart displays the percentage of candidates that a company receives by recruitment channel. The data can be filtered to only show specific channels using the channel list below the chart.
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New Hires in Last 7 Days - The New Hires grid displays all people hired in the last seven days. Each new hire is shown with their full name, job title, and hire date.
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New Hires by Week - The New Hires by week line graph shows how hiring has trended by week over the last 90 days.
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Candidate Stage Count - The Candidate Stage Count chart gives recruiters an overview of how many candidates are at each stage of the hiring process across their company. The funnel graph allows a user to filter out different sections and easily understand the percentage of candidates that move from one stage to the next.
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Average Days to Hire by Quarter - The Average Days to Hire grid shows the historical average time it takes to hire employees broken out by quarter.
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Average Days to Hire by Job - The Average Days to Hire by job grid shows the historical average time to hire broken out by job. Recruiters can use this to identify differences in hiring time between different types of roles.
ExakTime - Field Operations
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Regular and OT Hours by Location - The Hours by Location bar chart shows managers where work is being done across their organization. The chart allows a user to see regular and overtime hours for each of their locations in ExakTime and compare amounts from the last seven days.
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Regular and OT Hours by Cost Code - The Hours by Cost Code bar chart shows managers how work is being allocated across cost codes in their organization. The chart allows a user to see regular and overtime hours for each of their cost codes in ExakTime and compare amounts from the last seven days.
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Overtime Hours as a Perfect of Total Hours - The Overtime Hours chart shows how overtime hours as a proportion of total hours have trended in an organization. The chart displays data from the last 90 days logged in ExakTime.
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Hours Breakdown - The Hours breakdown pie chart allows a manager to see the proportion of their hours across the organization that are being logged in different categories (overtime 1, overtime 2). A user can quickly drill down and see what locations and cost codes make up the different amounts.
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Meal Break Violations by Location - The Meal Break Violations graph shows which locations employees that have missed meal breaks. The bar chart allows a manager to compare locations and see if there are places that require attention. A user can quickly drill into each location and see who has missed a break.
ExakTime - Equipment
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Total Equipment Hours by Location - The Equipment by Location graph gives a manager insight into how many hours are being logged to the company’s equipment over the last 30 days. The data is shown grouped into the company’s locations.
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Total Hours by Equipment Type - The Total Hours by Equipment Type graph shows hours logged to the different categories of equipment in ExakTime.
Graph comes with the ability to drill down to the specific pieces of equipment in each type:
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Total Cost by Equipment Type - The Total Cost by Equipment shows a calculated cost of equipment usage across an organization. The cost is calculated using cost estimates entered in ExakTime and hours logged to each piece of equipment.
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Hours by Equipment - The Hours by Equipment grid shows a breakout of how much each piece of equipment has been used over the last thirty days. The grid also displays when the hours were logged to that piece of equipment, which lets a manager track usage.
ExakTime - Time Off and Expenses
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Upcoming Time Off Requests (# of Requests) - The Upcoming Time Off (# of Requests) graph displays the number of requests for time off that have been made for the next ninety days. A manager can use this graph to plan for schedule adjustments based on availability of team members.
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Upcoming Time Off Requests (# of Hours) - The Upcoming Time Off (# of Hours) graph displays the number of hours of time off that have been requested in the next ninety days. A manager can use this graph to plan for schedule adjustments based on availability of team members.
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Upcoming Time Off Requests – Detailed Grid - The Upcoming Time Off grid displays a detailed breakdown of which employees have requested time off in the upcoming ninety days and how much they have requested. Managers can use this information to plan their schedules accordingly.
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Historical Time Off Requests by Month - The Historical Time Off graph shows the trend of time off requests from previous months. Managers can use this graph to understand if there are periods of time that tend to require more time off for employees.
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Employee Count by Time Off Plan Type - The Employee Count by Time Off Plan graph shows an admin how many employees are enrolled in their company’s different time off plans. This data is helpful to understand how the different plans are being used across the company.
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Expenses by Location (counts and amounts) - The Expenses by Location graph shows a user the count and sum of expenses logged to a given location. The data can be used to compare locations’ expense amounts and identify those that have the most and the least.
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Expenses by Type (counts and amounts) - The Expenses by type graph shows a user the count and sum of expenses logged to a expense type (e.g. travel). The data can be used to compare expense amounts by group and identify those that have the most and the least.
ExakTime – Work Related Injuries and Illnesses
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Incident Summary Statistics - The Summary Statistics grid displays the key metrics taken from the supervisor incident reporting form. A user can get a quick understanding of if their company has experienced a large volume of incidents using this grid.
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Incident Classification - The incident classification pie chart shows a user how many safety related incidents were logged by category. If they see that one category is larger or smaller than they expect, they can then take action to learn more in advanced analytics.
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Incidents by Week - The Incident by Week line graph shows a user how many safety related incidents were logged by week. This graph helps an administrator understand if safety incident reports are trending down, up or staying flat.
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Incidents by Location - The Incident by Location chart shows a user how many safety related incidents were logged by location. This graph helps an administrator compare safety incidents reported across their different project locations.
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Incident Detail Grid - The incident detail grid shows a full breakout of the data related to each incident reported through the supervisor incident reporting form. Data shown includes a description, employee namd and job title.
ExakTime – Employee Reported Workplace Incidents
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Incident Severity - The Incident Severity graph shows a manager the count of safety incidents that have been reported by employees that have been logged as high severity and those that have been logged as low.
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Incident Time Frame - The Incident Time Frame graph shows a manager the count of safety incidents that have been reported by employees by time of day. This allows managers to understand if there is a specific time of day that is riskier for employees.
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Incident hospitalizations and Incident Type – The Incident Hospitalization graph shows a user how many incidents that employees have reported have resulted in hospitalizations. This graph is shown in conjunction with the Safety Incidents by type pie chart which shows a count of incidents that are required to have an OSHA report and those that are not.
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Safety Incidents by Location - The Safety Incidents by Location bar chart shows a manager where safety incidents have been reported by employees over the last 180 days.
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Incident Detail - The Incident Detail grid shows a breakdown of all the safety incidents reported through the clock out form by employees over the last 180 days. The data shown includes, description, time of event, classification of event (major or minor) and employee impacted.
ExakTime – Fatigue
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Early and Late Shifts – This graph will show a summary of the number of shifts by location that started in the early morning (before 6 am) or late night (after 6 pm). You can click on the location to see which employees worked these shifts.
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Long Shifts – The Long Shifts graph will show a count of shifts by location that last longer than ten hours. You can click on the name of each location to see the employees that have worked these shifts.
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Long Weeks – The Long Weeks graph shows a count of the number of employees by week that have worked a long week (more than 50 hours). You can drill down to see the employees that make up the count.
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Quick Return Shifts – The Quick Return graph displays data on those shifts where employees do not have adequate rest time before they start the next shift. The graph shows the number of shifts by day where an employee got less than twelve hours between their shifts (defined as less than 12 hours between the end of the last shift and the start of the next shift.) You can drill down and view the employees affected.
Creating Custom Dashboards
- Before creating/customizing your Dashboard, you must first create the custom report that should be used in the Dashboard.
- If you are unfamiliar with creating a custom report, refer to the following set of guides. Add the data you want to see in the format that makes sense for the question you would like to answer. Be sure to give the report part a name you will recognize because when adding the data you will search for the report part.
- Click New Dashboard from the Dashboards drop-down menu.
- Select the desired layout for the dashboard.
- Click Report Part on a blank dashboard and search for a report part by name. Click OK after selecting the report part.
- The report part will be added to your dashboard.
- This can be repeated as many times as desired depending on how you want to configure the dashboard.