Analytical dashboard

The analytical dashboard allows you to create and share a table breaking down the actions in your files by custom field value and status.

Rights and access

You must have at least “Pilot” rights to create and edit an analytical dashboard. But all the other users will be able to see it in their small “report” as soon as the dashboard is shared with them.

Creation

Click on “New dashboard”

Select the “analytical dashboard” type

Enter a name for your dashboard

You can also indicate with whom you wish to share this dashboard

Valider la création

Tips: you can always change the name and those with whom you share the dashboard at any time by clicking on the share icon.

Backup

You will now find your dashboard in the drop-down menu of the “Reports” menu.

As soon as you make a change to your dashboard, remember to save your changes so that you can find them the next time you log on.

Configuration

You can now select the data you wish to analyse. The principle of this dashboard is to display a cascade of information starting from the file and successively displaying the breakdown of actions according to progress status and customised field values.

Select the data to be analysed:

• You can select the display depth, folder themes and activate sub-folder summation.
• Custom fields for your folder actions are displayed in the following panes.
• You can add panes to refine your search.
• You can display a “Folders” column to see the distribution of actions.
• Use the filter box to select the values to be displayed.

The left flap always takes precedence over the right flap.

You can refine your search by adding as many panes as you like via the “Add a pane” button (this button is visible when you fold the legend via the central arrow at the bottom of the dashboard).

Central arrow at the bottom of the dashboard

The arrow at the bottom of the screen shows or hides a filter zone where you can choose the values you want to display.

Example

In the example below, we have selected the “Quality” folder, which shows us that it contains 19 actions. The first pane gives us the distribution of these 19 actions according to the values of the custom field “Process” and we add a second pane which gives us the distribution of the actions of the previous pane according to the values of the custom field “Type”:

Opening the actions behind a bar

The analytical dashboard (Reports menu) shows, for each folder, a bar split by status: created, ongoing, completed, closed. You can click a segment of the bar to open the list of the actions it counts: the five ongoing actions of the Atlas project, for instance, including those other people are responsible for.

Before you start

• You need access to the analytical dashboard (Reports menu), hence at least a Chairperson licence.
• Empty segments (0) cannot be clicked.

Opening the list of actions of a segment

1. In the dashboard, hover a non-empty segment of a bar: the cursor becomes a hand and the tooltip shows the status, the number of actions and View the actions.

1. Click the segment. The action search opens, filtered on this folder and this status, with exactly the number of actions given by the bar.

Good to know

• If the folder has sub-folders and the Sub-folder summaries option is on, the bar adds them up: the list then contains the actions of the folder and of its sub-folders, and the number is the same.
• The click also works on the Total bar: it opens the actions of that status for all the ticked folders. An unticked folder is left out.
• The columns by custom field and by theme work the same way: the click opens the actions of the row’s value, or of the ticked values for the total.
• The list you get is an ordinary action search: you can refresh it (F5), sort it, export it or select actions for a bulk update.
• Clicking the folder name opens all its actions.