Configure Dashboards

You can now build bespoke dashboards that can be viewed by an entire group at your organisation or assigned to individual users.

The Configure Dashboards feature in the Reporting Centre allows you to create multiple reporting dashboards.

Once created each dashboard can be assigned to one or more users directly, or to an entire Org group that will be viewable to all users within that group. 

Users can then access their assigned dashboard(s) via their "My Dashboard" page (by clicking on the Reporting Centre, then My Dashboard).  

The following guide will show you how to set up a bespoke dashboard and assign it to users at your organisation using the Configure Dashboards feature.

1. Open the Health & Safety Management system and click on Reporting Centre > Configure Dashboards.
   
   
   

2. Click Add New to set up a new dashboard.
   

3.  Add a Title for the dashboard.
   This can be based on a specific location, team, or department at your organisation. 
   

   
   Then select a Layout Type. This determines how your reports will be displayed on the dashboard (you can always change this later).

   
   Then click Save.
   
   
   

4. You can now start building your dashboard.
   Click on any of the empty panels to add a report. 
   
   
   
   
   

5. When you have clicked on one of the panels, a pop up window will appear. Select a report from the dropdown menu.
   
   
   
   You can select one of the System Reports (which are automatically generated), or if you have made any custom reports, they can be selected under your Favourite Reports.

   Learn how to make custom favourite reports here.

   When you have selected your report click Save.
   
   

6. This report will then populate in your chosen panel.
   You can now continue to add reports to the dashboard until all the panels are populated. 
   
   
   Tip: you can add up to 15 reports if you use the 'Dynamic' Layout Type.
   
   
7. Once you have completed your dashboards, click Back to Configure Dashboards at the bottom of the page.
   
   
   
   
   
8. On the Configure Dashboards page, click Assign to assign the dashboard to users or Org groups. 
   
   
   
   

9. You then have the option to assign this dashboard to either individual employees or to an entire org group. Once you are done, click Confirm.
   (An Org Group is how your departments are listed in the Health & Safety Management system. Set up your Org Groups by going to Settings > Organisation Group List.)
   
   

10. Your assigned employees will then be able to access this dashboard when they click on Reporting Centre > My Dashboard.
    
    
    
    
    

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