IN THIS ARTICLE:
Overview
The dashboard is a central location for you to see a summary of your workforce management system, it simplifies the process of analysing your volunteer program's performance by eliminating the need to manually sift through data.
You can create personalised dashboards that offer insights into roster status, including the number of volunteers or staff members checked in for various roles, events, and locations.
Gaining a clear understanding of your volunteer program's impact is essential for scaling operations and addressing future needs effectively.
Creating a Dashboard
You can create personalised dashboards for different reporting needs.
To create a dashboard, follow the below steps:
Navigate to Dashboard.
Select Add New in the dropdown list, then click Add Widgets.
The pop-up window will allow you to name the dashboard and give you the option to share the dashboard. This will share this dashboard with other users in your account, you can control if it is editable for them also.
Then click Submit. You will be taken to the dashboard customisation window.
Click Add Widget.
The list of available module widgets will be shown, select which you would like to add and give the widget a personalised name.
Click Add. You will then be asked how many items you wish to display in the widget on the dashboard, enter the amount and press Save.
You can repeat the steps 5 to 7 to add more widgets to the dashboard, or click Back to Dashboard to view your dashboard with current widgets.
Note: Any dashboard widgets or saved filters are stored within the cache / cookies for your account. Clearing these cookies or cache will remove them and require recreation.
Available Widgets
Each module will have a summary dashboard that will have a widget that can be customised to show a graph based summary for the section.
The widgets that are currently available for you to add to your dashboard are:
Widget | Widget Type |
Communication - History | Line chart |
Event - Count by Attribute | Bar chart |
Event - Recently Visited Items | List of records with links |
Event - Search | Search box |
Event - Total New Event | Number displayed |
Journey Step - Insight | Line chart |
Journey User - Step Summary | Column chart |
Perform Check Ins | QR scan/search box for check-in |
Report - Search | Search box |
Role Offer - Percentage of Role Offer with Status | Column chart |
Role Offer - Recently Visited Items | List of records with links |
Shift - Check In | Table |
Shift - Count by Attribute | Bar chart |
Shift - Recently Visited Items | List of records with links |
Shift - Search | Search box |
Shift - Total New Shifts | Number displayed |
Shift - Weekly Demands | Bar chart |
Total Since - Hours, Users, Shifts, Events (date) | Number displayed |
Training - Activity | Line chart |
Training - Completion | Column chart |
User - Count by Attribute | Bar chart |
User - Demographics | Bar chart |
User - Recently Viewed Items | List of records with links |
User - Search | Search box |
User - Total Deleted User | Number displayed |
User - Total New User | Number displayed |
User - Total Sign-ups | Column chart |
Users - Count Checkpoint | Column chart with links |
Note: The widgets available are subject to change and the above list may not be extensive at the time of viewing this article. Be sure to check the available widgets on your dashboard list for an up to date list.
If the information you are after is not covered by one of the available widgets or you would like to download the raw data, be sure to checkout the Report article for more information.
Editing Dashboards
Once a dashboard has been created, you can edit the widgets displayed within the dashboard, to do this, follow these simple steps:
Navigate to Dashboard > Select the dashboard you would like to edit from the dropdown list.
Click Edit Dashboard in the top right corner.
Here you can update the name of the dashboard and whether you want to share it.
Click Edit Widgets, to edit the widgets displayed.
Once finished click, Back to Dashboard.
Note: Once a dashboard is created, it cannot be deleted. However, you have the flexibility to update its name and modify the widgets displayed, allowing you to repurpose existing dashboards for new reporting needs.