Straight from your records
A dashboard reads straight from your records, so there's nothing to export or rebuild. An open dashboard reloads itself every five minutes and whenever you change something; click Refresh to see colleagues' latest records straight away. Build one to answer the questions you keep asking: how many defects are open, by location? How long do they take to close? Who has the biggest backlog?
Widgets
Add widgets and arrange them on a grid:
- Charts: bar, line, donut and more, grouped by status, form type, project, location, assignee, creator or month.
- Records table: a live, filtered list with the columns you choose.
- KPI tiles: one headline figure (for example, all inspections, or the records in one status) with its month-by-month trend. Set the dashboard's date range to Last 7 days to count only the records filed in the last seven days.
Filter the whole dashboard by project and date range. Click a segment in a chart to filter the rest of the dashboard to that value; clear the filter to go back.
Building with the agent
You don't have to set up widgets by hand. Ask the agent ("add a chart of records by assignee for the Kingsway project") and it adds the chart. The agent can also break a chart down by a field on your form, such as severity. The agent isn't available on a view-only seat, but you can still build dashboards by hand.
Sharing
Dashboards are private to you by default. Share one with specific people or groups when you want them to see it; nothing is shown to the whole workspace unless you share it. People you share with can view and filter it, and save their own copy to edit, but only you can change, rename, share or delete the original. Click Save as default to make the current filters the ones everyone sees when they open it. Sharing never widens anyone's access: each person only sees figures from the projects they have access to, so the same dashboard can show different numbers to different people.