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Dashboard overview

This article explores what line managers can view, create, and share from one screen.

Updated over 5 months ago

The dashboard is where you can quickly:

  • Drill down into teams and individual employee information

  • Identify risks with training

  • Create, export (PDF and Excel), and share management reports

Your setup may not be labelled Dashboard, but it has the same features

Access to reports: How it works

Managers can view information relating to employees in their reporting line.

This works in a hierarchy, so it includes employees who may both directly report to a manager and any of the employees' subordinates.

For example, the assignments chart shows completed/pending/overdue assignments for an employee and any of their subordinates.

Controlling access with audience groups

You can use audience groups to control who can view reporting dashboards.

Use existing data attributes (such as role, department, and region) to define audience groups and dynamically manage dashboard and data access.

General dashboard features

  • Users with the right permissions can share saved reports with other users

  • When viewing records, users can toggle between grid and table view

  • Users can filter the reports based on user attributes

  • Users can select specific users and filter reports only to include those users

  • Filters can be saved so they can be quickly used again in future

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