You can use Dashboard Group attributes to organise information visually on your Dashboard. These attributes help you group users into meaningful categories, making it easier to navigate data quickly.
What are Dashboard Group attributes?
When an attribute is set as a Dashboard Group, it appears as a card on the Dashboard. Common examples include:
Location
Department
Line Manager
Any other attribute configured for grouping
Each card represents a value of that attribute, allowing you to view users by category at a glance.
Viewing grouped information
When you select a Dashboard Group attribute such as Department, the Dashboard displays a card for each department. You can then:
Select a card to drill down into more detailed information
View users and compliance data associated with that group
Move between groups quickly using the cards
This makes it easier to explore specific segments without navigating large datasets manually.
Finding people within groups
The Dashboard provides tools to help you locate individuals efficiently:
Use the Search bar to find a specific person within the Dashboard view
Use the Sort dropdown to arrange cards in your preferred order
Choose from the list of values shown on the cards (e.g., all departments or all line managers)
These options help you narrow results to exactly what you need.
Conclusion
Using Dashboard Group attributes gives you a clear and flexible way to explore user information across your organisation. If you need help configuring attributes or using the Dashboard, contact your Customer Success Manager by selecting Send us a message via the help icon on your portal, or by emailing [email protected].