Advanced Reports & Metrics Dashboard Widgets

Advanced Reports & Metrics

To Navigate to this Dashboard and the Widgets (and access Advanced Reporting & Metrics) follow these steps:

• Click on Dashboard ---> Home (In the menu on the left-hand side of the system/screen).
• Click on the "Dashboards Menu" Dropdown (the second dropdown menu from the top of the system/screen).
• Scroll down and select "Advanced Reports & Metrics."
• When the Advanced Reports & Metrics Dashboard opens, scroll down to the Widget you need.

The Advanced Reports & Metrics dashboard will display selected reporting output such as graphs and numbers reports. You can have up to 12 reports on the dashboard and these can any of the following:

• Line chart.
• Bar chart.
• Vertical Bar Chart.
• Pie chart.
• Donut chart.
• Numbers report.

If not used, they will sit there as an empty reporting widget with a large "+" icon. Clicking + will allow you to select the reporting graph you'd like to include.

Filtering Dynamic Reports

Non-number report filters are dynamic and will depend on the report that you set up. That is, the fields that are displaying on the report.

Take for example a line graph based off a report of hires broken down by department. The X-axis displays the breakdown of years and the Y-axis displays the number of employees. There are different coloured lines representing the varying departments. Towards the right of the chart is a colour coded breakdown defining each line into the different departments.

1. By clicking the filter button located on the top right of the widget, a lightbox will appear allowing you to edit and/or apply filters.
2. You will be able to filter the parameters of the report to display different data based on the available parameters used in the Report. For example, you can filter a more specific timeline including a "From Year" and a "To Year". E.g. 2010 (From Year) to 2021 (To Year).
3. You can also specify particular departments to look at. You can check the "All" checkbox to display all departments. Otherwise by unchecking this, the full list of departments will display and specific departments can then be selected from this list. E.g. Uncheck "All". Select "Operations" and "Sales" department values.
4. Click "Confirm" to save down the filters. The lightbox will close and the updated graph will appear.
5. The filters you set will now apply and display on the updated filter. From the examples given above, the line chart will display a breakdown of hires made by the "Operations" and "Sales" departments between the years 2010 and 2021.

Note that the filters you apply will be stored on the dashboard until you move to another menu item or log out.

Numbers Only Reports (Fixed)

For numbers only reports, the filters you apply will be based off a fixed set of fields - see table below. You can set these filters by selecting the filter icon located on the top right of the reporting widget. Take for example a report of Employee Salaries within the system.

1. By clicking the filter button located on the top right of the widget, a lightbox will appear allowing you to apply filters.
2. You will be able to select the function to be applied to the numbers within the report in the "Functions" dropdown. E.g. Select "Average" to calculate the average of all employee salaries.
3. You can select the timeframe of the report in the "Duration" dropdown. E.g. Select "Quarter" to display the result within the current quarter.
4. You can select the timeframe you want the result to be compared to. E.g. Select "Previous Year".
5. Click "Confirm" to apply these filters to the report. The lightbox will appear with the report widget displaying the filtered result including the comparison rate.
6. From the example above, selecting these filters will display a report comparing the Average ("Function") salary within the current Quarter ("Duration") compared to the same quarter in the Previous Year ("Period").

Field Name	Description
Functions	The function value will be applied to the numbers on the report. Options could include Average, Count, Max, Min, and Sum.
Duration	This refers to the timeframe of the report. Options could include Quarter, Month, Half Year, Year and Day
Period	This refers to the period you would like compared with. Options can include Previous Period and Previous Year.