Using the Privacy Notice Dashboard

The Privacy Notice Default Dashboard offers a comprehensive view of your organization's privacy notices using visualizations and metrics. You can build a custom dashboard and widgets with the goal of optimizing the comprehensive view of your notices. The widgets allow users to add Policy Notice attribute dashboard filters.



Privacy Notices



The Privacy Notices count card widget displays all notices recorded in your account.

Privacy Notices By Privacy Notice Owner



The Privacy Notices By Privacy Notice Owner graph displays all privacy notice owners recorded in your account. You can hover over each category of the graph to view an immediate count of notices owned per owner name.

Privacy Notices Expiring Within 30 Days



The Privacy Notices Expiring Within 30 Days count card widget displays all privacy notices that will expire within the next 30 days.

Privacy Notices By Privacy Notice Approver



The Privacy Notices By Privacy Notice Approver graph displays all privacy notice approvers recorded in your account. You can hover over each category of the graph to view an immediate count of notice approver per approver name.

Privacy Notices Expired



The Privacy Notices Expired count card widget displays all privacy notices that have expired.

Privacy Notices By Workflow Stage



The Privacy Notices By Workflow Stage graph displays the total number of privacy notices in various stages of your workflow. You can hover over each bar to view the number of notices in each stage.

To create a new dashboard

  1. On the Reports menu, select Dashboards. The Dashboards screen appears.

  2. Click the Create New button.
  3. Complete the fields. For more information, see the Create Dashboard Modal Screen Reference.
  4. Click the Create button.

Create Dashboard Modal Screen Reference



Field
Description
Dashboard Name

Enter a name for the dashboard.

Visible Module

Select the Policy module.

Access

Select Public or Private.

Dashboard Template

Select a dashboard template.

Dashboard Theme

Select a dashboard color theme.

To add a dashboard widget

  1. On the Reports menu, select Dashboards.

    The Dashboards screen appears.

  2. Click on the name of the dashboard in which you want to add a widget.

    The Dashboards screen appears.

    This screen also appears once you complete the steps for creating a new dashboard.


    Example blank dashboard with available widget areas
  3. Click the Edit button.
  4. Click the Add Widget button in the space where you want to add a widget.

    The Add Widget modal appears.

  5. Complete the fields to add details about the widget. For more information, see Add Widget Modal Reference.
  6. Click the Save button to save your changes to the dashboard.

Add Widget Modal Reference



Field
Description
Widget Name

Enter the name of the widget. This will appear as the label on the widget in your dashboard.

Description

Enter a brief description of the widget.

Data Source

Select the primary source of data for the widget.

Data Type

Select the specific type of data you want to use for the widget.

Widget Type

Select the type of widget you want to create.

Aggregation - Function

Select the function type that will define the way the data is aggregated into groups.

Aggregation - Attribute

Select the attribute type that will define the way the data is aggregated into groups.

Group By - Data Source

Select the primary source data that will determine the groupings.

Group By - Data Type

Select the specific data that will determine the groupings.

Group By - Attribute

Select the attribute from data type that will determine the groups.

Group excess date in "Other" segment for overflowing groups

Check this box to group excess content in a segment titled "Other".

Filters - Attribute

Select the attribute that will be used to filter the source data for the widget.

Filters - Operator

Select the operator for the filter.

Filters - Values

Select the attribute value(s) that act as the criteria for the filter.

Format Widget - Show Data Labels on Chart

Check this box to select a position for the data labels on the chart.

Format Widget - Show Axes Labels

Check this box to enter a name for the X and Y axis labels.

Format Widget - Widget Height

Select the height of the widget.

Format Widget - Sort

Select how you would like the widget information to be sorted.

To edit a dashboard widget

  1. Go to the dashboard you want to update.
  2. Click the Edit button. The Dashboard Builder appears.

  3. Click the Edit icon button on the widget you want to edit. The Edit Widget modal appears.

  4. Update the fields as necessary. For more information, see Add Widget Modal Reference.
  5. Click the Save button.

To move a dashboard widget

  1. Go to the dashboard you want to move.
  2. Click the Edit button. The Dashboard Builder appears.

  3. Use the Arrow icon buttons on the widget card to move it to a new position on the dashboard.
  4. Click the Save button.

To delete a dashboard widget

  1. Go to the dashboard you want to delete.
  2. Click the Edit button. The Dashboard Builder appears.

  3. Click the Delete icon button for the widget you want to delete. A confirmation dialog appears.
  4. Click the Confirm button.