Creating Dashboards

Dashboards offer a comprehensive view of your organization's capacity with visualizations that provide critical metrics. You can build custom dashboards that provide visualizations for details such as your assessments, processing activities, assets, and vendors.

You can craft custom widgets in a variety of styles and formats and assemble them in a custom dashboard to highlight criteria most relevant to the organization's day-to-day operations and business needs. Analyzing and drilling into large volumes of collected data presents a unique challenge for privacy officers wanting to assess their organization's day-to-day operational capacity as controllers. Having the ability to visualize this data can help organizations monitor a program's progress or identify bottlenecks impeding their ability to deliver.



To create a dashboard

  1. On the Reports menu, select Dashboards.

    The Dashboards screen appears.

  2. Click the Create New button.

    The Create Dashboard modal appears.

  3. Complete the fields. For more information, see Create Dashboard Modal Reference.
  4. Click the Create button.
    The Dashboard Builder appears.
    Note:

    Once you've created the dashboard, you can start adding and configuring widgets. For more information, see Adding and Configuring Dashboard Widgets.

Create Dashboard Modal Reference





Field
Description
Dashboard Name

Enter the name of the dashboard.

Visible Module

Select the application modules where the dashboard will appear. To remove a selected module, click the X button corresponding to that module.

Access

Select the level of access for the dashboard. To allow other users in the application to access the dashboard, select Public. To keep the dashboard visible to only you, select Private.

Dashboard Template

Select the column layout for the dashboard.

Dashboard Theme

Select one of the 16 preset Dashboard Themes on the Default tab. You can also define your own custom color theme on the Custom tab. For more information, see To create a custom dashboard color theme.

To edit dashboard details

You can complete the following procedure to edit dashboard details. For more information on editing dashboard widgets, see Adding and Configuring Dashboard Widgets.

Note:

Default dashboards cannot be edited.

  1. On the Reports menu, select Dashboards.

    The Dashboards screen appears.

  2. Click the link in the Name column for the dashboard you want to edit.
  3. Click the Edit button.
  4. Click the Configure button.

    The Edit Dashboard modal appears.

  5. Update the fields, as necessary. For more information, see Create Dashboard Modal Reference.
  6. Click the Save button.

To create a custom dashboard color theme

  1. On the Reports menu, select Dashboards.

    The Dashboards screen appears.

  2. Access either the Create Dashboard modal for a new dashboard or the Edit Dashboard modal for an existing dashboard.
  3. In the Dashboard Theme section, click the Custom tab. 24 color pickers appear and are prepopulated with the selected colors and respective hex codes for the Dashboard Theme selected on the Default tab.


  4. Use one of the following methods to update the colors for your custom theme, as needed.

    • Use a color picker to select a new color or enter RGB values.

    • Enter a valid color in hexadecimal format, such as #FFF or #FFFFFF, in the Hex Code field.

  5. Click the Create button for new dashboards or click the Save button for existing dashboards.
    Note:

    All colors must be valid in order for the dashboard to be created or saved.

To create a copy of an existing dashboard

You can copy a dashboard and its widget configuration to eliminate the need for manually recreating the dashboard configuration.

  1. On the Reports menu, select Dashboards.

    The Dashboards screen appears.

  2. Click the Context menu icon for the dashboard you want to copy.
  3. On the Context menu, select Copy.
    The Copy Dashboard modal appears.

    Field
    Description
    Dashboard Name

    Enter the name of the dashboard.

    Visible Module

    Select the application modules where the dashboard will appear. To remove a selected module, click the X button corresponding to that module.

    Access

    Select the level of access for the dashboard. To allow other users in the application to access the dashboard, select Public. To keep the dashboard visible to only you, select Private.

  4. Complete the fields, as necessary.
  5. Click the Create button. A copy of the dashboard appears on the Dashboards screen.

To delete a dashboard

Note:

Default dashboards cannot be deleted.

  1. On the Reports menu, select Dashboards.

    The Dashboards screen appears.

  2. Click the Context menu icon for the dashboard you want to delete.
  3. On the Context menu, select Delete.
    The Delete Dashboard modal appears.

  4. Click the Confirm button.