Using the Audit Management Dashboard

The Audit Management Dashboard offers a comprehensive view of your organization's audits using visualizations and metrics. You can build a custom dashboard and widgets with the goal of optimizing the comprehensive view of your audits. The widgets allow users to add audit attribute dashboard filters.


Default Audit Management Dashboard showing audit metrics and visualizations.

Audits by stage


Bar chart showing the total number of audits in each workflow stage in the Audits by stage default workflow widget.

The Audits by stage graph displays the total number of audits in various stages of your workflow. You can hover over each bar to view an immediate number of audits in each stage.

Number of open audits by past end date


Dashboard widget showing the total number of open audits with past end dates.

The Number of open audits by past end date count card widget displays all audits recorded in your account that are still pending after the end date.

Count of Unassigned Workpapers


The Count of unassigned open workpapers for open audits default workflow widget.

The Count of Unassigned Open Workpapers for Open Audits count card widget displays all workpapers recorded in your account that are still pending assignment.

Number of open workpapers by auditor


Dashboard widget showing each auditor in the account and the number of open workpapers assigned to them.

The Number of open workpapers by auditor graph displays all auditors recorded in your account and the open workpapers associated with them. You can hover over each category of the graph to view an immediate count of workpapers assigned per name.

Number of open workpapers by stage


Dashboard widget bar chart showing the number of open workpapers in each workflow stage.

The Number of open workpapers by stage graph displays the total number of workpapers in various stages of your workflow. You can hover over each bar to view the number of workpapers in each stage.

Count of Open Workpapers by Organization


The Count of open workpapers for open audits by organization default workflow widget.

The Count of Open Workpapers by Organization graph displays the total number of open workpapers per organization. You can hover over each bar to view the number of workpapers in each stage for each organization.

Count of Findings by Type


The Count of findings by type default workflow widget.

The Count of Findings by Type graph displays the total number of findings by finding type. You can hover over each bar to view the number of findings for each type.

To create a new dashboard

  1. On the Reports menu, select Dashboards.
    The Dashboards screen appears.
    Dashboards screen showing the list of existing dashboards.
  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


The Create dashboard modal reference.
Field
Description
Dashboard Name

Enter a name for the dashboard.

Visible Module

Select the Audit Management 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
    Note:

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


    Dashboards screen showing available dashboards and options for adding widgets.
  3. Click the Add Widget button in the space where you want to add a widget.
    The Add Widget modal appears.
    Note:

    Click the Edit button if the Add Widget button does not appear.

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

Add Widget Modal Reference


The 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.

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 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 icons 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.
  4. Click the Confirm button.