Manage Workbench Dashboards

Learn how to create Workbench Dashboards for data analysis across Workbench Reports.

About Workbench Dashboards

Workbench Dashboards can display data for one (1) or more Workbench Reports that depend on the same Principal View. Using tabs, you can visualize datasets in groups. You can customize Workbench Dashboards and apply dashboard filters to refine Safety Workbench data for analysis.

After running the Workbench Dashboard the first time, it will run automatically upon loading the page. While it is not recommended, if you change the dashboard’s Principal View, Vault clears the filters for all users and you must run the dashboard again to display data.

Create Workbench Dashboards

A Workbench Dashboard can include up to 12 tabs, each with up to nine (9) components. A component is similar to a Workbench Report and displays data. The tab you are currently viewing is the active tab. You can switch between tabs to compare data.

To create a Workbench Dashboard:

1. Navigate to Workbench > Dashboards.
2. Select Create.
3. In the Create New Workbench Dashboard window:
   1. Enter a Name and an optional description.
   2. Select Continue.
      Vault creates a dashboard with a Default tab.
4. Add up to nine (9) components to display in each dashboard tab:
   1. Select Add Component.
   2. In the Add New Component window, complete the following information:
      1. Enter a Name.
      2. Select a View. If a component already exists on the dashboard, the drop-down displays only views that share the same Principal View. This Principal View defines the available dashboard filters.
      3. Select a Tab. This field defaults to the tab you are currently editing, but you can move the component by selecting a different tab.
      4. In the Layout, select Select Fields.
      5. In the Select Fields to Display window, select the fields to display for this component. Reorder and remove fields as necessary and then select Confirm.
   3. Select Continue.
   4. Optional: Add additional components as needed.
5. Add tabs as needed:
   1. Select the Plus (+) icon next to the tabs row and enter a name for the tab.
   2. Optional: To rename existing tabs, hover over the tab name to select the Actions menu and then select Rename. You can also double-click the tab name.
   3. Optional: To delete tabs, hover over the tab name to select the Actions menu and then select Delete. You cannot delete tabs that have components.
   4. Optional: To reorder tabs, drag and drop them.
      If you do not have access to dashboard tabs, contact your Admin to grant you the necessary permissions.
6. Select Save to save the Workbench Dashboard or Save & Run to save the Workbench Dashboard and run all the added components in the active tab. Saving the Workbench Dashboard saves any changes made to all tabs.

To learn more about customizing a dashboard, see the Customize Dashboards section.

For each table chart component, Vault supports a maximum of 500 rows.

Use Workbench Dashboard Filters

To learn more about Workbench Dashboard filter capabilities, see Use Workbench Dashboard Filters.

Customize Dashboards

In edit mode, you can customize a Workbench Dashboard in the following ways:

• Beside a component, select the Edit () icon to:
  • Rename the component
  • Edit the fields for which you want to generate data.
  • Move the component to a different tab.
• Select the Delete () icon to delete the component from the dashboard.
• Resize a component by selecting the arrow in the bottom right and dragging the component to the desired size.
• Organize the dashboard by dragging and dropping the components to rearrange them. Vault allows you to display up to three (3) components in a row.

How to Copy Dashboards

When you copy a Workbench Dashboard, Vault copies all tabs and components to the new dashboard.

To copy a dashboard:

1. From the Dashboards tab or from inside a specific dashboard, select the All Actions menu for the dashboard you want to copy and select Copy Record.
2. In the Make a Copy window, enter a Name and (optional) Description for the new dashboard.
3. Select Continue.

After you have copied the dashboard, make any necessary edits to the new dashboard. When finished, select Save or Save & Run.