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. 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 nine (9) components. A component is similar to a Workbench Report and displays data.

To create a Workbench Dashboard and add components:

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.
4. Add up to nine (9) components to display in the dashboard:
   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 views that share the same Principal View only. This Principal View defines the available dashboard filters.
      3. In the Layout, select Select Fields.
      4. 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. When you are done adding components, select Save to save the Workbench Dashboard or Save & Run to save the Workbench Dashboard and run all the added components.

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

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

About Workbench Dashboard Filters

To add filters to a Workbench Dashboard, navigate to Workbench > Dashboards.

Expand the filters panel by selecting the Filters () icon. If the Workbench Dashboard contains any required filters configured by your Admin, Vault displays this panel and these filters by default.

The available dashboard filters depend on the dashboard’s Principal View.

A Workbench Dashboard can also be filtered by a Case Series. When you apply Case Series to a Workbench Dashboard, Vault returns data related only to this set of Cases. For more information about Workbench Case Series, see Manage Workbench Reports.

Add Filters

To add filters to the Workbench Dashboard:

1. Under Available Filters of the filters panel, select a filter using the drop-down or the Advanced Search () icon.
2. Optional: To reorder filters, select Advanced Search. In the Select Additional Filters to Display window, reorder filters as needed and select OK.
3. Select a condition.
4. Under the condition, select a filter value. You can add only one (1) filter for a filter value.
5. Optional: To remove a filter, select the x () icon next to the attribute you want to remove. You cannot remove required filters.
6. When you add all applicable filters, select Apply to run the dashboard with your specified filters.

Result

Vault executes the Workbench Dashboard and all components using your specified filters. Any filters you apply to a Workbench Dashboard apply simultaneously to all components. In addition to the dashboard filters, for each component, Vault applies the filters defined on the component’s view, if any exist.

After you apply your filters, Vault saves your filters for the next time you access this dashboard.

When you select Clear All Filters, Vault clears any operators and filter values you set.

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 or edit the fields for which you want to generate data.
• 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 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.