Manage Dashboards

Use dashboards to visualize report data for at-a-glance understanding of key metrics.

Note Beginning with 24R1 in April 2024 and for all subsequent releases, Vault Safety General Release Help content is moving to a new site. Test the new site using Limited Release content.

Using Dashboards

Each dashboard contains one or more dashboard components and each component displays metrics from a report. Create, view, and manage dashboards from the Dashboards tab.

Safety Dashboard
Global Safety Dashboard

Create a Dashboard

  1. Go to Analytics > Dashboards.
    The tabs that appear in the navigation bar depend on your system’s custom configuration.
  2. From the menu bar, select Create.
    The Create Dashboard window appears.
  3. Enter a Name and optional Description for your dashboard and then select Continue.
  4. Choose the layout (2 columns or 3 columns) from the picklist.
  5. Select Add Component and set options in the Add New Component dialog.
  6. Review the component settings for the chart type.
    Repeat the process to create as many components as you need to display on the dashboard. You can add up to 15 components.
  7. Rearrange components by selecting on the component and dragging it to the new location.
  8. Select the bullhorn icon in the component header to feature that chart at the top of the dashboard.
  9. Select Save & Run.

Vault Online Help provides more information about managing dashboards.

Add Dashboard Components

  • Create a Gauge Chart
    1. While in edit mode, select Add Component.
    2. Enter a Name for the component.
    3. Select Gauge as the chart type.
    4. On the Chart Data tab, select a report and a metric from that report to serve as the data for the chart. If the report uses grouping, choose whether to include all groups or select specific groups.
    5. On the Formatting tab, enter the range of metric values to show on the chart.
    6. If you want the exact metric value to appear below the chart, select Display Actual Value and enter the unit label.
    7. Select the Display Metric Label checkbox to show the name of the metric in the chart.
    8. Select the Display Groupings checkbox to show details for the groupings applied to the chart. You can also add up to three colored bands to the chart by selecting a color and an end value for the band.
    9. Select Continue to add the new component to the dashboard.

    Result

    Gauge Chart
    Gauge Chart
  • Create a Number Chart
    1. While in edit mode, select Add Component.
    2. Enter a Name for the component.
    3. Select Number as the chart type.
    4. On the Chart Data tab, select a report and a metric from that report to serve as the data for the chart.
    5. Select All Values or choose a specific grouping (only available for grouped reports).
    6. Optional: Select the % of Grand Total checkbox to display this chart as a percentage. This is only available if your metric is a sum or count and the chart shows a specific grouping.
    7. On the Formatting tab, enter a unit label for the number.
      If you want the number to show in a specific color, depending on the value, use the range selectors to choose a color and enter the start/end values for the range. Note that the ranges must be in ascending order, meaning that Range 1 must be lower numbers than Range 2.
    8. Select Continue to add the new component to the dashboard.

    Result

    Number Chart
    Number Chart
  • Create a Bar Chart
    1. While in edit mode, select Add Component.
    2. Enter a Name for the component.
    3. Select Bar as the chart type.
    4. On the Chart Data tab, select a report and a metric (x-axis value) from that report to serve as the data for the chart.
    5. In Y-Axis (Category), select a field to serve as category in the report.
    6. In Group By, select a field to group by within each category.
      Select Stacked, Grouped, or % Stacked as the Group Styling.
    7. On the Formatting tab, choose to show or hide the x and y axis labels.
      Modify the labels if needed.
    8. Select the Show Chart Values checkbox to display the exact value for each category or group after the bar.
    9. Select the Show Legend checkbox to display a legend below the chart.
    10. Enter a value for Target Line if you want to display a target value as a line on the chart.
    11. Select Preview Report Data to preview the chart with data.
    12. Select Continue to add the new component to the dashboard.

    Result

    Bar Chart
    Bar Chart
  • Create a Column Chart
    1. While in edit mode, select Add Component.
    2. Enter a Name for the component.
    3. Select Column as the chart type.
    4. On the Chart Data tab, select a report and a metric (y-axis value) from that report to serve as the data for the chart.
    5. In X-Axis (Category), select a field to serve as category in the report.
    6. In Group By, select a field to group by within each category.
      Select Stacked, Grouped, or % Stacked as the Group Styling.
    7. On the Formatting tab, choose to show or hide the x and y axis labels.
      Modify the labels if needed.
    8. Select the Show Chart Values checkbox to display the exact value for each category or group above the column.
    9. Select the Show Legend checkbox to display a legend below the chart.
    10. Enter a value for Target Line if you want to display a target value as a line on the chart.
    11. Select Preview Report Data to preview the chart with data.
    12. Select Continue to add the new component to the dashboard.

    Result

    Column Chart
    Column Chart
  • Create a Line Chart
    1. While in edit mode, select Add Component.
    2. Enter a Name for the component.
    3. Select Line as the chart type.
    4. On the Chart Data tab, select a report and a Metric (y-axis value) from that report to serve as the data for the chart.
    5. In X-Axis (Category), select a field to serve as the category in the report.
    6. In Group By, select a field to group by within each category, if available.
    7. On the Formatting tab, choose to show or hide the x- and y-axis labels.
      Modify the labels if needed.
    8. Select the Show Chart Values checkbox to display the exact value for each category or group above the data point on the line.
    9. Select the Show Legend checkbox to display a legend below the chart.
    10. Enter a value for Target Line if you want to display a target value as a line on the chart.
    11. Select Preview Report Data to preview the chart with data.
    12. Select Continue to add the new component to the dashboard.

    Result

    Line Chart
    Line Chart
  • Create a Pie Chart
    1. While in edit mode, select Add Component.
    2. Enter a Name for the component.
    3. Select Pie as the chart type.
    4. On the Chart Data tab, select a report and a metric from that report to serve as the data for the chart. In Group By, select a field to group by within each category.
    5. On the Formatting tab, select the Show Category Labels checkbox to display the labels for each grouping category.
    6. Select Show Percentages to display the percentage for each grouping category.
    7. Select the Show Legend checkbox to display a legend below the chart.
    8. Select Preview Report Data to preview the chart with data.
    9. Select Continue to add the new component to the dashboard.

    Result

    Pie Chart
    Pie Chart

View Dashboards

The dashboards you see on the Dashboards tab are those that you have created or that another user has created and shared with you.

To view a dashboard, click on the dashboard name from the Dashboards tab or click Save & Run from the specific dashboard’s editing page.

About Color Coding

By default, Vault automatically chooses colors to represent a grouping in a dashboard chart. Color coding is on a chart-by-chart basis, so one chart in a dashboard may show the product Cholecap in yellow, while another chart shows this product in blue.

Admins can configure specific colors to always represent lifecycle states. This feature is only available for lifecycle states. In cases where states have the same name across different lifecycles, but are visible in a single chart, the states share the same color setting.

Edit Dashboards

Only the dashboard owner, a user listed as Editor for the dashboard, or an Admin can edit a dashboard.

To edit a dashboard, open the dashboard and select Edit. When finished, select Save or Save & Run.

  • Set a Featured Component

    To toggle a featured component, beside the component name, select Feature Component Button.

    The featured chart appears in full width at the top of the dashboard.

  • Rename a Component

    To rename a component, beside the component name, select Edit Component Button.

  • Delete a Component

    To delete a component, beside the component name, select Delete Component Button.

  • Rearrange Components

    To rearrange components, select a component and drag it to a new location.

  • Change the Dashboard Layout

    To change the dashboard layout, from the dropdown list beside Dashboard Edit Mode, select either 2 columns or 3 columns.

    To make a component the full width of the page, make it featured.

  • Add a Component

    To add a component, select Add Component.

  • Toggle Legend Groups

    Legends can appear in bar or column charts. To toggle a group being included in the chart, select the group from the legend.

Share Dashboards

Vault Online Help provides more information on viewing and sharing dashboards.

  1. From the Dashboards tab or from inside a specific dashboard, expand the All Actions (All Actions) menu, and then select Share.
  2. Add users in the Editors and Viewers fields.
    Editors are able to edit, copy, and share the dashboard. Viewers have view-only access.
  3. Select OK.

Result

Users with permissions to a dashboard automatically receive the same permissions (Viewer or Editor) on all related reports.

Export Charts as Images

Vault allows you to download specific dashboard components as image files. Note that this option is only available for bar, column, and pie charts.

  1. While viewing a dashboard, click the Full screen icon for the specific chart.
  2. Click the Download Image button in the lower right corner of the pop-out box.

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