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Analytics

Last updated: May 1, 2024

Create Analytics dashboards

Learn how to create Analytics dashboards via the web app.
What are Analytics dashboards?
The Analytics feature empowers you to see all your data in one place, although this can sometimes be overwhelming for groups or users who don’t require full visibility. By creating individual Analytics dashboards, you can manage the data flow across your organization so that stakeholders only see the information most relevant to them.
What you'll need
  • eAuditor Premium Plan or Enterprise Plan
  • Web app
  • "Analytics: Manage" or "Analytics: Create dashboards" permission
  • Full seat
  • Depending on the type of dashboard you want to create, you'll need the corresponding permission: Custom dashboard: "Analytics: Manage" permission Site-based dashboard: "Analytics: Create dashboard (site-based)" permission Individual-based dashboard: "Analytics: Create dashboard (individual-based)" permission
Create an Analytics dashboard

1. Log in to the web app.

2. Select Pie chart icon Analytics from the menu on the left-hand side.

3. Click Plus icon Create dashboard on the upper-right of the page. Depending on your permission, select the type of dashboard you want to create in the pop-up window.

4. Select from the following options:

  • Use a dashboard template: Select this option if you’d like to make use of pre-made templates.

  • Start from scratch: Select this option if you’d like to create a dashboard from scratch based on data sets you want to analyze.

5. Click Pencil icon on the upper-left of the page to name your report.

6. Customize the charts in your report accordingly, ensuring that each chart is populated with data and any unwanted charts are deleted. You can also add, resize, and move charts as needed.

7. Click Save on the upper-right of the page.

Yes, the changes you make to an Analytics dashboard also apply to any user who can access the dashboard.

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