Dashboards can hold more than one chart or widget, and display multiple forms of data.

To add more widgets to a dashboard:

1. Create a custom dashboard
2. Click + Widget
3. Click the + next to “Values” on the left-hand side

• • When hovering over the +, “Add +” will appear highlighted in yellow.

4. Search or select fields in the “Data Source / Add a Field” pop-up. Selected fields will populate in the chart.

• • When hovering over a field, click More… to select a function.
  • Or, click the fx to create a new formula.
    • Enter the formula in Start typing your expression…
    • Search or select fields in the “Data Browser” tab.
    • Search or select functions in the “Functions” tab.
    • Click OK

5. Hover over the field under “Values” and click 123 to change how the data is displayed on the dashboard.

• • Complete all of the fields in the “Field > Format Number” pop-up.

• • Click OK

6. Click Apply

7. The widget will be added to the dashboard. Widgets can be dragged to different locations and resized in the dashboard.

Filters can be added to dashboards to provide different views of the dashboard.

To add a filter to a dashboard:

1. Navigate to the Insights module and select Insights Home
2. Select the custom dashboard being modified in the “Custom Reports” folder on the left-hand side
3. Click Filter your Dashboard on the right-hand side
4. Search or select labels in the “Add Filter” pop-up

5. Select the checkboxes of labels to include in the filter

6. Click OK

Users with the (Settings > Designer Seat Management) permission can assign levels of access to dashboards and reports in the Insights module.

To give users access to Advanced BI reports:

1. Navigate to the Insights module and select Settings
2. Select the checkbox next to each report users will be given access to

• • Clicking the checkbox next to a bolded dashboard will automatically select all of the reports below it, within that folder.

3. Click Add Access next to the bolded folder

• • Please note, users cannot add access to reports in different folders at the same time.

4. In the “Add Access” pop-up, complete the following fields:

• • Selected Report: the reports selected from step 2 will be listed in bold.
  • Choose a label: enter the name of a contact label to assign access to contacts with that label.
  • Choose an employee: enter the name of a single user.

5. Click Add Access

Users with the (Settings > Designer Seat Management) permission can create custom reports in the Insights module.

To create a custom dashboard:

1. Navigate to the Insights module and select Insights Home
2. Click + Custom Report on the left-hand side to create a new report
3. In the “Name Your Report” pop-up:
   • Select a Data Source in the drop-down
   • Enter the Report Title
   • Click Create
4. In the dashboard, click + SELECT DATA to create a new widget
   • Or, click fields next to “You might be interested in” to populate the data from those fields in the report.
5. Search or select fields in the “Data Source / Add a Field” pop-up. The fields will populate on the dashboard.

• • When hovering over a field, click More… to select a function.
  • Or, click the fx to create a new formula.
    • Enter the formula in Start typing your expression…
    • Search or select fields in the “Data Browser” tab.
    • Search or select functions in the “Functions” tab.
    • Click OK

6. Select an icon on the left-hand side to choose how to display the data.

• • Hover over each icon to find out the names of all of the charts and graphs.
  • A blue dot will appear over the selected icon.
  • Faded icons cannot be selected.

7. Click + Add More Data… to add more data to the chart

8. Enter the name of the widget in Add Title

9. Click CREATE

10. Add more widgets to the dashboard

11. Click the vertical ellipsis icon on the right-hand side and select Publish Changes. This will make changes that were made visible to authorized users.

12. Click Publish

Once a dashboard has been created, users can edit, duplicate, and delete the dashboard. 

To duplicate a dashboard:

1. Navigate to the Insights module and select Insights Home
2. Select the custom dashboard being modified in the “Custom Reports” folder on the left-hand side
3. Click the vertical ellipsis icon on the right-hand side and select Duplicate
4. Click Duplicate in the “Duplicate Dashboard” pop-up

To delete a dashboard:

1. Navigate to the Insights module and select Insights Home
2. Select the custom dashboard being modified in the “Custom Reports” folder on the left-hand side
3. Click the vertical ellipsis icon on the right-hand side and select Delete
4. Click Delete in the “Delete Dashboard” pop-up

Once a dashboard has been created, users can edit, duplicate, and delete the dashboard. 

Please note, to edit a widget or dashboard, users must be a designer and owner of the dashboard.

To edit a dashboard:

1. Navigate to the Insights module and select Insights Home
2. Select the custom dashboard being modified in the “Custom Reports” folder on the left-hand side.
3. To rename the dashboard:
   • Hover over the dashboard’s title and click the pencil icon.
   • Enter the new name of the dashboard.
   • Click the green check to accept the new name or the red x to reject it.
4. To rename a widget:
   • Double-click the name of the widget or Add Title, if the widget has not been named yet.
   • Enter the new widget title.
   • On the right-hand side, click the green check to accept the new name or the red x to reject it.
5. Click the pencil icon on the right-hand side of a widget to edit the widget’s contents.
6. Click Apply to save edits made to the widget

Organizations with the Advanced Business Intelligence dashboards enabled will automatically have two designer licenses. Users with the (Settings > Designer Seat Management) permission enabled can manage designer licenses in the “Settings” section of the Insights module.

To add designer licenses:

1. Navigate to the Insights module and select Settings
2. In the “Type to add designer…” search bar, type in the name of a user to assign a license to.
3. Select the user

To remove designer licenses:

1. Click the x next to the username to remove them from the license list
2. Click Remove in the “Remove License” pop-up

Organizations automatically have two designer licenses, but users with the (Manage Designer Seats) permission enabled can purchase additional licenses in the “Settings” section of the Insights module.

To purchase additional designer licenses:

1. After adding the maximum number of licenses, a message will appear at the top of the list, stating, “Maximum number of licenses have been assigned.” Users will be unable to add more designers in the “Type to add designer…” search bar.

2. Select Purchase License on the right-hand side to add more users

3. Complete the “Purchase Additional Licenses” pop-up:

• • Email*: enter an email address to contact.
  • Phone number: optionally, enter a contact phone number.
  • Number of Licenses: enter the number of licenses to add to the account.

4. Click REQUEST INFORMATION

• • A “Thank you!” message will appear as confirmation.

5. A CentralReach Account Manager will reach out to add more designer licenses to the account.

Click here to learn how to manage designer licenses.

Users can visualize data trends and predict what future data may look like using the “Analyze It” menu in Widgets.

Please note, this feature is currently only available for line charts.

To view Trends from a Dashboard:

1. Navigate to the Insights module and select Insights Home
2. In Custom Reports, select a custom dashboard
3. In a widget with a line chart, click Analyze It and then Trend
4. Click the Show Trend toggle

• • Or, create a line chart in a new widget.

5. The graph will display a linear trend line. Click Trend Settings to change the “Trend Type”.

• • To compare current data to past data, click the Compare to toggle and then select Previous Year, Quarter, or Month in the drop-down.
  • To ignore outliers in the data, click the Ignore Anomalies toggle.

6. Click Trend Information to view:

• • Trend Variable: The variable in the y-axis.
  • Trend Type: The type of trend line selected in the “Trend Settings”.
  • Trend Period: The trend’s evaluation period, or the period of time the data spans.
  • Trend Data: The data’s minimum, maximum, average, and median data points.
  • Number of Observations: The number of data points in the graph.
  • Trend Explainability: The slope of the trend line.
  • ‘R’ equation: A statistical measure that measures the correlation between the variables on the x and y axises.
    • The “R” value is the correlation coefficient of the data and will range from -1 to 1. Negative and positive R values indicate negative and positive correlations, respectively, while R values of “0” indicate no correlation.
  • Ignore Anomalies: Whether the “Ignore Anomalies” toggle in the “Trend Settings” was enabled or disabled.

7. Hover over the trend line to view trend information specific to the data point.

To view Forecasts from a Dashboard:

1. Navigate to the Insights module and select Insights Home
2. In “Custom Reports,” select a custom dashboard
3. In a widget with a line chart, click Analyze It and then Forecast
4. Select Forecast Settings

5. In the “Forecast Settings” pop-up, click the Visible toggle and complete:

• • Forecasted Variable: The forecast provided for the variable.
  • Evaluation Period: Select All past data or Recent period in the drop-down to choose the past data being evaluated for the forecast.
  • Forecast Period: In the “Next:” drop-down, enter the number of months in advance for the forecast to project.

6. Click Apply

7. Click Forecast Information to view:

• • Forecasted Variable: The variable the forecast is being provided for.
  • Explaining Variable: An additional variable that may affect the forecast.
  • Evaluation Period: The forecast’s evaluation period, or the amount of past data the forecast is being predicted for.
  • Model Formula: The data type the forecast is being calculated by.
  • Number of Modeled Observations: The number of data points in the forecast.
  • Confidence Level: The level of forecast certainty.
    • When set to a high percentage, the forecast will display a wider margin of error to ensure actual results fall within that range. If the required “Confidence Level” is reduced, there will be a narrower margin of error on the graph.
  • Forecast Explainability: the forecast model’s distribution.

8. From the Dashboard, click the > on the right-hand side of the graph to display the Forecast.

9. Hover over the dotted line in the graph to view forecast information specific to the data point.

To view Trends and Forecasts within a Widget:

1. Within a custom dashboard, click the pencil icon to edit a widget.
   • Or, create a new widget.
2. Hover over a variable under either “X-Axis” or “Values” and click the graduation cap icon. Then, click either Trend or Forecast.
   • If Trend is selected, the “Trend Settings” will display.
   • If Forecast is selected, the “Forecast Settings” will display.

3. Click the Visible toggle in the “Forecast Settings” to view the Forecast.

4. Click Apply once all settings information has been inputted.