Having dashboards already seems like a great resource — but there's more good news. You can choose a certain period to view, export your info for that next audit, refresh for your latest data, and get way more details just by hovering your mouse over a column.
How to Navigate Dashboards?
Dashboards are split into blocks with a different chart or graph in each block. Depending on what that particular dashboard is measuring, at the top right you can sometimes see one or more parameters and select the period you’re viewing.
An example of dashboard configuration panel:
Dashboards can access data until the beginning of last calendar year.
⭕️ The visualisations are set up that way that if there is no data for particular visualisation in filtered period then this visualisation is not shown. So you may encounter situations where for certain period you have more visualisations than for other periods.
Exporting your data
It's your data, so we want you to be able to access and view it whenever and wherever you want. That's why we made it possible to export the data behind any chart into CSV, Excel (xlsx), JSON or PNG formats.
☁️ To download data from one of the dashboard blocks, click the thee dots on the top right→ cloud download icon and then select the desired format.
Refreshing the data
Whenever you navigate to a dashboard page — or refresh the page in your browser — all the charts and data are re-queried from the database. Meaning that data will be brand new and up-to-date.
⌨️ Do you want to know a shortcut to refreshing your data? Try CTRL + R or F5 or, if you're a mac user, ⌘ + R.
Getting extra info through hovering or clicking
These charts aren't merely static images to look at. You can click on various parts of them, too, and see what happens.
🐭 Hover or click on one of the periods and you'll see a detailed info box appear over where your mouse is that shows you a detailed breakdown of information for the shown period.
🔢 Every visualisation has tooltip that gives definition of calculated values as well as guidance how the results can be further filtered. Hover over ℹ️ icon to check it out.
👉 If you encounter blue text, simply give it a click! It will seamlessly guide you to a specific client, scenario, clearance rule, etc., enhancing your navigation experience.