With Reports you create dashboards with insights about your workspace. You add insights based on different data domains, choose a chart type and configure columns and filters. Dashboards can be shared with your workspace or specific people.
Reports are available for Ultimate and Enterprise customers.
You can find Reports via Dashboards in the left menu.
Creating a dashboard
Click Dashboards in the left menu.
Click Create insight to add a new insight to an existing or new dashboard.
Give the dashboard a name and description.
Configuring an insight
An insight consists of three sections: Chart, Configuration and Display.
Chart
First choose a chart type and a data domain.
The available chart types are:
Single value one KPI number for a date range
Table (list) row-by-row records with selectable columns
Table (summary) grouped totals in table form
Bar chart compare categories with vertical bars
Line chart trends over time with a time bucket
Pie chart share per category
Then choose a data domain. The domain determines which data is available:
Tracks track summaries such as status, programmes, appointments and activity
Programmes programme enrolment and milestone completion per Track
Track status history historical status transitions of Tracks
Form responses individual form submissions and answer values
Appointments scheduled appointments linked to Tracks
Programme milestones milestone completions within programmes
Custom / advanced choose your own technical source and fact type, for power users
Configuration
Set the columns, filters and sorting here for the chosen data domain. You select which columns are visible, set filters such as a specific tag or status, and can exclude Tracks from the insight.
Display
Give the insight a name and description, and optionally choose a background colour and text colour for the card on the dashboard.
Click Save insight to save it.
Sharing a dashboard
Click Share in the top right of a dashboard to set the visibility:
Private only you can see this dashboard
Shared share with specific people in your workspace
Workspace everyone in the workspace can see this dashboard
Making form questions visible in reports
By default, answers to form questions are not included in reports. This is set up this way for privacy reasons.
If you want a form question to appear in reports, you enable this per question in the form settings:
Open the form via Forms in the app settings.
Click the question you want to report on.
Enable the option to make the question available for reports.
The same applies to questions in onboardings. Open the onboarding, go to the relevant question and enable the reporting option.
Once enabled, the answers are available as a column within the Form responses data domain.
Frequently asked questions
Why am I not seeing form responses in my report? Form responses are disabled for reports by default. Enable this per question in the form settings.
Can I add multiple insights to one dashboard? Yes, a dashboard can contain multiple insights. Add a new insight via the Create insight button at the top of the dashboard.