Manager supports multiple dashboards, allowing you to easily view training metrics and customize dashboards to meet your reporting needs while reducing the time it takes to reproduce dashboard charts. Create dashboards for specific worksites, learning plans, users, or other key metrics to quickly access the information that matters most. This article explains how to add, customize, and manage dashboard charts on the Home Page, making it easy to monitor training goals and important metrics at a glance.
Visit Creating Dashboard Charts for step-by-step instructions on creating charts for your Manager dashboard.
Multiple Dashboards in Manager
Create custom dashboards to surface the training data that matters most. Build dashboards tailored to specific worksites, learning plans, users, or other key metrics, and populate each dashboard with the charts that best support your reporting needs. Whether you reuse the same charts or create unique dashboard views, you can organize your data for faster access and more efficient analysis.
Example:
Instead of viewing Training by Worksite and Learning Plan Progress charts for all 13 Texas worksites on a single dashboard, you can create separate dashboards for the North Central and Southeast regions. In this example, this allows you to focus on regional performance and quickly identify trends.
Using this example and creating multiple dashboards, your homepage would then have dashboards to easily switch between, for easier data review.
Creating a New Dashboard
In order to create a new dashboard, you need to have created a chart in your default dashboard. Refer to Creating Dashboard Charts for step-by-step instructions.
- In the Manager homepage, click on the
icon.
- Select from one of the two dashboard options:
- Create Empty Dashboard: Allows you to create a new dashboard without any existing charts. This option gives you a fresh dashboard.
- Copy Current Dashboard: Allows you to copy the current dashboard you are on. This option allows you to copy charts then edit and customize to your needs.
- Confirm or Edit your new dashboard name, then Select COPY.
- Select the Default Dashboard checkbox to make this your default dashboard.
-
Default dashboard can also be selected by clicking on the
icon. A green
icon indicates the current default Dashboard.
As a best practice, we recommend establishing an organization or site wide naming conventions to help keep your dashboards easily organized.
Copying a Dashboard
- In the Manager homepage, click on the
- Select Copy Current Dashboard from one of the two dashboard options:
- Confirm or Edit your new dashboard name, then Select COPY.
- The copied dashboard appears in Manager. Verify that the dashboard name matches the name you assigned when creating the copy.
-
Review, edit, delete charts as needed.
Switch Between Dashboards
- In the Manager homepage, click on the dashboard icon.
- Select the dashboard you want to review. Dashboard charts will automatically load.
Editing Dashboard Name
- From the Manager homepage, click on the dashboard icon.
- Click on the
icon.
- Rename the dashboard, then select SAVE.
Deleting a Dashboard
- From the Manager homepage, click on the dashboard icon.
- Click on the
- Click on the delete icon
. When prompted, click on DELETE.
Users can delete any dashboards they create, with the exception of their default dashboard.