Reporting from the Dashboard

The WorkInConfidence Dashboard give administrators a snapshot of the current state of conversations, discussions and surveys.

The Dashboard is available to any users that have one or more of the following roles:

  • Primary Admin
  • Company Admin
  • Run Report Admin
  • Conversation Admin (Top & Conversations panels only)
  • Survey Admin (Top & Survey panels only)
  • Discussion Admin (Top & Discussion Board panels only)

Setting the reporting period

The date picker on the Dashboard allows you to choose the range you would like to see data for. You can either choose from a series of pre-defined ranges (such as Yesterday, Last month etc) or you can set your own custom date range. Select the start and end dates and click the Update button to apply the range. By default the range is set to the last 30 days.

The Dashboard Date Range Selector

The Dashboard Date Range Selector

The Dashboard Statistics Panel (“Top Panel”)

The top panel in the Dashboard is available to all users that have access to the Dashboard and shows information about the number of registered users on the system and how many conversations have been created.

Dashboard Top Panel

Dashboard Top Panel

The Conversations Panel

The Conversations panel brings together the information that clients tell us that they need quick access to. The top statistics show the number of conversations open and closed during this period. Below that are the two most run reports – number of conversations by category and open conversations by manager. Use the View Full Report button at the bottom of the panel (not shown) to jump through to the full report.

Dashboard Conversations Panel

Dashboard Conversations Panel

Downloading a PDF Report

It is possible to download a report in PDF format containing extended information about the Conversations raised during the selected period. To do this simply click on the PDF logo to the right of the date range selector.

You can download a sample PDF report here.

Downloading a PDF Report

Downloading a PDF Report

The Discussions Panel

Similarly the Discussions panel shows you the most active board during your selected period. From here you can jump to the board or to the individual thread to view.

Dashboard Discussions Panel

Dashboard Discussions Panel

The Surveys Panel

The final panel gives a snapshot of surveys that were running during the period that was selected.

Dashboard Surveys Panel

Dashboard Surveys Panel

Need more help? If you'd like help or support on any feature of WorkInConfidence then please get in touch by either creating a new support ticket, sending an email to support@workinconfidence.com or using the chat function in the bottom right of the page.