Understanding Analytics Categories

Objective

To effectively manage and navigate through the Analytics section of the system, specifically focusing on Dashboards, Reports, and Management.

VIDEO: HERE

Key Steps

1. Dashboards:

• Dashboards contain real-time data related to live online cases.
• Automatically updated every minute by the system.

2. Reports:

• Reports do not contain real-time data.
• Users can set the time period for the data they want to view.

3. Management:

• Accessible to admins only.
• Provides a list of all dashboards and reports, both private and public.

Access Control:

• Supervisors should only have access to their private dashboards and those made available by admins.
• Default dashboards and reports are accessible to everyone.
• Created dashboards and reports will be separated by a divider for easy identification.

Cautionary Notes

• Ensure that supervisors are granted access only to the necessary dashboards and reports for their respective teams to maintain efficient data

Tips for Efficiency

• Create descriptive names when creating custom dashboards and reports to easily identify their content.