Intro
The Docebo Learning Analytics platform turns learning data into key insights with easy-to-use reports. In this article, we will see how you can create and manage dashboards.
A dashboard is a collection of widgets that give you an overview of some metrics at a glance, it’s a great tool that you can build and customize according to your needs and share with other people.
The My Dashboards Page
The My Dashboards page is made up of the following tabs:
- My Dashboards. The My Dashboards table offers an overview of the dashboards you own. Refer to the Managing Dashboards chapter, in this article, for more details about managing dashboards.
- Pinned Dashboards. The Pinned Dashboards table lists all the dashboards you pinned in the Featured Dashboards section, on the left-side navigation menu. Refer to the Managing Pinned Dashboards chapter, in this article, for more details about pinning dashboards.
Creating a Dashboard
To create a dashboard, log into your Docebo Learning Analytics platform and access the My Dashboards tab from the navigation panel on the left side of the page. If you have already created dashboards, they are listed on the My Dashboards main page, in the My Dashboards table. If there are no existing dashboards, the page is empty.
To create a dashboard, click on the New Dashboard button in the top right corner of the page. In the pop-up window that opens, enter the name of your dashboard and press Create to complete the creation procedure, and start populating your dashboard with widgets.
Dashboards must have a unique name. If you enter a name already in use, you will get an error message.
Once created, your dashboard is listed on the My Dashboards main page, in the My Dashboards table. In the My Dashboards table, you will see the dashboard's name, the creation date, and the date of the last update.
Adding Widgets to a Dashboard
After you have created your dashboard, you will be redirected to the dashboard main page where you can add widgets and notes, share the dashboard, and delete it. For more details on managing dashboards, refer to the Managing Dashboards chapter in this article.
To add widgets, click on the Add Widget button in the top right corner of the dashboard main page. You will be redirected to the widget library where you can select your widget among the available ones. To speed up the selection process, widgets are divided into categories that you can navigate from the top of the page. Have a look at the list of available widgets in the dedicated article of the Docebo Learning Analytics Knowledge Base.
To add a single widget, click on the Add item in the bottom right corner of the widget.
To add a selection of widgets at once, hover your mouse over the widget and click on the top right corner of the widget to select it. The number of selected widgets will be displayed at the bottom of the page. If you need to remove a widget from your selection, click on Deselect in the widget area. Once your selection is complete, click on Add Selection in the bottom right corner of the page.
The widgets you add to the dashboard are sorted by default according to the order of selection, starting from the upper left corner, but you can reorder them at any time by dragging and dropping them to fit your needs.
You can filter the data shown in the widgets available on your dashboard by clicking the Filter item in the top right corner of the widgets. Choose the desired filter and press Save Changes. Learn more about managing and filtering widgets.
Before adding a widget, click on Preview in the widget card to see what the widget will look like in your dashboard. A pop-up window will open and display the widget with its real dimensions. While in preview mode, click on Select to add the widget to your selection or to your dashboard.
Adding Notes to Dashboards
Use notes to enrich your dashboard with text content to provide some context or details on the dashboard data to the people that will see it, so that they can better understand its value.
To add a note, click on Add Note in the top right corner of the dashboard main page. In the right panel, enter the content and format it according to the available formatting options. The default background color of notes is transparent, but you can change it by selecting one of the available colors at the bottom of the right panel. Click Confirm to add the note to the dashboard.
The note is added by default at the bottom of the dashboard, but you can change its position by dragging and dropping it on another area of the page. Click on the ellipsis menu in the top right corner of the note to edit the text you have entered, resize it, and delete it.
Please note the text editor embedded in the right panel is Froala, refer to the Froala Knowledge Base for further information on its usage. Also remember that the rendering of the output of WYSIWYG editors may be slightly different from the input, depending on the CSS rules applied.
Managing Dashboards
All of the dashboards you have created are listed in the My Dashboards table, on the My Dashboards main page. For every dashboard, you will see the name, if it has been shared with other members, the creation date, and the date of the last update.
Click on the dashboard’s name to view it or click it from the Featured Dashboards section, if it has been pinned. Refer to the Pinning a Dashboard chapter of this article for complete details on pinning dashboards.
If you are the creator of the dashboard, you will also be able to rename it, share this dashboard, pin it as a featured dashboard in the Featured Dashboards section of the navigation panel and delete it. When a dashboard is deleted, it is removed from Featured Dashboards section and from the My Dashboards table and you no longer have access to it.
Click on the dashboard’s name to access the dashboard page. Click on the ellipsis menu in the top right corner of the page to share the dashboard or delete it. Use the Time Frame dropdown to filter the dashboard according to a specific period of time.
Renaming a Dashboard
Independently from where you rename your dashboard, set the new name and click on Update to confirm your changes. Dashboards must have a unique name. If you enter a name already in use, you will get an error message.
Sharing a Dashboard
You can share a dashboard with other members of the Learning Analytics platform, as well as with external users. To do so, click on the ellipsis menu in the top right corner of the dashboard main page and select Share.
In the pop-up box that opens, on the Members tab, type the first three characters of the name or the email address of the member you want to share the dashboard with. Make your selection from the results list and click on Confirm to finalize your action. The dashboard will be shared with the selected members. If the dashboard is already shared with some members, they will appear in the pop-up box, you can press on Remove in the member’s row to remove them from the list.
Alternatively, you can share the dashboard via a public share link. A public share link allows external users to view the data included in the dashboard without giving them access to the platform.
When you share a dashboard with another member, the member will only be able to see data for which he/she has been given visibility permissions. On the other hand, when you share a dashboard via a public link, the person you share the dashboard with will see the dashboard the same way you see it and visibility permissions will not apply.
When another user shares a dashboard with you, this dashboard will appear in the Shared With Me page. This page displays all the dashboards and widgets that have been shared with you by other users, with the name of the person that has shared the item and the date of sharing. You can remove a dashboard from this page by clicking on the ellipsis icon and selecting Remove. When you remove a dashboard from the Shared With Me page, it will no longer be available to you. Click on the name of the dashboard to access it and check all the widgets included in it. You will be able to use the time filter to navigate the dashboard.
Time Filter
You can apply a specific Time Frame filter to the data shown in the dashboard by using the time selector on the top right corner of the dashboard main page.
By default, the dashboard displays the data collected in the last 12 months (if available). You can change the time frame by selecting a different period from the list. The selected time range will automatically apply to all the widgets on the page.
When you select the last X months in the time frame filter, the time range that applies will go from the same day in the corresponding month to today regardless of the number of days in the months. For example, if you choose Last 2 Months as a time frame filter on April 5, the time range will go from February 5 to April 5.
In order to choose a custom time range, select Custom in the drop-down menu. Click first on the first day of your time range and then click on the last day of your time range. Press Apply to complete the process.
Users Filter
You can filter the data shown in the dashboard, both at dashboard and at widget level, according to the user status by using the Users filter and setting whether to consider all users, only active or only inactive users.
Active users are those users who have access to the Docebo Learn platform, while inactive users cannot access the platform since they have either been manually deactivated or their active status has expired. Learn more about the user statuses in Docebo Learn.
Pinning a Dashboard in the Featured Dashboard
You can pin one or several dashboards in the Featured Dashboards section, on the left-side navigation menu, in order to put some important and useful dashboards in evidence for all the users and to allow them to quickly access dashboards.
To pin a dashboard, access the My Dashboards tab from the navigation panel. In the My Dashboards main page, click on the My Dashboards table. Click on the ellipsis menu at the end of the dashboard row you want to pin and select Pin as Featured Dashboard. The newly pinned dashboard is visible in the Featured Dashboards section, on the left-side navigation menu and in the Pinned Dashboards table.
Note: You can pin up to 20 dashboards in the Featured Dashboards section.
Managing Pinned Dashboards
To see the details of each pinned dashboard, access the My Dashboards tab from the navigation panel and in the My Dashboards main page, click on the Pinned Dashboards table. For every pinned dashboard, you will see the name, the status, the owner of the dashboard, who published it, and the date of publication.
Publish Changes
If you update a pinned dashboard (for example after having added or removed widgets), the changes won’t be reflected in the Featured Dashboard section until you publish them. When you are ready to publish the changes, from the Pinned Dashboards table, click on the ellipsis menu at the end of the dashboard row and select Publish Changes. The dashboard is now up to date.
Remove a Dashboard from Featured Dashboards
If you need to remove a dashboard from the Featured Dashboards section, move to the Pinned Dashboards table and click on the ellipsis menu at the end of the dashboard row and select Remove from Featured Dashboards. You can remove both the dashboards you own and the dashboards owned by other members. The removed dashboards are no longer visible in the Featured Dashboard section, in the navigation panel.
Take Ownership of a Dashboard
If the owner of a dashboard is no longer active, you can take ownership of their dashboard to manage it. Inactive owners are identified by an Inactive User icon visible next to their name, on the dashboard row.
To take ownership of a dashboard whose owner is inactive, move to the Pinned Dashboards table and click on the ellipsis menu at the end of the dashboard row and select Take Ownership.
Delete a Dashboard
You can only delete dashboards you own, except if the owner of a dashboard is inactive and if you took ownership of his dashboard. To delete a dashboard, move to the Pinned Dashboards table, click on the ellipsis menu at the end of the dashboard row and select Delete Dashboard. The deleted dashboard is no longer visible in the Featured Dashboards section, on the left-side navigation menu, nor in the Pinned Dashboard table.
Embedding Featured Dashboards on the Learn Platform
As a Superadmin using the Learn platform, you can embed the dashboards found on the Learning Analytics platform on your Learn platform. Your dashboards will be integrated in your Learn widget pages as an iframe.
Embedding a Featured Dashboard
To embed a featured dashboard on the Learn platform, start by accessing your Learning Analytics platform and go to the My Dashboards tab from the navigation panel. Click on the ellipsis menu at the end of the dashboard row you want to embed and select Copy Embedded Dashboard Link. You can also access this option from the dashboard main page by clicking on the ellipsis icon in the top right corner and selecting Copy Embedded Dashboard Link. The Dashboard URL and the Salt Secret that you need to enter in your Learn platform will be displayed.
Then, follow these steps to embed your dashboards in your Learn platform:
- Access your Learn platform as a Superadmin
- Press the gear icon in the top right corner to access the Admin Menu
- From the Settings section, select Manage Pages
- Select the page you want to edit by pressing the ellipsis icon at the end of the row or create a new page by pressing the plus button on the top right corner
- From the Composer tab, add a new widget and select iframe
- Go back to the Learning Analytics platform and copy the Dashboard URL and the Salt Secret to paste them in the Add New Widget right panel
For more details on how to manage Widget Pages on the Learn platform and how to manage the iframe content displayed on the page, read the dedicated Knowledge Base articles.
Once you embed your dashboard in the selected page, it will become visible to all users who have visibility permissions for this page. Please note that dashboards will be available as view-only and options such as sharing and pinning will not be available. On the other hand, dashboards filtering options will be available.
Conditions and Restrictions
- Only Featured Dashboards can be embedded on your Learn platform
- In order for the dashboard to be displayed on the Learn platform, a common valid email address must be associated with the user on both the Learn and the Learning Analytics platforms.