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.
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. 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 main My Dashboards page. In the My Dashboard 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.
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. 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 Widgets in Your Dashboards
The widgets you add to your 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 widgets.
Click on the ellipsis menu in the top right corner of the widget to take advantage of the following options:
- Rename: Every widget has a default name, use this option to change it. Enter the new name and click Update to confirm your changes.
- Download as: Download the widget in PDF, PNG, XLS or CSV format, so that you can share it.
- Send: Send the widget to a platform member or an external user. In the pop-up box that opens, enter the email address of the person you wish to send the widget to. If you want to send the widget to more than one person, enter multiple email addresses separated by a comma. Choose the format of the file that will be sent to your selected recipients (PDF, XLS or CSV) and click on Send to complete the action.
- Delete Widget: When a widget is deleted, it will be discarded from the dashboard but it will still be available for you to use in other dashboards or to eventually be added back to the dashboard from where it was deleted.
All of the dashboards you have created are listed in the My Dashboards page. For every dashboard, you will see the name, the creation date, and the date of the last update.
Click on the ellipsis menu at the end of the dashboard row to view the dashboard. If you are the creator of the dashboard, you will also be able to rename and delete it. When a dashboard is deleted, it is removed and you no longer have access to it.
Click on the dashboard’s name or the View option of the ellipsis menu 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.
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.