Dashboards are one place in on the platform where administrators can quickly check the most important L&D metrics. The information is immediately available and presented in a visual, user-friendly way. No need to export or process data in external tools.

Administrators can create their own dashboards and freely configure them according to their needs. With just a few clicks, they can select a metric they are interested in and customize it with simplified filtering and grouping.

Table of contents

1. Manage dashboards
   1. Create a dashboard
   2. Change dashboard name and description
   3. Delete a dashboard
   4. Make a dashboard copy
   5. Export dashboard to PDF
2. Manage reports
   1. Add a report to a dashboard
   2. Edit a report
   3. Delete a report
   4. Make a report copy
   5. Report configuration
      1. Metrics
      2. Object
      3. Filters
      4. Grouping
      5. Chart type
3. View dashboards
   1. Detailed data view
   2. Filter and sorting data when viewing a report

Manage dashboards

Create a dashboard

1. Go to Manage employees> Analytics > Dashboard.
2. Click the plus symbol in the upper left corner.
3. Hover over the temporary dashboard name and click it to change it.

Change dashboard name and description

1. Go to Manage employees> Analytics > Dashboard.
2. Select a dashboard from the list on the left.
3. Click the three dots symbol located in the upper right corner of the report.
4. Click "Edit name"
5. Change the name and description. Hit "Save" to finalize.

Delete a dashboard

1. Go to Manage employees> Analytics > Dashboard.
2. Select a dashboard from the list on the left.
3. Click the three dots symbol located in the upper right corner of the dashboard
4. Click "Delete dashboard"
5. Confirm to finalize.

Make a dashboard copy

1. Go to Manage employees> Analytics > Dashboard.
2. Select a dashboard from the list on the left.
3. Click the three dots symbol located in the upper right corner of the dashboard
4. Click "Make a copy"

Export dashboard to PDF

1. Go to Manage employees> Analytics > Dashboard.
2. Select a dashboard from the list on the left.
3. Click the three dots icon in the top right corner of the dashboard.
4. Click "Export to PDF".

Manage reports

Add a report to a dashboard

1. Go to Manage employees> Analytics > Dashboard.
2. Select a dashboard from the list on the left.
3. Click "Add report".
4. Select a metric by clicking on its name. 
5. Select filters and set the grouping field. More information about these settings can be found below.
6. Hover over the temporary report name and click it to change it. We recommend adding filters and grouping to the name for easy reference in the future.
7. Click "Add report" to confirm.

Edit a report

1. Go to Manage employees> Analytics > Dashboard.
2. Select a dashboard from the list on the left.
3. Click the three dots icon in the top right corner of the report.
4. Click "Edit report"
5. Make changes. Press “Save” to finalize. 

Delete a report

1. Go to Manage employees> Analytics > Dashboard.
2. Select a dashboard from the list on the left.
3. Click the three dots symbol located in the upper right corner of the report.
4. Click "Delete report"
5. Confirm to finalize.

Make a report copy

1. Go to Manage employees> Analytics > Dashboard.
2. Select a dashboard from the list on the left.
3. Click the three dots symbol located in the upper right corner of the report.
4. Click "Make a copy".

Report configuration

Metrics

​​In HCM Deck, metrics are expressed as quantitative data and are used to track and evaluate the effectiveness of selected L&D processes. A metric answers the question, "What do you want to measure?"

Available metrics:

• Object participation 

This metric allows you to monitor the number of unique users who have or have not completed a selected object. Use it to keep track of learning progress and give support to stores or regions where learning is slower. To compare participation between stores and regions, use grouping.

• Object completion

Use the metric to check the percentage of users who have completed a given object (and the percentage of users with a different status). To see the value in percent, hover over the part of the chart that interests you. Add a filter to see what the data looks like for a specific location.

Object

In this part of the configuration, you choose the object that you want to analyze.

Available objects:

• Programs
• Paths
• Trainings (coming soon)
  • When a user participates in multiple dates within one training, it is only counted once on the dashboard and belongs to the most recent status. E.g. If John Kowalski was registered for two dates: January 1, 2024 - where he was present and January 3, 2024 - where he was absent, his result will appear just once on the dashboard, and if the dashboard is grouped by status, it will be included in the "Absent" status (since that is the status he obtained most recently).
• Courses (coming soon)

Filters

Use filters to narrow down the displayed data. You can select several filters at once.

Available filters:

• Status
  • Path ("not started", "uncompleted", "completed")
  • Program ("not started", "uncompleted", "completed")
  • Course ("not started", "uncompleted", "completed")
  • Training ("not started", "present", "absent")
    • For trainings, we use grouping statuses to make data analysis easier. See what statuses belong under each grouping status.
      • "Not started": "not started", "pending acceptance", "no date selected"
      • "Present": "present", "present and passed", "present but failed"
      • "Absent": "absent"
• Position
• Long absence (YES/NO)
• Archived users (YES/NO)
• Agreement signing date (last week, last month, last year, number of days ago, custom date range)
  • The filter allows narrowing down data to participants who were employed during a specific period.
•  Object status date (last week, last month, last year, number of days ago, custom date range)
  • The filter allows narrowing down data to participants who, during a specific period, performed actions in an object that resulted in a change of its status.
•  Additional fields from user profile fields

Availability of filters per metric

Filter	Object participation	Object completion
Status	✅	❌
Position	✅	✅
Long absence	✅	✅
Archived users	✅	✅
Agreement signing date	✅	✅
Object status date	✅	✅
Additional fields from user profile fields	✅	✅

How does filtering work?

Multiple filters

You can add one or more filters for each report. For a record (e.g., user or object) to be included in the chart, it must meet all the filters you have added. Using the language of logical operators, filters are connected by the AND operator.

How does it work?  

If 

You add, for example, the "Position=Junior Sales Associate" and the "Status="Completed" filters.

Then 

In the chart, you will only see users who have the "Junior Sales Associate" position and their status for this object is "Completed". As a result, users who have the "Junior Sales Associate" position, but their status is other than "Completed" will not be included.

Multiple values ​​in a filter

You can select more than one value for each filter. For example, when you want to see users who have the "Junior Sales Associate" or "Senior Sales Associate" postion. Or you want to see users who for the "Manager 2023" program have the status "Not started" or "Not completed". Using the language of logical operators, values are connected by the OR operator.

How does it work?

If

You select more than one value for a filter, e.g., "Position=Junior Sales Associate" and "Position=Senior Sales Associate"

Then

In the chart, you'll see users who are assigned to either only "Position=Junior Sales Associate", only "Position=Senior Sales Associate", or both.

Grouping

It's easier to analyze and compare data when it's grouped. You can group the data based on fields. 

Available fields:

• Object status
• Custom fields from the user profile
• Position

Field	Object participation	Object completion
Object status	✅	❌
Custom fields from the user profile	✅	✅
Position	✅	✅

Chart type

To change the chart type, go to the report creation or editing screen and click the drop-down list under the report name.

Available chart types:

• Bar chart
• Pie chart
• Table

Chart type	Object participation	Object completion
Bar chart	✅	❌
Pie chart	✅	❌
Table	✅	✅

 

View dashboards

Detailed data view

Detailed information can be accessed under a specific section of the chart. For example, if the data is grouped by status, and you want to see which users have the status "Uncompleted".

You can do this by clicking on the section of the chart that interests you. You'll see a list of users behind the given value on the right side of the screen.

Filter and sorting data when viewing a report

In dashboards, you can filter data not only during the editing phase, but also while previewing. For example, when discussing team results with a manager, you can use filtering to quickly view only the results relevant to them. Filters set in the preview apply only to you, meaning other users with access to the dashboard won't see them. In preview mode, you can also sort data in columns to quickly identify the smallest or largest results.

How to do it?

To filter a report, simply click on the funnel icon in the top right corner of the report and select the values of interest. Filtering is possible only for grouped reports.

 

To sort data in a report, click on the arrows next to the column name. Clicking again will change the sorting direction.