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Chapter 08 · Dashboards

Dashboards

Turn attendance, leave, claims and task data into KPIs, charts and tables on one page.

In short: Dashboards turn attendance, leave, claims and task data into KPIs, charts and tables. Start from a template (HR Overview, Task Tracker, Claims Monitor or Team Directory) or a blank dashboard, then add your own widgets and filter by date range.

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A dashboard turns your attendance, leave, claims and task data into numbers, charts and tables on one page. Open Dashboards from the bottom bar, where it is labelled Dashbds.

my.workived.com/reports/dashboards
The Dashboards page before any dashboard exists, with a Create Dashboard button12
The Dashboards page before you create one.
  1. Create your first dashboard.
  2. Dashboards is in the bottom bar, labelled Dashbds.

Create a dashboard from a template

  1. Open Dashboards and select Create Dashboard. If you already have one, select the + tile instead.
  2. Choose a starting point: a template, or Blank to build everything yourself.
  3. Check the name. The template name is filled in for you and you can change it. Then select Create.
  4. Review the preview. It is read-only. Select Save Dashboard to keep it, or Discard to throw it away.
my.workived.com/reports/dashboards
The starting point picker with four dashboard templates and a Blank option12345
Choosing a template.
  1. HR Overview: attendance health, late arrivals, leave pipeline and work-hour trends.
  2. Task Tracker: open tasks, overdue risk, velocity trend and workload distribution.
  3. Claims Monitor: spend, approval pipeline, category breakdown and monthly trends.
  4. Team Directory: a table of all employees with leave, tasks and claims.
  5. Blank: start from scratch.
my.workived.com/reports/dashboards
The HR Overview template preview with an unsaved banner, KPI cards and charts12345
The preview of a template before it is saved.
  1. The banner tells you the dashboard has not been saved yet.
  2. Save Dashboard keeps it. Discard throws it away.
  3. A text note that explains what the dashboard tracks.
  4. KPI cards: one number each.
  5. Charts: trends and comparisons.
Tip

Nothing is stored until you select Save Dashboard.

Read your dashboard

A saved dashboard shows its widgets in a grid. Each kind of widget answers a different question.

my.workived.com/reports/dashboards
A saved dashboard with a date range filter and an Add Widget button1234
A saved dashboard.
  1. Date range: All time, Today, This week, This month, Last 30 days, This quarter or This year.
  2. Add a widget.
  3. KPI cards.
  4. Charts. Drag any widget to move it.
  • KPI: one number, such as how many people were present this month.
  • Line: how something changes over time, such as daily attendance.
  • Bar: a comparison between groups, such as leave days by type.
  • Table: a list of records with the columns you choose.
  • Text and divider: notes and spacing that make the page easier to read.

Use the date range at the top right to look at a different period: All time, Today, This week, This month, Last 30 days, This quarter or This year.

Add your own widget

  1. Select + Add Widget.
  2. Type a Widget Title, for example Tasks Completed This Month.
  3. Choose the Type: KPI, Bar, Line, Table, Divider or Text.
  4. Choose the Data Source: Tasks, Attendance, Leave or Claims.
  5. Choose how to calculate: Count, Count Distinct, Sum, Average, Min or Max.
  6. Group the result if you want to, for example by status. Single number gives one value.
  7. Add filters to narrow the data, then select Preview results to check it.
  8. Select Save Widget.
my.workived.com/reports/dashboards
The New Widget panel with title, type, data source, aggregate, count by, filters and preview12345678
The New Widget panel.
  1. Widget title.
  2. Type: KPI, Bar, Line, Table, Divider or Text.
  3. Data source: Tasks, Attendance, Leave or Claims.
  4. How to calculate: Count, Count Distinct, Sum, Average, Min or Max.
  5. Group the result, for example by status. Single number gives one value.
  6. Add filters to narrow the data.
  7. Preview the result before you save.
  8. Save Widget.
  • Line widgets also ask for a date field and whether to group by day, week or month.
  • Table widgets let you choose the columns to show.
  • Text widgets take your note instead of data.

Move, edit and delete widgets

  • Move: drag a widget to a new place. Changes to the layout are saved for you.
  • Edit or delete: hover over a widget to show its buttons at the top right. Edit opens the same panel, titled Edit Widget.

Manage your dashboards

The Dashboards page lists every dashboard with its name, a summary such as 5 KPIs and 4 charts, and when it was last updated. Select one to open it, or use the + tile to create another.

my.workived.com/reports/dashboards
The Dashboards page listing one dashboard with its widget summary and a tile to add another12
The list of dashboards.
  1. A dashboard: its name, how many KPIs and charts it has, and when it was last updated.
  2. Create another dashboard.
Tip

To delete a dashboard, hover over its card and select the X. You are asked to confirm first.

Quick answers

What data can I chart?

Tasks, attendance, leave and claims.

Do I have to use a template?

No. Choose Blank to start from scratch.

Does the preview save my dashboard?

No. The preview is read-only. Select Save Dashboard to keep it.

Can I rearrange widgets?

Yes. Drag a widget to move it. Layout changes are saved for you.

Need a hand?

Email my@workived.com and we will help you out.

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