Welcome to your guide on managing and setting up dashboards in your Cemplicity portal. This article will cover how to navigate your dashboards, configure their settings & widget placement and use.
Before beginning this article we would highly recommend you have a look through this article which highlights the different widgets available for your dashboard.
Content
Watch the video to learn how to access and change dashboard settings. For written steps, keep scrolling.
Enabling Dashboard Configuration
To access this feature, it must be enabled for your role. You cannot grant these permissions within user management, so please contact your account manager or support team if you would like access.
Accessing Dashboards
The top row of your portal displays both :
Published dashboards appear only as their title
Draft dashboards are indicated by a pen and paper icon.
Configuring Dashboards
Press the "Configuration" button in the upper left corner. This opens a list of your active and draft dashboards.
In this view, you can access the settings of your different dashboards and change their placement by dragging and dropping them.
These movements will affect their position in the left-hand side navigation.
Note that the top bar is only visible to users with dashboard configuration access. All other users will see dashboards in the left-side menu.
Dashboard Settings: To change the settings on a published dashboard, press on its name to reveal a dropdown menu.
To create a new dashboard click "Create New Dashboard" found on the right side
Dashboard Options
Name | Choose a name that accurately describes the dashboard. |
Published | Toggle this on when you have finished adding widgets. This will allow all users to see the dashboard. Keeping it in draft mode will make it only visible to users with dashboard configuration. |
Selector | Functions as a single filter on the dashboard, allowing you to drill down into the data for a specific cohort, such as a department or hospital. |
Navigation Heading | Determines where your dashboard will be accessible in the side navigation menu. |
Roles | Define who within your portal has access to the dashboard. |
URL Suffix | This is the name of the dashboard in the URL. |
Once finished press "Create", a green pop-up will confirm that the dashboard has been successfully created.
Following creation of your new dashboard you can now get started on placing widgets .
Widget Configuration
To start adding widgets to your newly created dashboard, scroll and locate it on the top navigation bar
Learn how to create a new widget with our video tutorial. Written instructions are also available below.
Adding, Moving and Deleting Widgets
Click the gear icon on a dashboard to reveal a blank grid and widget options.
Moving Widgets: Drag and drop widgets from the list on the left-hand side onto the grid to add them.
Resizing Widgets: Click and hold the bottom right button to resize - be aware all widgets have a minimum and maximum size.
Use the plus and delete rows function to create extra space on your dashboards and reconfigure widget placement, like below.
If you are not familiar with the different widgets available, before proceeding read this article here:
Accessing Widget Settings
You have 2 x options to access widget settings
Click the blue "configure" button
Click the three dots found in the right top corner
Configuring a "Basic Gauge" widget.
The below examples looks through a Basic Gauge widget configuration, widgets may present data in different ways however all follow a similar configuration setting.
All questions marked by an asterisk* must be answered for a widget to display data
Titles & Dates
Title | Choose a concise title that reflects the data being measured |
Dates | Select the date range you want to see data for. |
Current Date | This is a rolling date showing data up to the present day e.g. selecting Monthly and Current Date on July 10th, will show data from June 11th to July 10th |
Full Period | This shows data for the complete listed period before the current date. If you select this on July 10th you'll see data for the last complete month of June. |
Date Source & Questions
Data Source | Choose the specific data point you would like to track |
Show Result as: | Scores: display results between 0-10 with one decimal place. Percentages: display results from 0-100%. |
Minimum Responses | Set the minimum number of respondents needed for data to be displayed (this helps ensure reliable results) |
Questions:
Question Groups: | This displays the average score for a group of related questions. This is set by Cemplicity team - reach out to your Account Manager if you would like a new grouping. |
Single Question: | The average score for a single question. |
Widget Filters & Links
Widget Filters | Filter data by a specific group, such as ward, clinician, or location, as good practice you should reflect this in your title to avoid misinterpretation of results |
Links | Add a link to the chart that is hosting the data within your portal |
Once you have filled in all required areas (marked with a *) click "Save" and your newly created widget will display with your data:
Congrats, you have completed your first widget configuration! We have a range of widgets available to display your data in many different forms - if you are needing further guidance do not hesitate to reach out to your Account Manager or the Customer Success Team.
Haven't found a widget that fits your needs? Contact your account manager, we are always seeking new ways to improve your dashboards.
Further Resources:
Dashboard Widgets (for PREMs programs)