Dashboards Explained

Dashboards Explained

To view a list of your dashboards, select the Dashboards tab in the top left corner of the app. To get you started, a set of default dashboards have been prepared for you. From the View My Dashboards page you can:
  1. Open dashboards to view and to add and remove cards
  2. Edit (rename) dashboards
  3. Delete dashboards
  4. Create new dashboards 
  5. Create a dashboard schedule (to be emailed)
On exiting the app, the screen or dashboard that is displayed will be the first seen on next login. 
  1. People Engagement  dashboard highlights activity across a selection of people, whether it be direct reports, particular teams or members of a Microsoft Team. The dashboard helps managers to understand activity levels across the team, interaction and productivity. It includes the following cards: Collaboration Trends-Last Month, Collaboration Trends-This month, Collaboration Summary, Meeting Habits, Call Summary by People, Message Comparison, and Meeting Overview.
  2. Wellbeing  dashboard focuses on analytics that can be used to monitor staff behavior and habits, including trends to see how activity levels have changed over time. Highlighting change in behavior is critical to understanding wellbeing.
  3. One-to-One Engagement dashboard helps managers, department heads and team leaders to understand the one-to-one time and their engagement with direct reports. This dashboard includes the following cards One-to-One Trends, Direct Report Overview, One-to-One Overview, and Management Insights. 
  4. My Analytics  dashboard enables all individuals to see their own collaboration trends and interaction across the organization.
  5. External Engagement dashboard includes the following cards: Collaboration by People, Network Quality, and Call Summary by People.

Commonly Used Terms

Definitions of the most common terms used in Analytics 365 dashboard cards:
  1. Calls are always from a chat, contact or call tab.
  2. Meetings are always from a calendar or Team.
  3. We report on Calls, Meetings and Calls/Meetings (where stats on all types of calls and meeting are consolidated).
  4. Chat is always one-to-one or group, from a chat, contact, call or meeting.
  5. Posts are always from a Team channel.
  6. Mentions, replies and reactions can be from all messages.
  7. A Message as any type of text conversation, across both chat and posts.
  8. Late attendance is more than 3 minutes late.
  9. High/low attendance has a 50% threshold on expected attendees.
  10. Active/inactive is labelled based on activity within the selected reporting period.
  11. Collaboration time includes chat (average 5 secs).

Open, Edit (Rename) and Delete Dashboards

View Dashboards
To see your list of dashboards from from another page in the app, select the Dashboards tab in the top left hand side of the Analytics 365 App. 
Open a dashboard from the list of My Dashboards to view. When viewing a dashboard, it is easy to skip to a different dashboard using the dropdown in the top left below the main menu. Also, clicking on the the View My Dashboard button on the top right of the page, returns back to the My Dashboards page. 

Edit / Rename Dashboards
Click edit to rename a dashboard. Click Open to add, edit or delete cards within each dashboard. 
Dashboards, including Default Dashboards can be renamed.

Delete Dashboards
To delete a dashboard, go to the My Dashboard list and click Delete.
Once deleted, a Dashboard cannot be retrieved.

Create New Dashboards

To  create a new dashboard, click the New Dashboard button in the My Dashboard list of dashboards and enter a name for the dashboard. This name can be edited later in the My Dashboard view.
Once created, Dashboard Cards will be added to My Dashboards list.

Add Cards to New or Existing Dashboards & Apply Filters

To add cards to a new dashboard, open the dashboard. When opening a new dashboard, an information box will appear, asking you to add cards. Click on the Add Cards tab in the top right to open the list of available cards.

To add cards to an existing dashboard, open the dashboard and click on the plus icon in the top right hand corner to open a list of cards.

To choose a card to add, use the following options:
  1. Search for a specific card or cards using the search bar.
  2. Filter cards using three categories to identify specific needs. Clicking the category filters the list of cards which can be added in bulk using Quick Add. Choose from:
    1. Engagement profile (people, one-to-one, wellbeing, or external).
    2. Type of analysis  (summary, activity, trends, or comparison).
    3. Activity (meetings, calls, messages, collaboration, or teams & channels).
Once a selection has been filtered in the card view list using any of the options above, cards can be added individually using the Add button. Filtered or unfiltered lists of cards can be added in bulk using the Quick Add function. When adding in bulk, the filter to apply to all cards should be customized, then the option is presented to select all or specific cards in the selection prior to adding to the dashboard. When selecting cards using Quick Add, cards already in use will be highlighted. All selected cards will be saved. 
When cards are edited, or new cards are added (in bulk or individually), the dashboard will automatically scroll to the newly added/edited card.

Save (Card) As

On clicking save, the cards are added to the dashboard but the screen does not return to the dashboard until the Dashboard button is clicked. The Dashboard button returns the user back to the dashboard that is being created / edited. The My Dashboard button returns back to the My Dashboard list of all dashboards.

The filters for individual cards can be edited to restrict data as needed. Columns in tables can be sorted to display data in the way you need to view it.

Video: Build Your Own Dashboard

Share Dashboards & Cards

Individual dashboards & cards can be shared by:

  1. Copying the card or dashboard link using the icon in the top menu of each dashboard / card. Once copied, the link can be shared and pasted into a web browser. (This link is valid for 7 days).
  2. Downloading the card using the icon in the top menu of every card. All Dashboard Cards can be downloaded as a csv file. All cards except Collaboration Summary, Message Comparison and Collaboration Network cards can also be downloaded as a pdf.
  3. Using APIs to present the statistical data from published dashboard cards in another application, such as Power BI.

Partial or whole dashboards can also be shared by creating a Dashboard Schedule.

Create a Dashboard Schedule

To schedule a dashboard to be sent via email, click the Create New Schedule icon at the top right hand corner of the Dashboards page and fill out the following details:
  1. Enter a name for the schedule, and a subject for the email
  2. Enter the primary email address. An option to CC the Dashboard to a other addresses is provided. 
  3. Enter the Start Date and Start Time when you would like to the email to be sent
  4. Select the interval you would like the Dashboards to be sent from the drop down menu: daily, weekly, Monthly, or Yearly.
  5. Choose the cards that you would like to include in the scheduled dashboard. All the Cards that are included in the Dashboard will appear. Remove the cards you would like to exclude by clicking on the cross next to the card name. If you remove a card that you later decide to include, you can do so by editing the Dashboard Schedule.
Dashboards cannot be scheduled in demo mode.
View, Edit or Delete Dashboard Schedules

To view, edit or delete dashboard schedules, go to the Dashboard Schedule page in Settings and click the edit or delete icons in the Actions column. 

Video: Share Dashboards and Cards and Create Schedules



Demo Mode

Demo Mode enables users to explore cards and dashboards within the app using sample data. This feature can be useful for internal training, team training and for Analytics 365 resellers.

Demo mode can be enabled from the View My Dashboards page. When in Demo Mode, a banner will appear to say that the app is being explored using sample data. 

Once enabled, in the list of dashboards, default dashboards will appear containing demo data. In Demo mode, dashboards and cards can be added and deleted, however, they cannot be filtered or scheduled. In Demo Mode, settings can be viewed but not edited. 

Demo Mode can be disabled from any page. To re-enable Demo Mode, return to the View My Dashboards page.

Demo Mode is also available to users who do not have reporting access.

In Demo mode you can:
Use the demo to:
  1. Explore default dashboards and delete or add new cards
  2. Create your own dashboard
  3. See the list of cards available and view what each card can do
  4. View available filters 
  5. View how to schedule and share dashboards and cards
  6. View settings
Content is subject to change without noti­fication. E&OE.

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