Using the Dashboards

Dashboards allow you to monitor indicators for various types of Cority data. You can have an indicator appear multiple times, with differing criteria for each (for example, if you are monitoring different sites). There are two different dashboards available: the Advanced Dashboard and the “regular” Dashboard. Their differences and similarities are as follows:

 

Advanced Dashboard

Dashboard

Canned indicators specific to module records

No

Yes

Query Builder queries *

Data Cube metrics

Yes (does not support 100% stacked charts and some other chart-related properties)

Yes

User-related “gadgets”

       Assigned To Me

       Calendar View

       My Conversations

       My Favorite Reports

       My Favorites

       My Recently Reviewed Records

       My Shortcuts

       My Views

       Safety Culture Score

       My Items to sign

       My Incomplete Case To-do items

       Scheduler

       My Open Findings & Actions

“Indicator Cards” to compare Query Builder queries or Data Cube metrics benchmarks in a single indicator

Yes

No

Map indicator to view any data that has location coordinates plotted on a map

Yes

No

Web page indicator to embed an approved webpage

Yes

No

Text indicator to display free-form text content

Yes

No

Filter data by GDDLOFB or fields in a Query Builder indicator

Yes

No

Display

Unlimited indicators, can resize and move independently

Maximum nine indicators, can resize column width only

* If a Query Builder query set to display as a table uses the aggregation functionality, the table in the dashboard indicator will not have the drilldown functionality others do. This applies in both dashboard types.

A system setting defines the maximum number of rows of data an indicator will retrieve automatically. If the indicator is about to display more rows of data than this, you will receive a message and can choose whether you want to load that indicator or not. This limit does not apply to Number Only, Radial Gauge, and Circular indicator types.

You can set up multiple views of each type of dashboard.

For OH users: Cority provides an out-of-the-box advanced dashboard view that can be pinned to your Occupational Health menu; see Using the OH Home Dashboard.

Dashboard views may be scheduled for generation as a snapshot report; see Scheduling Reports.

An administrator can migrate dashboards from one environment to another; see Migrating Configurations.

Although the Advanced Dashboard can be viewed on mobile devices, Cority does not officially support this.
You may be prohibited from viewing or creating Dashboard views; contact your administrator for more information. An administrator may be granted permission to view, modify, or delete Dashboard views created by other users.
The indicators available to you and graph values are limited by your user access privileges, site security and case type security.

Using the Advanced Dashboard

Using the OH Home Dashboard

Using the “Regular” Dashboard