Welcome to the Reporting Dashboards 2.0 Exploration Guide!
This latest release allows you to filter, summarize, and transform data sets. In this how to guide, we’ll explore the new reporting dashboard tools and highlight ways to get key insights about your business. We will continue to update you as we add additional views, dashboards, and insights over time - bookmark this page for easy access.
Watch our recent reporting walk through and product webinar to explore tips and tricks on how to use the new reporting options. You can also follow along by downloading our Reporting Actions Guide.
To learn more about each of the data sets and dashboards, please explore our Help Center articles below:
Quick navigation tips:
- Hover state: Hover over data points to see the specific data value or hover over visualizations to reveal the More Options (...) menu.
- When hovering on a visualization you’ll see the More Options (...) menu. Click Maximize Element to explore the underlying data or click the three dots to view export options.
Save As button: At the bottom right corner near the embedded workbook tabs, you’ll notice a red Save As button. This can be used to create customized views for easy access.
- For example, if you commonly use specific filters, you can use this feature to create unique dashboard views for your account. When initially loading the page, you’ll always see the default Sawyer view, but you will be able to access any saved views by clicking on the file folder icon found in the bottom left corner of the embedded workbook tabs under My Documents. To learn more about Saving & Accessing Custom Views, click here.
- Scrolling behavior: When your mouse is hovering over a data table on a workbook page, you will have the ability to scroll directly within the table. To return to scrolling on the main workbook page, simply move your cursor off of the table.
As you explore the available dashboards and workbooks, we encourage you to use the pre-set filtering options provided to help you gather the information you need. These are designed to give our most commonly used reports a little boost. Plus, we’ve modeled these after many of the questions we’ve received from providers!
You can also use the available toolbar filters within the reporting workbooks to further customize your views and have more control over what you’d like to see.
The workbook toolbar, located directly under the workbook header, gives you quick access to select actions, formatting options, and the formula bar. The toolbar content changes depending on the element you have selected, and undo, redo, and page theming functions are always displayed.
Supported filter options:
- A filter’s type dictates the values that will be accepted by the filter and the format in which those values are accepted. For example, a list filter provides a list of data values for users to choose from, while a range filter displays minimum and/or maximum values.
- Date filters: Only values within the specified date range are included in your data.
- Include/exclude: Multi-select options for a list of selectable values.
- Text match: Search for full and partial matches between the input text and the data’s values. A list of formulas to match on (such as Contains, Starts With, Ends With, Like), in addition to their value excluding counter parts (such as Does Not Contain, Does Not Start With, Does Not End With, and Not Like).
- Boolean: Filters on True/False/Null options.
- Range (Min-max): Filter a range of data defined by Min/Max numeric input boxes
- Top N: the top number (N) of rows, based on the filter criteria. Ranks and limits data in the column based on your specifications. This is useful when you want to see the top values in a sorted list, instead of the whole list.
- Editing filters: Hover over a dashboard visualization and click the filter button in its inline toolbar. From here you can use the tool to modify or view existing filters. You’ll see a number next to the filter button which indicates how many filters are applied.
- Adding/removing additional filters: While exploring a filter, you can click the Plus (+) or Minus (-) option to add additional filtering conditions.
- For example, you can pick an activity instance date range and a filter for location and instructor name.
- Disabling filters: Simply click into the applicable filter to disable or click the More Options (...) menu to delete filters.
- When using the dropdown filter options at the top of an individual workbook tab, you can remove all selected filters by hovering over the filter menu and clicking the x.
- Sort by: This action can be found by clicking the More Options (...) menu and selecting Sort. For specific data sets, you’ll see the option to sort the data with one of the predefined options or create your own custom sort option by clicking on Custom Sort.
To learn more about additional ways to transform your data using our new analytics tools, click here.
Understanding underlying data:
If you’re ever curious about what data is being displayed in any of the visualizations, we encourage you to explore the underlying data. There are several ways to do this using our new reporting tools. Think of the underlying data as a layer below charts and graphs. This layer powers the visualization and exists as a data table that you can further drill into.
- Data elements are elements built directly from a data source. They include tables, pivot tables, and dashboard visualizations. When viewing workbooks, all data elements are minimized by default.
- You can maximize any data element to focus on its details and explore the underlying data. If you hover over a dashboard, you’ll see the More Options (...) menu. Click Maximize Element to explore.
- When a visualization or pivot table element is maximized, it expands to the full width of the page and displays the underlying data table below.
- Once the underlying data is displayed below the chart, you can choose to explore the columns as you would the other data tables and workbooks. This allows you to add filters or further transform the data.
- You can also right click into an individual element of a visualization (e.g. one data point of a graph or a specific month of data) to explore additional menu options including Show Underlying Data
- To export the underlying data of an element, hover over visualizations to reveal the More Options (...) menu.
- Click export to reveal export options from the menu.
- Click Export Underlying Data. You can choose to export a CSV or Excel file.
- Once your file download is ready, it will directly download to your device.
- You can also export by right clicking a visualization and selecting Export Underlying Data.
- Hiding underlying data: If you are done exploring the underlying data and wish to hide it, you can find the Hide option in the workbook toolbar. You can also Minimize the Element to return to the main dashboard screen.
- Saving views: If you have created a custom filtered view of your dashboards and would like to return to this view in the future, make sure to click the red Save As button to title and save this workbook in My Documents.
- You can save as many unique views as you’d like or edit and remove your previously saved views.
- Remember, to return to the default views, simply refresh the page.
- To learn more about Saving & Accessing Custom Views, click here.
As you become more familiar with the new reporting functionality, we’d love to hear from you! Let us know how you’re using the tools and what your favorite options, views, and reports are. Share with us on our Sawyer provider Facebook group or by emailing our support team at firstname.lastname@example.org.