Dashboards

Dashboards display the output from any report template that has been configured in the report template library and marked as a Dashboard. For example, you can choose report templates that summarise data in the database, or that show statistics on anomalies or risk.

You can view dashboards on the DASHBOARDS screen or on the Dashboards tab on the ASSETS screen (see Asset Dashboards).

When you log in NEXUS IC for the first time, you will be presented with the DASHBOARDS screen. On subsequent logins, NEXUS IC will open to the screen that was active when you logged out.

Note

If you make changes to data, the dashboard will not be refreshed to show those changes automatically. You’ll need to click the Refresh button.

Prerequisites

To make report templates available as dashboards, the following configurations must have been done:

A report template must exist under Configuration ‣ Reports and Dashboards ‣ Templates. For more information, see Configure Report Templates.

The report template must have been set as a dashboard in your configuration settings under Configuration ‣ Reports and Dashboards ‣ Templates. For more information, see Set a Report Template as a Dashboard.

Using the Dashboard

To choose which dashboard template is shown, click the Dashboard toolbar button, and select the required template from the drop-down list. Templates are grouped by the report categories as per your configuration settings (Configure Reports and Dashboards).

On the dashboard, you can perform various actions depending on the specific report element:

Charts

For charts (including risk charts), you can click on a data point to get a list of rows that make up that point, or a form showing the single row represented by that cell.

You can click a legend item to show or hide data related to that legend item in the chart. If you hover over a legend item, the chart shows only the related data.

Hovering over a chart element will show a tooltip with relevant information. This functionality is similar to that of charts on the Charts tab. Note that hover tooltips are not visible on the Risk Matrix or Tables report elements.

Tables

Tables have a blue ellipsis at the top right. You can view or edit the contents of a table row by double-clicking the row or selecting the row, clicking the blue ellipsis, and choosing Edit.

Pivot Tables

Pivot tables have a little blue ellipsis on each cell that contains a number. Clicking that ellipsis will show either a grid with a list of all the rows that make up the number in that cell, or a form showing the single row represented by that cell. If you have edit permission on the relevant table, you can make changes here and click OK to save them.