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Viewing Dashboards

When a User logs into EPASS Reports, they'll be able to view all the dashboards that they have been assigned to. All dashboards that a User can view are listed in the left navigation. To view a dashboard, expand the Dashboards section, and then click the dashboard name to load it.

Setting the Dashboard as the Default​

To set a dashboard as the default that is loaded when EPASS Reports starts, view the dashboard and then click the Default slider.

Interacting with Dashboard Widgets​

Each Widget on the dashboard will have a series of controls that can be used to better view and analyze data.

Select filter options and then click Save FilterSelect filter options and then click Save Filter

Data Filter ​

You can change the data that is displayed in the Widget by adjusting the Filter options. Select the new Filter options, and then click Apply Filter.

Tips
  • You can save your filter options if you have the Admin - Edit All Dashboards security option. See Managing Dashboard Security for more information.

  • Clicking Reset Filter reverts the filter to its previous saved state.

  • Clicking Update Filter refreshes the filter options. Use this to ensure that you have the most recent list of filter options.

Full Screen Mode ​

You can expand a widget to full screen by clicking the Full Screen Mode button. To exit Full Screen mode, press ESC.

Exporting ​

Clicking the Export button allows you to export the Widget data to an image (PNG), a PDF, or an Excel File. The PDF and Excel exports include the Widget chart, as well as the filters currently selected, and a breakdown of the data.

An example of the PDF and Excel export.

Some Widgets that display a large amount of data on the X-axis are equipped with navigation buttons. These button allow you to "page" forward and backwards through the data.

Top Results Filter ​

Some widgets that display a large amount of data on the X- or Y-axis are equipped with a Top Results Filter. This filter allows you to view the top 5, 8, 10, 25, or 50 results. You can also select All to include all data.

See Also​