The Organization Dashboards page enables you to create Dashboards and Reports that give you an accumulated view of data from all your accounts within your Organization.
To get started, select your Organization Dashboards page.
Note: The Analytics page is still accessible.
Who can access Organization Dashboards and Reports?
Organization Dashboards can be Personal or Public, granting access to only yourself or other members of your team. For Public Organization Dashboards, only those with access to the Organization view will have access to Organization Dashboards.
Note: Account Managers and Staffers can view and create Dashboards within their individual accounts. You can find more information on this here: Dashboards Feature
Managing Dashboards
Creating a New Organization Dashboard
To create a new Organization dashboard, select the ACTIONS button under the name, and choose the 'New Dashboard' option.
Next, you will name your new Organization Dashboard and determine who will have access to it.
From here, you are now ready to create a report!
Filtering
You can filter your Organization Dashboard (and all of the reports within it) by:
Divisions
Sub-accounts within your Divisions
Date Range
When you've saved an Organization Dashboard, you can take the following actions:
Export your Data
Create a new Dashboard
Edit Title and Access Type
Duplicate
Delete (Only the Dashboard owner, Organization Manager/Owner can delete public dashboards)
Managing Reports
Creating a New Report
To create a new report, begin by using the NEW REPORT button on the Organization Dashboard Page.
Here you will have the option to customize the components of your report.
Visualization - The way you want the data to be displayed
Report Title
Visualization Type
Chart
Summary Chart
Data Table
Data - The information you want to see within the report
Interactions
Contacts
Houses
Follow-up requests
Report Preview
Filters
Divisions/Sub-accounts
Date Range
Style
Figure Font Size
Label Font Size
Color
Legend Visibility & Position
Label Figures
Once the report is created within a dashboard, you can take the following actions:
Edit
Duplicate
Present
Download
Delete
Resize
Reposition
You can use the drag-and-drop editor to customize the layout of your dashboard of reports.
Exporting Data
When you would like to export all of your data:
Select Export
Select any Survey related data you'd to export
Select the required date range (leave blank for all time)
Once your file is ready it can be found in the Documents section of the dashboard
Please note Analytics on the Organization level will update every 24 hours, While on an Account Level, the updates are in real-time.
You can learn more about Dashboards here.
If you have any questions, please reach out to us via the chat, or contact support@ecanvasser.com