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Metrics Tracking

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Written by Sara Nothdurft

Dashboard

The Dashboard contains metrics of reports displayed visually through various charts and graphs. It provides an overview of platform activity and case management, giving admins insight on average progress.

  1. Select your Channel: On the left-hand sidebar of the Confide platform, click on the drop down list beneath Workflows.
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  2. Access Dashboard: On the left-hand sidebar of the Confide platform, scroll to the second tab Dashboard.
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  3. Select Timeframe (Optional): By default the Dashboard displays data on the current day. To create a range, click on the 'Select Date' field, then click the desired start date and end date.
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  4. Adjust Filters (Optional): Information on each chart can be customized by clicking through the corresponding dropdown lists.
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  5. Download Charts (Optional): Click on the download icon at the upper right corner of each chart to download a jpg of the corresponding dashboard chart.
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Analytics

While our dashboard provides key metrics, you may need to track and report on specific data points unique to your organization. Confide's self-service analytics empowers you to create custom reports using any data captured within your reports.

Creating Custom Reports


Even if your requested data point isn't immediately added to the dashboard, you can still generate custom reports with ease.

  1. Select your Channel: On the left-hand sidebar of the Confide platform, click on the drop down list beneath Workflows.
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  2. Access Self-Service Reporting: On the left-hand sidebar of the Confide platform, scroll to the third tab Analytics.
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  3. Initiate a New Report: Click "+ New Report" at the top right corner
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  4. Name Report: Type in the name of your report request in the text box at the upper left.
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  5. Customize Data Points: Choose the specific data points you want to include in your report by clicking the checkboxes on the left.
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  6. Apply Filters (Optional): Refine your report by adding filters to narrow down the data. For example, you could filter by date range, department, or severity level. The query will run instantly as you apply filters, providing real-time results.
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  7. Separate Entities (Optional). For better arrangement of information, you can make it so that entities are placed on individual rows.
    - Scroll down Filtering Fields and click the dropdown next to Entities at the bottom.
    - Toggle "Expand Entities as Individual Rows."
    - Ensure that at least one entity field was selected as a data point prior.
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  8. Run Query: Click 'Run Query' for the system to pull up your intended data and show a mock up of the report table.
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  9. Customize Layout (Optional):
    - Move columns by clicking and dragging the ":::" symbol beside the column name.


    - Shorten lengthy data point names by double clicking them in the leftmost column and renaming them.


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  10. Save Report (Optional): Once you've generated your report, you can save the report within Confide for future access and reference by clicking 'Save Report' at the upper right.
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  11. Export Report: Click Export Report and the platform will generate a report.
    - This may take longer depending on how many data points show lock icons, referring to sensitive information to be de-encrypted.
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