Monthly Dashboard

The monthly dashboard shows Incident statistics grouped by month. It presents tables of statistics over time and shows charts allowing for easy identification of trend.

There are 3 tiles:

- Monthly Statistics

- Monthly Chart

- Notes

Monthly Statistics

The Monthly Statistics tile displays the number of incidents logged per month for up to 12 complete months.

Open at start - shows the number of incidents that have a Created On date and not a Closed On date earlier than the month being viewed

New - shows the number of Incidents with a Created On date within the month being viewed

Verified - shows the number of Incidents with a Verified On date within the month being viewed

Closed - shows the number incidents with a Closed On date within the month being viewed

Open at end - shows the total number of Incidents with a Created On date and before the month being viewed and no Closed On date or a Closed On date after the month being viewed

Totals and Averages are also displayed in the columns.

You are also able to change the content of the view of the table by selecting the View dropdown, which is highlighted in a red box. The view dropdown will display the following options :

- Expected Loss (£)

- Financial Impact

- Est. Number of Customers affected

- Expected loss of hours

- Amount originally at risk

When of the above options are selected, the Monthly statistics tile will display 1 row.

Monthly Chart

By default, the charting section will show a line graph showing number of incidents on the y axis and months on the x axis. You can add further lines by ticking on the boxes at the bottom of the graph.

Notes

This tile is only available for BA&RG or Incident Administrators to leave notes. The text editor used will be standard throughout the system. It will not be possible to save the text

Filter

Individual Tiles will have the ability to have filters set against them to tailor content they provide to the end user. Filters can be accessed by clicking on the following icon :

Filters will be available for all Tiles within the Dashboards section. Tiles will be set to show information for specific types of records – Incidents for example. The filters presented will also respect the settings, therefore only Incident Filters will appear for Tiles that show Incident related information.

Click on the filter icon and the following will appear :

Please Note : Global Save button can only be seen by the Incident Administrator role. The Global Save allows you to save the search and let all users see your search.

Click on the drop down and the following fields will appear, that a user can filter by :

You can add multiple filters by using And/Or.

Click on Add rule to select multiple filters, or you can select Add group
For each filter, advanced options will be presented (equals, does not equal, Includes, Missing). The default will be – Equals
You are able to Delete any time by clicking on the delete icon.
To run the results, click on Apply button.