Real-Time Project Data with Dashboard Analytics
Overview: dashboard analytics
The Analytics module lets you track checklist progress, quality assurance status, and test outcomes through a filterable grid and visual dashboard charts, which is used for project health monitoring, progress reporting, and coordination meetings.
- Your role must be Manager or Admin.
- You can find the menu at sidebar - Analytics.
- This changes which filters and presets you use for viewing. It does not change checklist data. Saved filter presets are visible to all project users.
The module must be enabled per project by a Manager or Admin before it appears in the sidebar.
How to use dashboard analytics
- Go to the sidebar and click Analytics. If you do not see it, the module may not be enabled for the project.
- Select the data area you want to explore (for example Assets, Tasks, QA, Test results).
- Apply filters from the filter bar: Name, Status, Category, Responsible person, Responsible company, Checklist Types, Asset Types, or Assets fields. Combine filters as needed; the grid updates immediately.
- Review graphs and tables for status and trends.
- After applying the filters you want, click Save filter and enter a name to save the combination as a preset.
- In the Dashboards tab, review the five chart panels: Checklist approval progress, Approval stats breakdown, Checklist line items stats, Checklist timeline, and Checklist assignments.
- On Checklist timeline, use the chart type selector to switch between Planned vs Actual, Planned vs Actual Accumulated, Line Items Approved Over Time, and Approved Checklists Over Time.
- On Checklist assignments, use the grouping selector to switch between Category, Company, Responsible person, and User group.
Results: Assets Checklist grid and Dashboards
The default Assets: Checklist view lists checklists in a filterable table. Columns include Name, Status, Category, Responsible person, Responsible company, Asset, and others available through Edit grid. Column visibility changes apply only to your session.
Chart | Type | What it shows |
|---|---|---|
Checklist approval progress | Donut chart | Approved, pending, and not-started checklists as a percentage of total |
Approval stats breakdown | Numerical summary | Count of checklists in each approval status |
Checklist line items stats | Summary table | Total line items across checklists, by approved, pending, and N/A |
Checklist timeline | Line or bar chart | Checklist progress over time, with four selectable chart types |
Checklist assignments | Grouped bar or table | Checklist status grouped by category, company, responsible person, or user group |
Action | Required role |
|---|---|
View Analytics module (both tabs) | Manager or Admin |
Save a filter preset | Manager or Admin |
Edit grid columns | Manager or Admin (session-only) |
Video guide: Analytics module
Troubleshooting: dashboard analytics
Problem | Cause | Solution |
|---|---|---|
Cannot see the Analytics menu | Module not activated for the project | Ask a Manager or Admin to enable Analytics in project modules |
No data appearing in results | Filters too narrow | Reset or broaden filters in the filter bar |
Saved filter preset not visible to teammates | Preset not saved, or page needs refresh | Reapply the filters, click Save filter again, and confirm the preset appears in the dropdown |
Dashboard charts do not reflect recent changes | Checklist updates not saved, or page cached | Confirm the checklist change was saved, then refresh the Dashboards tab |
Edit grid column selection resets | Column visibility is session-only | Reapply columns via Edit grid each session |
Assets fields filter missing or empty | Project has no custom asset attributes | Ask a project Admin to confirm asset attribute setup |
Updated on: 07/26/2026
Thank you!