Real-Time Project Data with Dashboard Analytics

Overview

How do I use the dashboard analytics to track project progress in CxPlanner?

The Analytics module in CxPlanner allows you to track checklist progress, quality assurance status, and test outcomes through a filterable grid view and visual dashboard charts, which is used for project health monitoring, progress reporting, and coordination meetings.

This guide covers accessing and using both views of the Analytics module - the Assets: Checklist grid and the Dashboards tab - including filtering, customizing grid columns, and saving filter presets. Requires project role Manager or Admin to access the module.

Only users with the project role Manager or Admin can access this module (if activated for the project).

A full video walkthrough is included below in Behavior and results.

When and why to use this

Use the Analytics module when you need to review checklist progress or produce a status report for a project team, client, or general contractor. The module offers two complementary views: the Assets: Checklist grid for detailed, line-level review, and the Dashboards tab for a high-level visual summary suited to progress meetings.

When this action is needed - during weekly project reviews, coordination meetings, or when a client requests a snapshot of checklist and QA completion status
What the system does - the grid lists individual checklists with filterable status data, while the Dashboards tab renders donut charts, timelines, and grouped breakdowns of that same underlying data
Limitations - the module must be enabled per project by a Manager or Admin before either view becomes visible in the sidebar

Steps to access dashboard analytics:

Go to the sidebar and click on Analytics. (If you don’t see it, the module may not be enabled for the project.)
Select the data area you want to explore (e.g., 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 multiple filters as needed; the grid updates immediately.
Review graphs and tables to understand 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 the Checklist timeline panel, 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 the Checklist assignments panel, use the grouping selector to switch between Category, Company, Responsible person, and User group.

Analytics overview

Behavior and results

The dashboard provides visual overviews of project areas like:

Task progress (e.g., completed this week)
QA statuses (e.g., failed checklists or pending approvals)
System-specific performance (e.g., ventilation test failures)

Filters allow custom reporting by:

Time range (e.g., yesterday, last 7 days)
System type
Category or responsible person

Each project must manually activate the Analytics module to make it accessible

Assets: Checklist grid

The default view lists all checklists in the project as 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 own session and do not affect other users' views.

Dashboards tab

Chart	Type	What it shows
Checklist approval progress	Donut chart	Split of 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 all checklists, broken down 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

The dashboard also surfaces system-specific performance data, such as ventilation test failures, and supports custom reporting by time range, system type, category, or responsible person.

Filter presets

Saved filter presets are not user-specific. Once saved via Save filter, a preset appears in the filter dropdown for every project user - not just the person who created it. Any user with access to the Analytics module can save a preset; there is no additional role restriction beyond module-level access.

Saved filter presets are visible to all project users, not just the person who created them.

Permission summary

Action	Required role
View Analytics module (both tabs)	Manager or Admin
Save a filter preset	Manager or Admin (same as module access - no additional restriction)
Edit grid columns	Manager or Admin (session-only, no additional restriction)

Video guide

Watch a full demonstration of the Analytics module here:

Troubleshooting

Problem	Cause	Solution
Can't see the Analytics menu	Module not activated for the project	Ask a Manager or Admin to enable it
No data appearing in results	Filters too narrow	Reset or broaden filters
Saved filter preset isn't visible to teammates	Preset wasn't saved successfully, or the page needs a refresh	Reapply the filters, click Save filter again, and confirm the preset appears in the dropdown before sharing
Dashboard charts don't reflect recent changes	Checklist updates haven't fully saved, or the page is cached	Refresh the Dashboards tab and confirm the underlying checklist change was saved first
Edit grid column selection resets	Column visibility is session-only and doesn't persist across logins	Reapply the desired columns via Edit grid each session
Assets fields filter is missing or empty	The project has no custom asset attributes configured	Ask a project Admin to confirm asset attribute setup

Quick facts

Requires: Project role Manager or Admin to access the module; no additional role is needed to save filter presets or customize grid columns beyond that
Location: Sidebar → Analytics → Assets: Checklist tab (grid) and Dashboards tab (charts)
Affects: Task and checklist visibility, QA tracking, reporting, and saved filter presets (visible to all project users)

Updated on: 07/08/2026

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