Dashboards are highly customized, interactive reports designed to make data more accessible and visually meaningful for members of your organization. These dashboards can be built either by a Fusion Sport consultant, or by people in your organization who have permission to set them up. Dashboards can be designed for different types of Smartabase users, including coaches, athletes and anyone else who interacts with Smartabase. They can display data from any number of event forms that exist in the site to give people quick and easy access to all of the most relevant information to them.
If you have access to any dashboards, you'll be able to locate them under the dashboards tool from your home screen. This may be accessible in the navigation bar and/or as a button on your front page. You may also be able to view dashboards on your Smartabase home page, depending on what permissions and settings are assigned to your account.
Your site may also have some older D3 (data driven documents) dashboard templates developed by Fusion Sport's web development team. On the dashboards page, these templates appear under custom headings and are separate to dashboards created with the dashboard builder. D3 dashboards are unique reports, depend on very specific datasets and are not a tool that can be modified by Smartabase users (or builders).
Interacting with a dashboard
Once you’ve opened a dashboard, there are several ways you can interact with it. These interactive features will enable you to narrow down the data you’re looking at, as well as find further information than what’s visible on the dashboard itself.
Canvases: a dashboard can contain one or more canvases, which act like different pages. If more than one canvas is available, you will be able to navigate between them by clicking on the headings at the top of the dashboard.
Sections: sections are used to separate the information within a canvas. A section can be collapsed or expanded by clicking on its header bar, which can be useful when viewing a dashboard with several sections.
Filter widgets: most dashboards will have one or more filters included, normally at the top of a canvas or section. Filters can be used to specify exactly which data is displayed on the dashboard, related to the date or details of the records available. Date picker filters allow you to select dates, often set up in pairs allowing you to choose a start and end date (or date range) for your dashboard. Select box filters are used to group data with a similar result for specific fields. You may be able to filter the dashboard by an athlete, sport, year, season round, status or any other field.
Data widgets: several types of widgets can be used to display data in a dashboard. These include tiles, tables and several types of charts, and each widget will be set up to visualize data in the most appropriate way to communicate the necessary information. When hovering over a data series on a chart widget, you may be able to see a tooltip. Some charts may also have a zoom and/or sub chart feature, which allow you to zero in on a smaller portion of the whole data set.
Record cards: if enabled, clicking on a widget will bring up additional information about its source data. If data from multiple records is populating that widget, you will first see a list of all of those records, from which you can choose an individual record to display its record card.
Record click-through: from a record card, you may also be able to click through to the record itself. This can be a valuable tool for getting more context on top of what’s available in the dashboard. If you click through to a record, saving will return you to the dashboard, which will display updated information based on any changes you made in the record.
Dashboard management options
Printing: in the top right-hand corner of all dashboards, you will find a button to print the dashboard (or you can simply use the print command from your keyboard). When printing, you can choose the orientation, paper size and whether you want to print all canvases, or just the one you’re currently viewing. You can then choose further settings in your browser’s print dialog box. Key browser settings can include whether you want to print or create a PDF copy, as well as enabling background graphics for the printout (which will ensure all colors used on the dashboard are the same as the printout).
Refresh dashboard: use the refresh button to reload the dashboard. This will only refresh the dashboard frame, so is much quicker and easier than refreshing the entire site. When you refresh, any changes or new data added since the initial load will be reflected in the dashboard.
Dashboard information: here you can view a list of all the data sources (or event forms) that are being referenced in the dashboard, as well as whether it has been enabled for mobile. If the creator has added a general description of the dashboard, you will also see it here. At the bottom of the pop-up, you will see the version number for the dashboard builder.