Operational Dashboard

Using the Operational Dashboard, you can configure a dashboard to show how an event and a set of tasks are progressing towards completion. You set the criteria, including event, time constraints, labels, and status indicators (colors).

For example, you may have a service level agreement with a third-party company to send out offer letters within 24 hours after an event is launched. You can set up the Operational Dashboard to track this.

Key info

• Click Configure Data to set criteria that builds the dashboard.
• You must be on a team with the Report - Configure Operational Dashboard privilege to configure this report.
• You must be on a team selected during configuration to view the report.
• Click a bar to drill down to display all the events that make up that bar.
• When viewing the drill-down data, clicking an employee name links to the Event Summary (with Task List) and the event coordinator name links to their dashboard so you can review that user's workload.

Report results

Results vary based on how you configured the dashboard.

Good to know

• Black bar means critical (time remaining is overdue).
• Red and yellow bars mean whatever you defined them as.
• Green bar means the start action has occurred, the met action has not occurred, and the red and yellow configured time frames do not apply yet.

Configure an Operational Dashboard Report

1. From the navigation bar, click Reporting & Analytics > Operational Dashboard.
2. Click Configure Dashboard. The Operational Dashboard Configuration page opens.
3. Click Add Criteria.
4. Create a label for the report. Your label might describe what you are tracking, like offer letters, transfers, onboarding, and so on.
5. Select an event to track and who can view the report.
6. From the Start list, select whether an event or task action starts the clock and is added to the report.
7. From the Met list, select whether an event or task action stops the clock and is removed from the report.
8. Select time constraints:
   1. Select the time interval for when the event will appear in the yellow bar of the report.
   2. Select the time interval for when the event will appear in the red bar of the report.
9. Click Save.

View an Operational Dashboard Report

1. From the navigation bar, click Reporting & Analytics > Operational Dashboard. The Operational Dashboard opens and displays results.
2. Click a bar graph to view details. The Operational Dashboard Detail page opens and displays employee name, event name, criteria, due date, and event coordinator name.
3. (Optional) Click an employee name or coordinator name to drill down to a task list.

Edit an Operational Dashboard Report configuration

1. From the navigation bar, click Reporting & Analytics > Operational Dashboard.
2. Click Configure Dashboard. The Operational Dashboard Configuration page opens.
3. In the Configurations list, click Edit beside a configuration. The Operational Dashboard Configuration page opens.
4. Make changes.
5. Click Save.

Download an Operational Dashboard Detail Report

1. From the navigation bar, click Reporting & Analytics > Operational Dashboard. The Operational Dashboard opens and displays results.
2. Click a bar graph to view details. The Operational Dashboard Detail page opens and displays employee name, event name, criteria, due date, and event coordinator name.
3. Click Download and select an output file format:
   • XML: Results are generated in an xml file available to view or save.
   • Excel: Results are generated and Microsoft Excel is launched to open or save.