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Getting Started with Analytics and Dashboard Builder

This guide explains what Analytics & Reporting and the Dashboard Builder are, the difference between standard and custom dashboards, who can access them, and where to go next.

What it is

Analytics & Reporting is the reporting area of Vatix Workspace. You can view your data in dashboards, instead of reading individual records or copying figures into spreadsheets.

A dashboard is a single page made up of widgets, and each widget is a chart, table, or number tied to one of your modules. For example, a widget might show Events by type over the last quarter, overdue Actions by Site, or Audit completion rates by team.

The Dashboard Builder is the drag-and-drop tool you use to create and arrange those widgets. You choose the data source, the chart type, and the filters, then position each widget on the page.

Standard vs custom dashboards

There are two kinds of dashboard:

Standard dashboards are built and maintained by Vatix and provided by default for the products you use. You can view them without building anything.

Custom dashboards are ones your own team builds in the Dashboard Builder, tailored to how you report, for example board reports, site-level breakdowns, or views for specific event types.

The access, licence, and pricing differences between the two are covered below.

How building a dashboard works

At a high level, building a dashboard follows four steps:

  1. Create a new dashboard, or open an existing one.
  2. Add a widget and choose its data source, such as Events or Audits & Inspections.
  3. Pick a chart type, then select the fields you want to measure and group by.
  4. Apply filters and a date range, then save.

You can add as many widgets as you need and rearrange them by dragging. Filters can be set per widget or across the whole dashboard, and date ranges can follow a fixed period or your organisation's financial year. Charts are built from the datasets in your account, which come from your organisation's fields in Object Manager.

Tip: Set a dashboard-wide date range that matches your reporting cycle, such as your April to March financial year, so every widget reports on the same period without editing them one by one.

Access, licences and pricing

There are two separate things to consider: viewing dashboards, and building or editing them.

Viewing dashboards

Access to the Analytics & Reporting area and to specific dashboards is enabled by Vatix per organisation and per role, so it isn't something you turn on yourself. If you or a colleague can't see a dashboard you expect to, contact your Vatix account manager or Vatix support at support@vatix.com.

Building and editing dashboards

Creating or editing dashboards and charts is a paid, per-user add-on that requires a Dashboard Builder licence assigned to a named user. Without a licence you can still open a dashboard and use any interactive filters on it, but you can't edit charts or change locked filters.

Note: For exact pricing, to add a Dashboard Builder licence, or to check what your plan includes, contact your Vatix account manager or Vatix support at support@vatix.com.

Where to go next