Configuring Siteimprove Dashboards and Dashboard reports

Modified on: Fri, 4 Feb, 2022 at 11:23 AM

The Siteimprove Intelligence Platform (SIP) provides both system and customizable dashboards.

Dashboards allow you to easily monitor the data that is most important to you. You can easily email a Dashboard report or schedule the report to be sent regularly to your colleagues. 

This article covers: 

Gif showing a dashboard being created by exporting a component, then scheduling a report as described in this article

Pre-configured system dashboards

The following pre-configured system dashboards are available to use:

  • DCI Score Dashboard: DCI® Scores across modules (e.g. QA, Accessibility, SEO).
  • Management Dashboard: A top-level view of the state of your websites.
  • Editor Dashboard (QA): Quality metrics of interest to website editors.
  • Editor Dashboard (Accessibility): Accessibility metrics of interest to website editors.
  • Digital Marketing Reporting Dashboard: Provides a comparable overview of key data from SEO, Analytics, and Ads.

Configuring Siteimprove Dashboards

Creating custom dashboards

Administrators and account owners can create custom dashboards from the components throughout the platform that can be added as dashboard widgets.

Check out the interactive tutorial "How to create your own dashboard".

  1. Click on "Dashboard" above the main left-hand menu. 
  2. Select the "New dashboard" button on the dashboard page.
  3. Give the dashboard a name and select the access preferred:
    • Shared - everyone on the account can see it.
    • Only me - only the user creating it can see it.
  4. Once you add a custom dashboard click on "Add widget" to add the required components. 

There are no limits to the number of widgets you can add to a dashboard or the number of dashboards you can have on the account.

Adding widgets via the components in the modules.

It is also possible to add a widget to a custom dashboard from the components throughout the modules. 

Note: Only components with the export option “Add widget to dashboard” can be exported as a dashboard widget. See the article "What widgets can I have on my dashboard?" for a list of dashboard ready widgets.

To add a widget to a dashboard

  1. Navigate to the component you’d like to add (e.g. a table, graph, etc.)
  2. Select the ellipsis symbol “...” to the top right of the component.
  3. “Add widget to dashboard”.
  4. Select the Dashboard and configure the widget as required. Configuration options are shown on the left pane when adding a widget. The preview is shown on the right pane. Any changes made within the preview (e.g. selecting a tab) will be displayed in the dashboard report.  

Widgets can be moved around the dashboard by dragging the title bar. It is also possible to edit the width of the dashboard widgets.

To edit, copy or remove a widget, use the edit options in the top right corner.Edit widget option on dashboard

Sharing Dashboard reports and report templates

Once dashboard reports have been created, you can share them via email and/or schedule reports to be sent on a regular basis. If you selected shared when creating the report, others on your account can select that dashboard from the dashboard list.

Dashboards templates can be shared across sites, groups, and accounts. Account or site-specific dashboard widgets may need to be reconfigured when re-using a dashboard template on another site or account. See articles, "What does it mean to share a dashboard template?" and "Dashboard Template library". 

Custom layout and text widgets

You can also customize and personalize your dashboard further with text, headings, images, and divider widgets.

Add these widgets using the buttons along the top of the dashboard or using the "Add widget" option.

  • Header: Add h1, h2, or h3 header to improve the readability of your dashboard.
  • Text: Add a text box with formatting, links, etc. Tip: This is a good way to explain the report to your users and the actions they should take.
  • Image: Add an image, for example, a company logo.
  • Divider: A dividing line can improve the layout.

text_headings_images__and_dividers_widgets_buttons_on_a_custome_dashboard

Can I resize the dashboard widgets?

Yes, you can resize most widget when adding the widget or via the edit option. Size options include: 25%, 50%, 75%, or the full width of a dashboard.

Dashboard Reports

How do I send a dashboard report?

You can easily send/email a dashboard report as described here, but in many cases it may be better to schedule a regular report as described later in this article. 

  1. Click on the "Reports" dropdown at the top of the dashboard. 
  2. Select "Send report".
  3. Enter the email addresses of recipients.
  4. Enter a message for the email recipients. Tip: This can be a useful reminder of why they are receiving the report and any actions they should take.
  5. Click on "Email Report".

Note: When sending a dashboard report it will look like the dashboard was when last saved during dashboard configuration. Any in-widget changes (e.g., filters, tabs, metrics) made while viewing a dashboard will not be applied to the email report. If you want to change a setting on dashboard report you need to edit the dashboard itself using the “Edit widget” option.

dashboard_reports page showing the reports dropdown

How do I schedule a dashboard report?

  1. Click on the "Reports" dropdown at the top of the dashboard. 
  2. Select “Schedule Report”.
  3. Configure the report including, email addresses of recipients (see below), report frequency and a message if required.
    Schedule Report details page
  4. You can preview the report using the “Preview Report”
  5. When complete click on “Schedule Report”.

How do I add/edit recipients on a dashboard report schedule?

When editing or scheduling a report click on "Add recipients" (or "Edit recipients") and you will be presented with three options: Defining a rule, Selecting individuals, and Adding external users.

These options make it possible to schedule reports for multiple recipients easily and quickly.

Defining a rule

The Rules section lets you select criteria to decide the users to receive reports. Criteria sets include user role, users with group access, tag, etc.

Useful Tip: Scheduling reports based on rules mean that as your company grows new users can automatically be added as report recipients for the relevant report based on their role, group access, site access, or tag. See also related article “How to apply Tags to Sites and Users”.

Defining a rule options when adding report recipients

Selecting individuals

In the Specific user section, you can select recipients from a list of users on your account. You can filter on site and group access for the selected schedule, user roles, tags, or search for a specific user.

Selecting individuals tab when adding report recipients

Adding external users

The externals users section provides a text field where you can copy/paste email addresses of recipients. You can add the email addresses of external users, that is, users who are not users on the Siteimprove account. This could be, for example,  partners, agencies or top level managers.

Adding external users tab when adding report recipients

How do I edit a schedule on a dashboard report?

  1. Click on the "Reports" dropdown at the top of the dashboard.
  2. Select “Manage scheduled reports”.
  3. Click on the "Edit scheduled report" icon to the right of the report you want to edit. You can also delete the schedule using the delete icon.
  4. Edit the report's recipients, frequency, and message as required.
  5. When complete click on “Save Report Schedule”.

How do I customize my email template

You can customize report emails so they have the look and feel of your company. 

  1. Click on the "Reports" dropdown at the top of the dashboard.
  2. Select "Email templates".
  3. Select the "New email template" button. New_email_template
  4. In the custom email template, you can:
    • Edit email sender details
    • Add your organizations logo
    • Change the colors
    • Add your own text links.
  5. Click on the "Save template" button.

See also "Why is my dashboard widget not showing any data?"

Related blog post

How to create a dashboard for your COVID-19 web pages

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