DASHBOARD - How to create reports

Access DASHBOARD

Viewing reports with cards is done through a web browser on a PC and from a mobile device at dash.signax.io. To access the user account dashboard, you will need a SIGNAX account with a DASHBOARD license.

Download the mobile application for iOS or Android devices: dm.signax.io

Login to DASHBOARD

Navigate to the user account, enter your email and password during registration, and click "Login".

Select the Company and open the Project from the list available to the user. For each project, brief information about its status is displayed, which is configured by the Project Administrator.

The user has access to the "Report" section, where published reports with cards for the selected date are displayed. Some cards can be opened, while others only show information in the preview. You can familiarize yourself with the purpose of all cards in the "Instructions".

DASHBOARD Admin

Access to the User Account

Creating and editing report cards is done at dash.signax.io in the "Management" section. To access the user account dashboard, you will need a SIGNAX account with a DASHBOARD license.

Adding users to projects and adjusting access rights to view specific projects is done using the SIGNAX HUB admin panel.

Logging into the user account is no different from the user's. In addition to the "Report" section, the Administrator has access to the "Management" and "Linking" sections for creating and configuring cards.

When opening a new project for the first time, you will be prompted to create a report - enter the report date and click "Save".

Adding Cards and Groups

Adding and editing cards is done in the "Management" section.

First, you need to create a group. With groups, you can divide cards into different construction sections, locations, etc., for easy navigation through the report.

To create a group, enter its name, for example, GENERAL DATA, and click "+".

Editing a group:

1. Rename the group
   
2. Hide/Show the group in the "Report" section
   
3. Delete the group
   
4. Move the group down
   
5. Move the group up

To create a card, click "+" inside the group.

In the opened window, select the card type from the list and enter the card name. Then click "Save". Each card is described in detail in the instructions.

Editing a card:

1. Rename the card
   
2. Hide/Show the card in the "Report" section
   
3. Delete the card
   

Creating a Report

Creating a report is done in the "Management" section.

To create the next report for a new week/month, select the existing report, based on which the new one will be created. Then expand the list of dates and click "New Report".

In the opened window, enter the date for the report and click "Save".

Publish reports

An unpublished report is not accessible for users to view. To make the report available to users, it needs to be published in the "Report" section. To do this, click "Publish Report". Previously published reports remain available to users in the "Report" section.

Updating Report Data

After creating a new report, it is necessary to update the data for the cards according to the current information about the object.

Data updates can be performed directly by editing the cards or by exporting the report to Excel or Google Sheets. After updating the information in Excel or Google Sheets, they can be imported back into the DASHBOARD service.

Linking Cards via Google Sheets

The DASHBOARD service offers the option to bind cards to a Google Sheet. This speeds up the process of adding/updating data in created cards. Linking in Google Sheets is done through named ranges.

1. First, create a Google Sheet. This can be done in two ways:

   
   

   Method 1:

   This method can be used to bind a small number of selected cards, for example, the most commonly used ones in the project.

   Simply create a new Google Sheet or a copy of the template and grant access to it. Cards will be copied there in the future.

    

   

   Method 2:

   This method can be used to bind the entire report.

   Download the entire report from the DASHBOARD service by clicking "Export to Excel".

   

   Import the Excel file into Google Sheets. To do this, in a new Google Sheet, click "File" ➤ "Import". In the opened window, switch to the "Upload" tab and upload the Excel file.

   

    

   To navigate the document more easily after importing it, you can rename the sheets in Google Sheets according to the names of the cards.

   

2. In the DASHBOARD service, go to the "Linking" section. Copy the link to the Google Sheet and paste it into the "Google Sheet Link" field. Then click "Link Report".

   

Note: When creating a new report, the link to the Google Sheet will be saved and transferred to the new report.

3. Populate the Google Sheet report with the necessary cards, placing them on the same sheet as in the template or on separate sheets. Click the to copy the card data to the clipboard. Paste the data into Google Sheets using Ctrl+V.

Note: When placing cards on the same sheet, arrange them horizontally and do not insert a new card on top of an existing one.

4. Now you need to create ranges for the cards, adhering to the rule: only one card can be included in one range.

Open Named Ranges by clicking "Data" ➤ "Named Ranges".

• If the cards are placed on the same sheet, select the range of columns that includes the card (for example, A, B, and C), enter the Range Name (for example, Plan_Actual), and click "Done". A range will be created from which the DASHBOARD service will pull the data for the cards. Repeat this process for the remaining cards.

Note: The range name can only contain letters, numbers, and underscores (_); it should not contain spaces or punctuation marks; it should not start with a number.

• If the cards are placed on separate sheets, select all cells on the sheet by clicking on the intersection of columns and rows (hotkey Ctrl+A). Enter the Range Name, for example, Plan_Actual, and click "Done".

5. After adding the necessary cards to the Google Sheet and creating the ranges, return to the DASHBOARD service.

Click the to "Refresh the list of ranges" to pull the created ranges from the Google Sheet. Then bind the ranges to the cards. To do this, on the card, expand the list of ranges and select the range corresponding to the selected card. After that, the card will change color to dark blue.

6. After selecting the ranges, you need to synchronize the cards with the Google Sheet to update their data. To do this, click  on the card itself to synchronize the data of one card, or above the link to the Google Sheet, to synchronize the entire report.