Compass - Nimbly Documentation

Admin Dashboard

9 min read

📊 Nimbly Admin Dashboard: Your Command Center for Usage & Activity

This central hub provides administrators with vital insights into system usage, user engagement, site management, and reporting. It synthesizes key system usage, user activity, and site management data, presenting it through digestible summary cards and interactive charts. This allows admins to monitor platform adoption, track user engagement, assess site operational status, and identify overarching activity trends. Beyond visualization, the dashboard facilitates data management by providing convenient download options for detailed usage reports.

💻 Platform Compatibility

The Admin Dashboard is primarily accessible via:

  • Web: Full functionality is available through the Nimbly web application (e.g., accessed at admin.hellonimbly.com/analytics/admin-dashboard).

🔑 Access & [Permissions](../Settings/Access control/Access Control.md) roles).

  • System-Wide Data: The dashboard typically provides access to aggregated data across the entire organization or tenant, offering a holistic view of platform activity.

✨ Key Capabilities: Monitor & Manage Your Nimbly Ecosystem

The Admin Dashboard is packed with functionalities to provide a complete picture of your platform’s operational status:

A. Executive Summary Metrics (Left Sidebar) 📈

  • Total Active Users: Displays the current count of active users within your Nimbly instance (e.g., 151 active out of your total licensed users).
  • Average Logins: Shows the calculated average number of logins per day across your platform (e.g., 27).
  • Total Active Sites: Indicates the number of currently active sites out of your total configured sites (e.g., 22 active out of 19 total sites – Note: The interpretation of “19 total sites” might refer to site types or configurations; further clarification on this specific count display may be beneficial).
  • Storage: Monitors your current data storage consumption against your total allocated storage (e.g., 0.00 GB used of 50 GB available).

B. User Management Insights 👤

  • Users Created Vs. Updated Chart: A compelling bar chart visualizing the monthly trend of new users created versus existing users updated over a selected period.
  • Users Status Distribution Chart: An interactive donut chart illustrating the proportional breakdown of users by their current status (e.g., Active: 151, Inactive: 0, New Account: 2). Segments are clickable for potential interaction or highlighting.

C. Site Management Insights 📍

  • Sites Created Vs. Updated Chart: A bar chart showing the monthly trend of new sites created versus existing sites updated.
  • Sites Status Distribution Chart: An interactive donut chart displaying the distribution of sites by their status (e.g., Active: 22, Inactive: 0). Segments are interactive.

D. Activity & Usage Insights 📊

  • Monthly Active Users Chart: A dynamic line chart depicting the trend of unique monthly active users over time, indicating platform adoption and engagement.
  • Total Reports Chart: A flexible bar chart that shows the total volume of reports generated over time (e.g., monthly). This chart features a toggle to switch its view to “Avg Reports Per Site” for comparative analysis.
  • Logins By Device OS Card: A dedicated section designed to display the distribution of user logins across different device operating systems (e.g., iOS, Android, Web). Note: This card may display “No Results Found” if no data matches the current filters or if there’s no activity.

E. Data Export & Reporting ⬇️

  • Date Range Filtering: A crucial filter allowing you to select the precise time period for which all dashboard data is displayed (offering preset options like “Last 7 Days,” “Last 30 Days,” or a “Custom Range”).
  • Download Usage Report: Generates a comprehensive Excel report containing detailed usage metrics across multiple sheets, including:
    • General Metrics: Key performance indicators like Time Period, Issue Resolution Rate (IRR), Resolved [Issues](../Issue Tracker/IssueTrackerOverview.md), Total [Issues](../Issue Tracker/IssueTrackerOverview.md), Report Completion Rate (RCR), Total Reports (Ad-hoc and Scheduled), and Active Sites/Users.
    • Site Metrics: Detailed information for each site, such as Name, Creation Date, Status, Last Updated Date, Creator, and associated report counts.
    • User Metrics: Comprehensive data for each user, including Name, Email, Role, Creation Date, Status, and associated report counts.
  • Download Usage Invoice: Generates a PDF invoice/summary for a selected month/year, providing a concise overview of usage, such as total active sites, users created, and total reports credentials.
  1. Navigate: From the left-hand sidebar, click on “Dashboards.”
  2. Select: Choose “Admin Dashboard” from the dropdown menu.
  3. Load: The dashboard will then load, displaying various summary metrics and charts.

2. Applying the Date Range Filter 📅

  1. Locate Filter: Find the “Select Date Range” dropdown at the top left of the main content area (or within a consolidated “Filters” button if present).
  2. Open Options: Click the dropdown to reveal a calendar interface and preset date options.
  3. Choose Range:
    • Select a “Preset Date Range” (e.g., “Last 7 Days,” “Last 30 Days,” “Last 3 Months”).
    • Alternatively, choose “Custom” to manually pick specific start and end dates from the calendar.
  4. Apply Filters: Click “Apply” (first within the calendar pop-up if applicable, then any main “Apply” button for the filter section).
  5. Refresh: All charts and summary metrics across the dashboard will automatically refresh to display data specific to your selected date range.
    • Tip: If charts initially show “No Results Found” or sparse data, expanding the date range to a broader period often populates them, highlighting the importance of this filter.

3. Interacting with Dashboard Widgets 🖱️

  • Summary Cards (Left Sidebar): Quickly glance at “Total Active Users,” “Average Logins,” “Total Active Sites,” and “Storage” for an immediate status update.
  • Users Created Vs. Updated / Sites Created Vs. Updated Charts:
    • Observe the bar charts to identify trends in user and site onboarding/changes.
    • Hover over individual bars to see specific creation/update counts and corresponding dates.
  • Users Status Distribution / Sites Status Distribution Donut Charts:
    • Visually assess the proportional distribution of user and site statuses (e.g., “Active,” “Inactive”).
    • Click on segments of the donut charts (e.g., “Active” or “Inactive”) to potentially highlight or isolate that segment’s data.
  • Monthly Active Users Chart:
    • Analyze the line chart to understand the trend of active users over your selected period.
    • Hover over data points to view specific active user counts for each month.
  • Total Reports Chart:
    • Initially, view the overall volume of reports generated.
    • Click the “Total | Avg” toggle to switch the chart’s display between “Total Reports” and “Average Reports Per Site.” The chart’s Y-axis label and data presentation will update accordingly.
  • Logins By Device OS: Review this card (if data is available) for insights into which operating systems your users primarily log in from.

4. Downloading Reports & Invoices ⬇️

A. Download Usage Report (Excel)

  1. Initiate Download: Click the “Download Usage Report” link, usually located at the top right of the dashboard.
  2. File Download: An Excel file (e.g., remboelan_xxxxxxxxxx.xlsx) will be downloaded to your device.
  3. Explore Contents: Open the Excel file, which typically contains multiple sheets for detailed analysis:
    • General Metrics: Provides a high-level summary including Time Period, Issue Resolution Rate (IRR), Report Completion Rate (RCR), and total counts for various activities.
    • Site Metrics: Lists each site with details such as Created Date, Status, Last Updated Date, Creator, and associated report counts.
    • User Metrics: Lists each user with details like Name, Email, Role, Created Date, Status, and associated report counts.

B. Download Usage Invoice (PDF)

  1. Initiate Download: Click the “Download Usage Invoice” link, also typically at the top right.
  2. Select Period: A month/year selector will appear (e.g., allowing you to choose “April” and “2025”). Select the desired period for the invoice.
  3. File Download: A PDF file (e.g., usage-invoice-remboelan_xxxxxxxxxx.pdf) will be downloaded.
  4. Review Contents: Open the PDF, which provides a concise “Usage Report” for the selected month, detailing:
    • Usage Summary: Key figures like Total Active Sites, Sites created in the month, Total Active Users, Users created in the month, and Total Reports Generated in the month.
    • Site Overview: (Placeholder for data like Days Active this Month, Number of Sites (Active/Inactive)).
    • User Overview: (Placeholder for data like Days Active this Month, Number of Users (Active/Inactive)).

⚙️ Configuration & Customization

The Admin Dashboard provides key customization options to tailor your view:

  • Date Range Filter: The primary method for customizing the timeframe of all displayed data, allowing for both preset and custom ranges.
  • Total Reports Chart Toggle: Offers a simple switch to alternate between viewing “Total Reports” and “Average Reports Per Site,” adapting the chart’s focus.
  • Interactive Donut Charts: Clicking on segments within the “Users Status Distribution” and “Sites Status Distribution” donut charts provides immediate visual highlighting, though full cross-chart filtering might vary.

🔗 Related Features & System Connections

The Admin Dashboard is deeply interconnected with various Nimbly systems to aggregate its comprehensive data:

  • Executive Summary & Operational KPI Dashboards: While these provide operational performance views, the Admin Dashboard specifically focuses on system usage and administrative metrics, offering a distinct but complementary perspective.
  • User Management System: This is the core source for all data related to user creation, updates, statuses, and roles displayed on the dashboard.
  • Site Management System: Provides the foundational data for site creation, updates, and statuses.
  • Reporting & Audit System: Supplies all data regarding the volume and types of reports generated on the platform.
  • Login/Authentication System: Feeds data for metrics like average logins and potentially device OS breakdown.
  • Storage Management System: Actively tracks and reports on the overall storage consumption within your Nimbly instance.
  • Billing/Subscription System (Implied): The “Download Usage Invoice” functionality strongly suggests integration with a system that manages billing or usage-based charges.

✅ Best Practices: Optimize Your Admin Dashboard Usage

To maximize your insights from the Admin Dashboard, consider these best practices:

  • Utilize Date Filters Effectively: Begin your analysis with broader date ranges (e.g., “Last 3 Months”) to identify overall trends. Then, narrow down to specific periods (e.g., “Last 7 Days”) for more detailed, focused investigations.
  • Monitor User and Site Lifecycle: Regularly review the “Users Created Vs. Updated” and “Sites Created Vs. Updated” charts. This helps you understand platform growth, user onboarding effectiveness, and changes in your site operational footprint.
  • Track User Engagement: Pay close attention to “Total Active Users,” “Average Logins,” and the “Monthly Active Users” chart. These metrics are crucial for gauging platform adoption, user stickiness, and overall engagement levels.
  • Proactive Storage Monitoring: Keep a vigilant eye on the “Storage” metric to ensure your usage remains within allocated limits and to plan for potential upgrades.
  • Leverage Detailed Usage Reports: Periodically download the “Usage Report” (Excel) for in-depth analysis. This detailed data can be invaluable for capacity planning, identifying power users, understanding granular activity patterns, and preparing internal reports.
  • Review Usage Invoices: Download the “Usage Invoice” (PDF) monthly for a concise summary of usage that may be relevant for billing reconciliation or internal cost allocation.
  • Investigate “No Results Found”: If certain charts, like “Sites Created Vs. Updated” or “Logins By Device OS,” consistently display “No Results Found,” first try adjusting the date range filter to a period where activity is expected. If the issue persists, it might indicate a data collection anomaly or a genuine lack of activity in that specific area.

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