Compass - Nimbly Documentation

Operational KPI Dashboard

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Operational KPI Dashboard Overview**

The Operational KPI Dashboard provides a high-level performance snapshot. It focuses on key operational metrics related to [issues](../Issue Tracker/IssueTrackerOverview.md) and reports, presenting high-level KPIs, trend visualizations, and site-specific performance data. From here, users can “Drill Into” more detailed views, such as the Issue Insights Dashboard.

The Issue Insights Dashboard offers a more granular breakdown of issue data. It allows for multi-dimensional analysis by various attributes like status, severity, priority, and flags, and provides further drill-down capabilities into specific issue lists.

Current Status and Platform Compatibility

Both dashboards are Released and are primarily accessible via the Web platform (admin.hellonimbly.com).

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

Authenticated Users are required to log into the Nimbly web application (e.g., “CS Nimbly”). Access is Role-Based, typically for users with operational oversight, management, or analytical responsibilities. The data displayed can be refined using global filters and is also influenced by the user’s inherent data access [permissions](../Settings/Access control/Access Control.md).

Key Capabilities

Operational KPI Dashboard

FeatureDescription
KPI OverviewDisplays prominent donut charts for “Issue Resolution Rate” and “Report Completion Rate.”
Issue Summary CardShows key metrics such as “Open [Issues](../Issue Tracker/IssueTrackerOverview.md) %,” “Total [Issues](../Issue Tracker/IssueTrackerOverview.md),” “Resolved [Issues](../Issue Tracker/IssueTrackerOverview.md),” “Average Issue Resolution Time,” and more.
Report Summary CardPresents relevant report metrics like ”% Missed Reports,” “Scheduled Reports,” and “Completed Reports.”
Top Sites PerformanceA bar chart visualizing “Top Sites” based on Issue Resolution Rate, with tabs for “[Issues](../Issue Tracker/IssueTrackerOverview.md)” and “Reports,” and a “View by” dropdown for site selection.
Trends ChartA line chart showing “[Issues](../Issue Tracker/IssueTrackerOverview.md)” or “Reports” trends over time. For [issues](../Issue Tracker/IssueTrackerOverview.md), views include “Cumulative” or “By Status.” For reports, users can select the “Period.”
Drill-Down Links”Drill into” links under KPI overviews and “Click for deeper insights” links on summary cards lead to more detailed dashboards.
Global FiltersComprehensive filtering options available, including Department, Users, Date Range, Site Group/Region, Site, Questionnaire, and Category.
Data ExportA “View Details” option for “Top Sites” and “Trends” likely provides access to exportable detailed tables.

Issue Insights Dashboard (Accessed via Drill-Down)

  • Multi-Dimensional Issue Analysis:
    • “Issue Status” donut chart (Open vs. Resolved).
    • Tabbed donut charts for Severity (e.g., Yellow, Red), Priority (e.g., High, Medium, Low), Flag (e.g., Green Flag, Red Flag), and Secondary Status (e.g., Overdue, Pending).
  • Interactive Donut Charts: Clicking a segment on one donut chart filters other charts and “Drill By” options.
  • “Drill By” Radio Buttons: Next to charts, these buttons (Site, Department, User, Category, Questionnaire) dynamically update the chart to show distribution by the selected dimension.
  • Tabular Data Views:
    • “Issue Count” table: Shows Site Name, Total [Issues](../Issue Tracker/IssueTrackerOverview.md), Open, Closed, and # Attachments.
    • “Issue Resolution Time” table: View by Site, Department, User, Category, Questionnaire, showing Average, Maximum, and Minimum resolution times.
  • Data Export from Charts: Users can right-click on donut charts to “Save Image As…” or “Copy Image.”
  • Summary Metrics Card: Displays “[Issues](../Issue Tracker/IssueTrackerOverview.md) Opened,” “[Issues](../Issue Tracker/IssueTrackerOverview.md) Closed,” “[Issues](../Issue Tracker/IssueTrackerOverview.md) Reoccured,” Average Issue Resolution Time, and offers “Drill into” links.
  • View Details & Drill-Down:
    • “View Details” buttons open modals with configurable columns and export options (Excel, CSV, PDF).
    • Clicking items within these detail tables (e.g., Department name) can lead to a list of specific [issues](../Issue Tracker/IssueTrackerOverview.md).
    • Clicking an “Issue ID” navigates to the individual issue detail page.
    • “Drill into” links on summary metrics lead to pre-filtered tabular views of [issues](../Issue Tracker/IssueTrackerOverview.md).
  • Table Customization: A “Show by X Rows” dropdown for tables.
  • Global Filters (Persistent/Cascaded): Filters applied on the Operational KPI Dashboard often carry over. Additional Issue Insights-specific filters are available (e.g., Primary Status, Secondary Status, Approval Status, Issue ID, Priority, Issue Source).

Core Workflows & UI Walkthrough

Accessing Operational KPI Dashboard

  • From the “Executive Summary” dashboard, click the “Operational KPI Dashboard” link in the top navigation bar.
  • Alternatively, navigate via the left sidebar: “Dashboards” > “Operational KPI.”

Applying Global Filters (Operational KPI Dashboard)

  1. Click the “Filters” button at the top right.
  2. Select values for various criteria (e.g., Managed By, Date Range, Site, Category).
  3. Click “Apply.” Dashboard widgets will update.
  4. Click “Save” to persist the filter set.

Interacting with KPI Overview

  • Observe “Issue Resolution Rate” and “Report Completion Rate” donut charts.
  • Click “Drill into” below either metric to open a modal.
  • Use “View By” and “Drill By” options to configure the displayed data.
  • Breadcrumbs show the drill path.
  • Export options (Excel, CSV, PDF) are available.

Interacting with [Issues](../Issue Tracker/IssueTrackerOverview.md)/Reports Summary Cards

  • View key metrics.
  • Click “Click for deeper insights” to navigate to the Issue Insights Dashboard (for [Issues](../Issue Tracker/IssueTrackerOverview.md)) or a similar detailed report view (for Reports).
  • From the “Operational KPI Dashboard,” click “Click for deeper insights” on the “[Issues](../Issue Tracker/IssueTrackerOverview.md)” summary card. The Issue Insights Dashboard loads, often retaining global filters.

Interacting with Issue Insights Dashboard

  • Global Filters: Use the “Filters” button for additional Issue Insights-specific filters.
  • Issue Status Donut Chart: Shows overall Open vs. Resolved [issues](../Issue Tracker/IssueTrackerOverview.md). Clicking a segment filters other charts.
  • Tabbed Donut Charts (Severity, Priority, Flag, etc.):
    • Click a tab (e.g., “Severity”).
    • Click a segment (e.g., “Red” severity) to filter.
    • Use “Drill By:” radio buttons (Site, Department, etc.) to change the chart’s dimension.
  • View Details from Donut Charts: Click “View Details” to open a modal with “Group By” and “Column Configuration” options.
  • Interacting with Issue Count / Issue Resolution Time Tables: Use “Show by X Rows” and “View by” dropdowns. Click “View Details” for detailed, exportable modals.
  • Interacting with Summary Metrics Card: Click “Drill into” under “[Issues](../Issue Tracker/IssueTrackerOverview.md) Opened,” “[Issues](../Issue Tracker/IssueTrackerOverview.md) Closed,” or “[Issues](../Issue Tracker/IssueTrackerOverview.md) Reoccured” to see pre-filtered issue lists.
  • Exporting Chart Images: Right-click on any donut chart to “Save Image As…” or “Copy Image.”

Configuration & Customization

Configuration/Customization FeatureDescription
Global FiltersExtensive filter sets can be applied and saved across dashboards.
KPI Drill-Down ConfigurationModals for KPI drill-downs allow multi-level “View By” and “Drill By” configurations.
Issue Insights Chart DimensionsDonut charts on the Issue Insights Dashboard can be dynamically reconfigured using “Drill By” radio buttons.
Table DisplayTables include a “Show by X Rows” option for pagination control.
Column ConfigurationUsers can choose which columns to display in detailed data tables within “View Details” modals.
Trend Chart ConfigurationOptions include “Cumulative” vs. “By Status” for issue trends, and “Period” selection for report trends.

Related Features & System Connections

These dashboards are deeply integrated with other Nimbly features and systems, including:

  • Executive Summary Dashboard
  • Issue Management System
  • Reporting & Audit System
  • User & Organizational Hierarchy
  • Questionnaire & Category Management
  • Data Export Module

Best Practices

  • Start Broad, Then Filter: Begin with default views and apply global filters sequentially.
  • Use “Drill Into” and “Deeper Insights”: Leverage these links to move from high-level KPIs to granular data.
  • Iteratively Explore Donut Charts (Issue Insights): Click on segments and observe how other charts update; then use “Drill By” options.
  • Save Useful Filter Combinations: Persist frequently used views.
  • Customize Detail Tables: Configure columns for relevant information before exporting.
  • Export for Ad-Hoc Analysis: Use exports for deeper analysis outside Nimbly.
  • Contextualize Trends: Ensure the selected “Period” or “Status” view is appropriate for analysis.
  • Cross-Reference Dashboards: Use insights from one dashboard to guide exploration in the other.

Video:

📊Report Insights Dashboard Overview

The Report Insights Dashboard is a dedicated analytical tool for understanding report performance. It’s typically accessed by drilling down from the “Reports” section of the Operational KPI Dashboard. This dashboard gives you a granular breakdown of report statuses (Completed, Missed, Pending) and report types (Scheduled, Ad Hoc) through interactive donut charts. You’ll also find tabular views for “Report Count” and “Report Completion Time,” allowing you to analyze performance by various dimensions like Site, Department, User, and Questionnaire. The dashboard supports further drill-downs into specific data points and data export for deeper analysis.

🚀Current Status and Platform Compatibility

The Report Insights Dashboard is Released and is primarily accessed via the Web platform (admin.hellonimbly.com).

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

Authenticated Users must be logged into the Nimbly web application to access this dashboard. Role-Based Access is typically granted to users involved in operational management, auditing, compliance, or performance analysis who need to understand report submission patterns, completion rates, and timeliness. The displayed Data Scope is influenced by global filters applied on the parent “Operational KPI Dashboard” and can be further refined using filters specific to this dashboard.

✨Key Capabilities

Data Filtering and Visualization

  • Global Filter Inheritance and Refinement:
    • Inherits filters from the Operational KPI Dashboard (e.g., Department, Users, Date Range, Site Group/Region, Site).
    • Allows for additional specific filtering by Questionnaire, Category, and Report Status (Completed, Pending, Missed).
  • Interactive Donut Charts:
    • Report Status Chart: Visualizes the distribution of reports by status (Completed, Missed, Pending). Clicking a segment filters “Drill By” options and other related visualizations.
    • Report Type Chart: Visualizes the distribution of reports by type (Scheduled, Ad Hoc). Clicking a segment filters “Drill By” options.
  • Drill By Functionality: For both donut charts, you can dynamically change the chart’s perspective by selecting “Drill By: Site, Department, User, or Questionnaire.” This re-renders the chart to show the distribution of the primary dimension across the chosen “Drill By” dimension.

Tabular Data and Export

  • Tabular Data Views:
    • Report Count Table: Displays metrics like Site Name, Completed Reports, Pending Reports, Missed Reports, Ad Hoc Reports, and Total Reports. Includes a “Show by X Rows” option for pagination.
    • Report Completion Time Table: Shows metrics like Site Name (or other selected dimension), Average, Maximum, and Minimum report completion times. A “View by” dropdown allows changing the primary dimension (Site, Department, Questionnaire, User).
  • Detailed Data Drill-Down and Export:
    • “View Details” buttons for “Report Count” and “Report Completion Time” tables open modals with detailed tabular data.
    • Group By: Data in the modal can be grouped by Site, Department, User, Questionnaire, or Site Group.
    • Column Configuration: Users can select which columns are visible in the detailed table.
    • Export Options: Data from these detailed modals can be downloaded as Excel, CSV, or PDF.

Summaries and Chart Export

  • Summary Metrics Card (Report Insights Specific):
    • Displays key figures for “Completed Reports” and “Missed Reports” with “Drill into” links to pre-filtered detailed tables.
    • Shows “Average Report Completion Time,” “Maximum Report Completion Time,” “Minimum Report Completion Time.”
    • Highlights “Department with Highest Reports” and “Missed Reports Last Week %.”
  • Chart Image Export: You can right-click on donut charts to “Save Image As…” or “Copy Image.”

Core Workflows & UI Walkthrough

Accessing Report Insights Dashboard

  1. Navigate to the “Operational KPI Dashboard.”
  2. In the “Reports” summary card, click the “Click for deeper insights” link.
  3. The Report Insights Dashboard loads, usually inheriting filters from the previous dashboard.

Applying/Modifying Global Filters

  1. Click the “Filters” button at the top right.
  2. The filter panel expands, showing inherited filters and additional options: “Questionnaire,” “Category,” and “Report Status.”
  3. Adjust filters as needed.
  4. Click “Apply.” All visualizations and tables on the dashboard update.
  5. Click “Save” to persist the filter set for this view.

Interacting with Donut Charts (Report Status & Report Type)

  • Report Status Chart:
    • View report distribution (e.g., Completed, Missed, Pending).
    • Click a segment (e.g., “Completed”) to filter, then select a “Drill By:” option (e.g., “User”) to see distribution across users.
  • Report Type Chart:
    • View report distribution (e.g., Scheduled, Adhoc).
    • Click a segment (e.g., “Scheduled”) to filter, then select a “Drill By:” option (e.g., “Questionnaire”) to see distribution across questionnaires.
  • Exporting Chart Images: Right-click on a donut chart and select “Save Image As…” to download it.

📊Analyzing Tabular Data

  • Report Count Table:
    • View metrics like Site Name, Completed Reports, etc.
    • Use “Show by X Rows” to adjust pagination.
    • Click “View Details” to open a modal with detailed data.
  • Report Completion Time Table:
    • Defaults to “View by: Site.”
    • Use the “View by” dropdown to change the dimension (Site, Department, Questionnaire, User).
    • Click “View Details” to open a modal with detailed data.

Using “View Details” Modals

  • The modal opens (e.g., “Report Completion Time View Details”).
  • Group By: Select how to group the data (Site, Department, User, Questionnaire, Site Group).
  • Column Configuration: Check/uncheck desired columns on the left panel.
  • Download Data: Click “Download as Excel,” “Download as CSV,” or “Download as PDF” to export the configured table.

📈Utilizing Summary Metrics Card

  • View overall “Completed Reports” and “Missed Reports” counts.
  • Click “Drill into” under these metrics to open a modal showing a pre-filtered, detailed list of reports.
  • Note the “Average Report Completion Time” and other summary stats.

⚙️Configuration & Customization

FeatureDescription
Global and Specific FiltersApply a wide range of filters inherited from the parent dashboard and specific to report insights (Questionnaire, Category, Report Status).
Donut Chart “Drill By”Dynamically change the dimension displayed in the “Report Status” and “Report Type” donut charts.
Table “View By”Change the primary dimension for the “Report Completion Time” table.
Table PaginationControl the number of displayed rows using the “Show by X Rows” option.
”View Details” Modal ConfigurationGroup data and select visible columns for detailed tables before export.
Data Export FormatsExport data in Excel, CSV, or PDF formats.

🔗Related Features & System Connections

The Report Insights Dashboard is deeply integrated with other Nimbly features:

  • Operational KPI Dashboard: Primary entry point; filters are cascaded.
  • Reporting & Audit System: Fundamental data source for the dashboard.
  • Issue Management System: Indirectly related, as report completion can link to issue resolution.
  • User Management, Organizational Structure, Questionnaire Management: Provide data for filtering and aggregation.
  • Data Export Service: Enables downloading of reports and data.

✅Best Practices

  • Leverage Inherited Filters: Start by setting appropriate filters on the Operational KPI Dashboard for a narrower initial scope.
  • Refine with Specific Filters: Use the “Questionnaire,” “Category,” and “Report Status” filters on the Report Insights Dashboard for more targeted analysis.
  • Iterate with Donut Charts: Click a segment to focus, then use “Drill By” options to see distribution across dimensions.
  • Use Tabular Views for Detail: Employ “Report Count” for volume and “Report Completion Time” for efficiency analysis.
  • Maximize “View Details”: Use modals to configure columns, then export for offline work or sharing.
  • Focus on Actionable Insights: Look for patterns, outliers, or areas for improvement (e.g., sites with high missed reports).
  • Download Chart Images: Use for presentations or quick sharing of visual summaries.

Video:

🚀 Operational KPI Dashboard-Top Sites and Trends

These powerful tools on your Operational KPI Dashboard are designed to give you instant, visual insights into site-level performance and crucial metric movements over time. Get ready to pinpoint top performers, address challenges, and track progress like never before.

🌟 Feature Overview

The “Top Sites” and “Trends” components are key pillars of your Nimbly Operational KPI Dashboard. They offer dynamic visual and tabular data, allowing you to deeply analyze performance across different locations and monitor key metrics through various timeframes.

  • Top Sites 🏆: This component features an interactive bar chart and lets you slice and dice performance metrics (whether related to [Issues](../Issue Tracker/IssueTrackerOverview.md) or Reports) across various dimensions. Think sites, departments, questionnaires, categories, or even individual users. It’s your go-to for quickly spotting high-achievers and identifying areas that need a little more attention.
  • Trends 📈: With line and area charts, this component visualizes the progression of vital Issue and Report metrics over time. It’s perfect for uncovering patterns, celebrating improvements, or quickly catching any dips in performance.

🟢 Current Status & 💻 Platform Compatibility

Both the “Top Sites” and “Trends” components are fully Released and ready for action. You can access them directly through the Nimbly web application at admin.hellonimbly.com.

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

  • Authenticated Users: To dive into these insights, you’ll need to be logged into the Nimbly web application.
  • Role-Based Access: These features are primarily designed for users in operational management, analytics, or supervisory roles – anyone who needs to closely monitor site performance and track metric evolution.
  • Data Scope: Remember, the data displayed in these components is always subject to the global filters you apply on the main Operational KPI Dashboard.

✨ Key Capabilities: Dive Deeper

A. Top Sites Component 🏆

  • Tabbed View: Seamlessly switch between “[Issues](../Issue Tracker/IssueTrackerOverview.md)” and “Reports” tabs to focus your analysis on either domain.
  • Configurable “View By” Dimension: A handy dropdown menu lets you choose how the bar chart groups and displays data:
  • Interactive Bar Chart:
    • See performance data (e.g., Issue Resolution Rate for [Issues](../Issue Tracker/IssueTrackerOverview.md), Report Completion Rate for Reports) visually represented for your chosen dimension.
    • Hover over any bar to reveal tooltips with precise values.
  • “View Details” Functionality (Table Power!):
    • Clicking “View Details” opens a modal window, presenting the chart’s current view in a detailed tabular format.
    • Group By: Within the modal, you can further group your data by Site, Department, User, Category, Questionnaire, or Site Group for more focused analysis.
    • Column Configuration: Customize your table! Select exactly which data columns you want to display or hide using intuitive checkboxes.
    • Drill-Down: This is where it gets truly powerful!
      • Click on specific hyperlinked items in the detail table (e.g., a department name like “Audit KIT”). This opens a new modal showing a list of all associated [issues](../Issue Tracker/IssueTrackerOverview.md) or reports for that specific item.
      • From this list, you can even click an Issue ID or Report ID to open its full detail page in a new browser tab for complete context.
    • Data Export: Need to crunch numbers externally? Export your detailed data instantly as Excel, CSV, or PDF.

B. Trends Component 📈

  • Tabbed View: Just like “Top Sites,” you can toggle between “[Issues](../Issue Tracker/IssueTrackerOverview.md)” and “Reports” tabs to visualize trends for each area.
  • Issue Trends Chart:
    • Cumulative View: See the overall, aggregated trend of total [issues](../Issue Tracker/IssueTrackerOverview.md) (or a selected metric) across your filtered date range.
    • By Status View: A dynamic stacked area chart shows trends for different issue statuses over time (e.g., Opened, In Progress, Under Review, Resolved, Invalid [Issues](../Issue Tracker/IssueTrackerOverview.md)). You can click on legend items to toggle the [visibility](../Settings/Data Visibility/Data Visibility.md) of specific statuses on the chart.
  • Report Trends Chart:
    • An insightful area chart visualizes trends for “Completed Reports” and “Incomplete Reports” over time.
    • Cumulative View: Displays total report counts.
    • By Status View: (Typically refers to seeing Completed vs. Incomplete reports together as separate areas).
  • Period Selection: A versatile dropdown menu allows you to change the time aggregation for your trend display: Daily, Weekly, Monthly, Quarterly, or Yearly. This helps you zoom in on short-term fluctuations or zoom out to see long-term patterns.
  • “View Details” Functionality (Table Power!):
    • Click “View Details” to open a modal with detailed tabular data corresponding to your trend chart.
    • Group By (Time): You can group the tabular data by Daily, Weekly, Monthly, Quarterly, or Yearly periods.
    • Column Configuration: Select relevant data columns for your detailed table (e.g., Date, Reported By, Total [Issues](../Issue Tracker/IssueTrackerOverview.md) for Issue Trends; Date, Total [Schedules](../Schedule/Schedule Listing/ScheduleListingOverview.md), Ad Hoc for Report Trends).
    • Data Export: Download your trend data as Excel, CSV, or PDF.

🚀 Core Workflows & UI Walkthrough

A. Using the Top Sites Component 🏆

  1. Navigate: Start by going to your Operational KPI Dashboard.
  2. Apply Global Filters: Before you do anything else, use the main “Filters” button at the top of the dashboard. Set your desired Department, Users, Date Range, Site, etc., then click “Apply.” This ensures your data is relevant.
  3. Select Tab: Within the “Top Sites” component, click the “[Issues](../Issue Tracker/IssueTrackerOverview.md)” tab to view issue-related performance or the “Reports” tab for report insights.
  4. Change “View By” Dimension: Click the “View by:” dropdown (it often defaults to “Site”). Select a different dimension, such as “Department,” “Questionnaire,” “Category” (for [Issues](../Issue Tracker/IssueTrackerOverview.md) only), or “User.” Watch as the bar chart instantly updates! For example, if you pick “Department” under the “[Issues](../Issue Tracker/IssueTrackerOverview.md)” tab, you’ll see issue resolution rates for different departments.
  5. Interpret Chart: Hover your mouse over any bar to see specific values in the tooltip.
  6. View Details (and Drill Down!):
    • Click the “View Details” button at the bottom of the “Top Sites” component.
    • A modal titled (e.g., “View Details for Site Performance”) will appear.
    • Group By: Inside the modal, use the “Group By:” dropdown to further organize your data (e.g., “Site,” “Department”). The table will reload.
    • Column Configuration: Use the checkboxes on the left panel to pick the exact columns you want to see (e.g., “Total [Issues](../Issue Tracker/IssueTrackerOverview.md),” “Avg. Issue Resolution Rate,” “Total Assignees”).
    • Drill Down Further: Click on any hyperlinked entry in the table (e.g., “Audit KIT” department). A new modal pops up with a list of specific [issues](../Issue Tracker/IssueTrackerOverview.md) for that department. You can toggle “Show only open [issues](../Issue Tracker/IssueTrackerOverview.md)” if needed. Then, click an “Issue ID” to open its full detail page in a new browser tab.
    • Export: When you’re ready, click “Download as Excel,” “CSV,” or “PDF” from the modal.
    • Close all modals using the ‘X’ icon when you’re done.

B. Using the Trends Component 📈

  1. Navigate: Head back to your Operational KPI Dashboard.
  2. Apply Global Filters: Always ensure your global filters are set appropriately before analyzing trends.
  3. Select Tab: Within the “Trends” component, click the “[Issues](../Issue Tracker/IssueTrackerOverview.md)” tab for issue trends or the “Reports” tab for report trends.
  4. Configure Issue Trends (if on [Issues](../Issue Tracker/IssueTrackerOverview.md) tab):
    • Choose the “Cumulative” radio button for a single, overall trend line.
    • Select “By Status” for a stacked area chart that breaks down trends by different issue statuses. If you’re in “By Status,” click on the legend items (like “Opened [Issues](../Issue Tracker/IssueTrackerOverview.md)” or “Resolved [Issues](../Issue Tracker/IssueTrackerOverview.md)”) to toggle their [visibility](../Settings/Data Visibility/Data Visibility.md) on the chart.
  5. Configure Report Trends (if on Reports tab):
    • The chart will display “Completed Reports” and “Incomplete Reports.”
    • View Type: “Cumulative” shows total report counts over time. “By Status” (often default) shows completed vs. incomplete.
  6. Select Period: Click the “Period:” dropdown (default is “Daily”). Choose “Weekly,” “Monthly,” “Quarterly,” or “Yearly.” The trend chart will instantly re-aggregate and re-render the data based on your selection.
  7. Interpret Chart: Observe the lines and areas to identify trends, sudden spikes, or significant dips in your selected metrics over time.
  8. View Details:
    • Click the “View Details” button at the bottom of the “Trends” component.
    • A modal will appear.
    • Group By (Time): Select “Daily,” “Weekly,” “Monthly,” “Quarterly,” or “Yearly” to aggregate the tabular data.
    • Column Configuration: Pick the relevant columns you want to see (e.g., Date, Reported By, Total [Issues](../Issue Tracker/IssueTrackerOverview.md) for Issue Trends; Date, Total [Schedules](../Schedule/Schedule Listing/ScheduleListingOverview.md), Ad Hoc for Report Trends).
    • Export: Download your data as Excel, CSV, or PDF.
    • Close the modal when you’re finished.

⚙️ Configuration & Customization: Tailor Your View

These components are highly customizable to fit your analytical needs:

  • Global Filters: The most impactful customization! Data across both “Top Sites” and “Trends” dynamically responds to the main dashboard filters you apply.
  • Top Sites - “View By”: Choose your primary comparison dimension for the bar chart (Site, Department, Questionnaire, Category, or User).
  • Trends - Chart Type: For [issues](../Issue Tracker/IssueTrackerOverview.md), toggle between “Cumulative” for a big-picture view and “By Status” for a granular breakdown of issue lifecycles.
  • Trends - Period: Adjust the time granularity of your trend charts to Daily, Weekly, Monthly, Quarterly, or Yearly to reveal different patterns.
  • “View Details” Modals:
    • Group By: Re-aggregate your tabular data by various dimensions or time periods within the modals.
    • Column Configuration: Select specific data points to display and export, ensuring you only see what’s most relevant.

🔗 Related Features & System Connections

The “Top Sites” and “Trends” components don’t exist in a vacuum; they’re part of a connected Nimbly ecosystem:

  • Operational KPI Dashboard (Main): They are directly embedded within and draw their context and initial filters from this dashboard.
  • Executive Summary Dashboard: Offers similar, often higher-level, performance overviews.
  • Issue Insights Dashboard & Report Insights Dashboard: These components serve as deeper drill-down targets, offering even more granular analysis when you need it.
  • Issue Management & Reporting Systems: These are the core data sources, providing the raw information that powers all the visualizations and tables.
  • User, Organizational, Questionnaire, & Category Data: These are utilized for powerful filtering and dimensional analysis across the components.

✅ Best Practices: Optimize Your Analysis

To get the most out of “Top Sites” and “Trends,” keep these tips in mind:

  • Filter First: Always apply relevant global filters on the Operational KPI Dashboard before you start analyzing “Top Sites” or “Trends.” This ensures you’re looking at the most relevant data.
  • Use “View By” Systematically (Top Sites): Don’t just stick to “Site.” Cycle through different “View By” dimensions (Department, User, etc.) to uncover variations in performance that might otherwise be missed.
  • Compare “[Issues](../Issue Tracker/IssueTrackerOverview.md)” vs. “Reports” (Top Sites): Regularly toggle between the “[Issues](../Issue Tracker/IssueTrackerOverview.md)” and “Reports” tabs in “Top Sites” to see if performance in one area correlates with the other for the same dimension.
  • Leverage Trend Periods: Use “Daily” for short-term fluctuations and “Monthly” or “Quarterly” for identifying longer-term patterns and seasonal shifts.
  • Utilize “By Status” (Issue Trends): This view is incredibly valuable for understanding the flow of [issues](../Issue Tracker/IssueTrackerOverview.md) through their lifecycle. Are resolved [issues](../Issue Tracker/IssueTrackerOverview.md) keeping pace with newly opened ones?
  • Drill Down for Root Cause: When you spot anomalies or exciting patterns in the charts, always use “View Details” and subsequent drill-downs to investigate the underlying data and specific items.
  • Export for Further Analysis: If you need to perform complex comparisons or custom calculations, don’t hesitate to export the detailed data for external analysis.
  • Correlate with Other KPIs: Don’t forget to relate your findings from “Top Sites” and “Trends” with the main KPIs presented in the “KPI Overview,” “[Issues](../Issue Tracker/IssueTrackerOverview.md),” and “Reports” cards on the dashboard for a truly comprehensive understanding.

Video:

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