Dashboards provide an at-a-glance understanding of key metrics. Each dashboard contains one or more dashboard components and each component displays metrics from a report. The dashboards you see are those that you have created or that another user has created and shared with you.

How to View Dashboards

To view a dashboard, click on the dashboard name from the Dashboards page or click Save & Run from the editing page.

How to Use Legends

Legends can appear in bar or column charts. By clicking on a specific group in the legend, you can hide that group in the chart. Click again to make the group reappear.

How to View Source Reports

To view the source report for any dashboard component, click anywhere on the dashboard chart.

How to Download Charts as Images

Vault allows you to download specific dashboard components as image files. Note that this option is only available for bar, column and pie charts. To download:

  1. While viewing a dashboard, click the Full screen icon for the specific chart.
  2. Click Small Image or Large Image in the lower right corner of the pop-out box.

How to Share Dashboards

To share a dashboard with other users:

  1. From the Dashboards tab or from inside a specific dashboard, click on the Actions menu and choose Share.
  2. Add users in the Editors and Viewers fields. Editors are able to edit, copy, and share the dashboard. Viewers have view-only access.
  3. Click OK.

When you share a dashboard, the users you share with automatically receive the corresponding permission (Viewer or Editor) on most related reports.

The exception to this is flash reports. Vault will only apply the corresponding permission on a flash report if you are the Owner on the flash report. Otherwise, you will need to share the related flash reports individually.

About Record Count

In addition to metrics configured in a report, you can also use the Record Count metric for all reports. This metric allows you to create a dashboard component that shows the total number of records (documents, workflows, etc.) returned by the report or within a specific grouping in the report and makes it possible to use a report with no other numeric metrics in a dashboard component. You can also use the Distinct Count metric for reports with distinct counts enabled.

About Cached Dashboards

When you view a dashboard, Vault saves the data so that the dashboard loads more quickly when you return to it. Vault will automatically refresh the data every 36 hours. If you want to ensure that you are seeing the most accurate and recent data, click Refresh after opening the dashboard.

About Color Coding

By default, Vault automatically chooses colors to represent a grouping in a dashboard chart. Color coding is on a chart-by-chart basis, so one chart in a dashboard may show the product Cholecap in yellow, while another chart shows this product in blue.

However, Admins in your Vault can choose specific colors to always represent lifecycle states. This feature is only available for lifecycle states. In cases where states have the same name across different lifecycles, but are visible in a single chart, the states share the same color setting.