Introduction to Custom Dashboards

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Custom Dashboards are a flexible reporting tool that allows you to build personalized views of your data. While your organization is provided with standard dashboards, a Custom Dashboard is built "chart-by-chart." This gives you total control over what information you see and how it is displayed.

Key Capabilities

• Cross-Program Reporting: Pull data from multiple audit or survey programs into a single, unified view.
• Multi-Product Visibility: View data from different Intouch products on the same dashboard. For example, you can see your IntouchCheck results right alongside your IntouchSurvey data to see how your different programs are performing.
• Custom Visuals: Choose from a variety of chart types like bars, lines, or pies to visualize your trends or comparisons.
• Share and Automate: Once your dashboard is ready, you can share it with your team, subscribe to automated email updates, or download it as a PDF.

Access Note: Custom Dashboards are an additional feature provided through our Advanced Reporting Add-On. If you do not see the option to create a dashboard in your account and would like to add this feature, please contact Product Support at [e-mail].

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Next Steps

To get the most out of your data, we recommend reviewing these fundamental concepts before you start building:

1. Choosing the Right Chart Type: Pick the best visual for your reporting goals.
2. Chart Builder Basics: 3 Steps to Success: A simple way to plan the data inside your first chart.