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Analytics Dashboard Filtering

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Andy B

Further Filtering of Individual Charts by a site location.

 

IE I have a contract with a company to manage two separate sites, to manage the KPI targets I have created a dashboard showing all completed inspections over those two sites. However I can’t filter charts down to a specific site.

One Template is completed over both sites, however i need to report on each site and set a KPI target separately for each site. 

 

Any Ideas ?

5 replies

Manan
SafetyCulture Crew
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  • SafetyCulture Crew
  • 23 replies
  • February 4, 2025

Hey Andy,

Unless I didn’t understand this correctly - 

  1. Use the site filter at the top of the dashboard
  2. Aggregate by site (or site-hierarchies) and then deselect the ones you don’t want

Let me know if the below video helped 🙂

 

 


Andy B
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  • Author
  • Speaker
  • 14 replies
  • February 5, 2025

Not quite, i wanted to have a chart that showed a number of all completed inspections at each location. One on the left and another on the right.

So the Dashboard is set up for Contract “ABCD” this contract has two seperate locations “Site 1” & “Site 2”

Each Site have a seperate KPI target, one site needs to complete 86 inspections a month and the other 44.

This is the chart i’m trying to build. It would work if i can add a filter for site in the same location as status, template and asset.


Manan
SafetyCulture Crew
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  • SafetyCulture Crew
  • 23 replies
  • February 5, 2025

Alright, so essentially what you’re looking for is `Site` filter on the chart (not nessarily at the dashboard level). Am I right in my understanding?

 

To that, it’s not possible right now, and I believe it’ll take a significant uplift to bring that. I believe a workaround would be to duplicate the dashboard and keep two dashboards for different sites. That way you can keep the data (and the KPIs) relevant to a site(s) in different dashboards.


Andy B
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  • Author
  • Speaker
  • 14 replies
  • February 5, 2025

Hi Manan,

Yes essentially that i what i need, site filtering within a chart.

I already have the site based dashboard for the site supervisors, but i’m trying to come up with a contract manager overview.

This is where it's falling down.


Manan
SafetyCulture Crew
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  • SafetyCulture Crew
  • 23 replies
  • February 5, 2025

We’re on the same page now, thanks for confirming :)

@thais.bendixen - This will most probably fall under the global filter work we have planned for the future.


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