Dashboards
The Dashboards area (under Reports) is where staff find ready-made reports and build their own custom dashboards. It has two parts:
- System Dashboards — the canned, built-in reports (application performance, product overview, product conversion, product performance, funnel, source analysis). These are maintained by FullFabric and configured per institution via feature flags.
-
Your dashboards — custom dashboards an institution builds for itself out of
individual widgets. Visible to users with the
dashboards.dashboards_accesspermission.
Building a custom dashboard
- From the Dashboards page, click Create dashboard and give it a name.
- Open the dashboard and click Add a new widget.
- Pick a data source (the data you want to plot). If that data can be shown more than one way, pick a chart type; otherwise the visualization is implied. Then fill in any options the source needs.
- Widgets are laid out two per row. Drag the handle on a widget to reorder; the layout is saved automatically.
The dashboard's own actions (Edit, Duplicate, Delete) live in the menu next to Add a new widget. Edit and delete require edit permission on that dashboard; anyone with access can duplicate one as a starting point.
Data sources
The Data source is the first choice — it's the data the widget plots. Ready-made sources need no extra configuration:
- Applications started / submitted over time (and "this month")
- Profiles created over time (and "this month")
- Form views & submissions over time
Some sources ask for one more detail:
- Average of a profile field — choose a numeric profile field.
- Application submissions (by template) — choose an application template (shown as a Latest value).
- Profile field breakdown — choose a profile field to break down (gender, nationality, programme of interest, …).
Lifecycle state comparison (by class)
The most flexible source. Use it to plot how many people reached one or more lifecycle states across one or more classes/intakes — the classic "applications submitted across the last three intakes" chart. You choose:
- Classes — one or more intakes to compare.
- Lifecycle states — one or more states (e.g. Applicant · Submitted); leave empty to include all states.
- Interval — weekly or monthly.
- Totals — Per period or Cumulative (a running total).
Custom URL
For anything the curated sources don't cover, choose Custom URL and paste a data endpoint directly. Existing dashboards built this way keep working, and the builder leaves their URLs untouched when you edit them.
Chart type
The chart type appears only when the data can be shown more than one way:
- Series over time (applications, profiles, forms, lifecycle comparison) can be a line, bar, or area chart — defaulting to line.
- Profile field breakdown is always a bar chart, Average of a profile field and Application submissions (by template) are single values, so no chart-type choice is shown.
- Custom URL can be any type, so you choose it explicitly.
Widget actions
Each widget card has controls in its header:
- Filter — attach a segment so the widget only counts matching profiles.
- Legend — show/hide the chart legend (line charts).
- Edit / Remove — change the widget's type, source, and options, or delete it.
Notes & limitations
- Average of a profile field only lists numeric fields, and Breakdown excludes numeric and date fields — so an institution with none will see an empty chooser with a hint.
- The comparison builder currently models single classes and states; combined states, composed classes, alternative x-axis modes, and explicit date anchors are available only through the Custom URL flow (and are preserved on edit).