Navigating the Dashboard

Navigating the Dashboard

The Dashboard is a time-saving visual tool which allows organisation administrators to view and manage assessment data.

For example, the most commonly used pie charts are ones for forecasting upcoming assessments or displaying tasks by status.

Each segment of these charts can be viewed and exported, as well as the entire chart itself, but we recommend keeping all data stored securely in RiskBase.

Accessing the Dashboard:

1. Sign-In to admin.riskbase.uk

2. Find an organisation in the explorer.

3. Right-click on it and select Dashboard.

Viewing data in a pie chart:

1. Click on a section of a pie chart.

2. Click View Data in Grid. E.g., for a Task Severity chart, all tasks of that severity will appear below.

3. To view the data of all sections at once, click the three dots next to the pie chart and click View Data in Grid.

Exporting data from a pie chart:

1. Click on a section of a pie chart.

2. Click either Download CSV or Download PDF.

3. To export the data of all sections at once, click the three dots next to the pie chart and click Download CSV or Download PDF.