reports - executed reports dashboard interface

  • Updated

In this article, you will learn how the Dashboard Interface is structured and how each section helps you analyze your report results.

The dashboard combines data visualization and detailed data tables in one workspace, allowing you to quickly identify trends while also reviewing the exact records behind the results.

You will also learn how to explore your data further by filtering results, sorting information, pivoting data, customizing charts, and exporting report results, all without modifying the original report configuration.

Dashboard Interface

Data Visualization Section

The Data Visualization panel displays a chart that summarizes the report data visually.

The visualization panel can be collapsed or expanded, allowing users to focus on either the chart or the data table below. By default, the Column Chart style is displayed.

Data Table Section

The Data Table gives you a detailed, record-level view of the same data shown in the chart. While the chart helps you quickly identify trends and patterns, the table allows you to see the exact entries behind those numbers.
 

This is where you can slow down and validate the details reviewing individual records, confirming totals, and understanding what is driving the aggregated results.

In addition to displaying the executed Report results, the Data Table provides tools that help you refine and explore the data further. 

You can adjust visible columns, apply filters, sort information, pivot results, and configure chart settings all from the same space.

This section is divided into three main areas: the table with the data result rows and a dynamic side panel.

9 STEPS

1. Click the Columns option to show or hide columns in the table to customize what information is visible.

2. Click the Filters option to apply filters to narrow down rows based on set conditions.

3. Click the Pivot option to show or hide the Pivot Side Panel.

4. Click the Charts option to show or hide the Charts Side Panel.

5. Use the Export option to download the data list (based on the applied filters) in: CSV, Excel or print the results.

6. Click the Search option and enter your text to find coincidences in the data.

7. Click the ellipsis icon next to a column to see the configuration options for that specific column.

8. These options allows you to control sorting, grouping, filtering, and display behavior.

9. That's it. You're done.

https://www.iorad.com/player/2690959/cases---reports---executions---data-table-section?iframeHash=watchsteps-1&lang=en



Next step

The elements to configure the table and chart are described below:

Element Description
  1. Columns
 Use this option to show or hide columns in the table to customize what information is visible.
  1. Filter
 Use this option to apply filters to narrow down rows based on set conditions.
  1. Pivot
 Use this option to show/hide the Pivot options in the Side Panel.
  1. Charts 
 Use this option to show/hide the Charts options in the Side Panel.
  1. Export
 Use this option to download the data list (based on the applied filters) in: CSV, Excel or print the results.
  1. Search
 Start typing to find coincidences in the data.
  1. Data Table 

The columns shown in the table correspond exactly to the fields selected when the Report was built. In other words, the table structure reflects the configured columns defined in the original Report template.

Additionally, the rows displayed are based on the filters configured in that Report. Only records that met all defined filter conditions at the time the report was run are included in the results.

The ellipsis icon next to each column opens a menu with configuration options for that specific column. These options allow users to control sorting, grouping, filtering, and display behavior.

  • Sort by ASC: Sorts the column values in ascending order (A–Z, smallest to largest).
  • Sort by DESC: Sorts the column values in descending order (Z–A, largest to smallest).
  • Pin to left:  Locks the column to the left side of the table so it remains visible while scrolling horizontally.
  • Pin to right:  Locks the column to the right side of the table.
  • Filter: Opens filtering options for that column to narrow down visible results.
  • Aggregation: Allows selecting how the column values are calculated when grouping or using pivot (For example: count, size, sum, average).
  • Group by [Column Name]: Groups the table results based on that column’s values.
  • Manage pivot: Opens pivot configuration (available when Pivot is enabled).
  • Manage charts: Opens the chart configuration side panel.
  • Hide column: Removes the column from the visible table (can be restored later).
  • Manage columns: Opens the column configuration panel to show, hide, or reorder columns.

Dynamic Side Panel (Chart and Pivot)

The Dynamic Side Panel is where you control how your data is analyzed and displayed. What you see in this panel depends on whether you activate Charts or Pivot. Each mode gives you different tools to explore your executed Report without changing the original data.

Chart Side Panel

When you select Charts, you are working with visual analysis. This panel helps you decide how the data should look, how it should be grouped, and what it should measure.

5 STEPS

1. When you select Charts, you are working with visual analysis. This panel helps you decide how the data should look, how it should be grouped, and what it should measure.

2. In the CHART tab, you can choose the visual format that best fits your analysis.

3. The FIELDS tab is where you define the structure of your chart. It lets you decide how the data will be grouped and which values will be displayed.

4. The CUSTOMIZE tab controls the visual appearance and layout of the chart. It does not change the data, only how it is displayed.

5. That's it. You're done.

https://www.iorad.com/player/2690945/cases---reports---executions---chart-side-panel?iframeHash=watchsteps-1&lang=en



Next step

The elements in the Chart Panel are described below. 


 

CHART

In this tab, you choose the visual format that best fits your analysis.

  • Column: Displays data in a vertical column chart. Ideal for comparing values across categories and identifying differences between groups.
  • Bar: Displays data in a horizontal bar chart. Useful for comparing multiple items, especially when category names are long.
  • Line: Displays data in a line chart. Ideal for showing trends over time and highlighting increases or decreases.
  • Area: Displays data in an area chart. Similar to a line chart, but emphasizes the magnitude of change with a filled area.
  • Pie: Displays data in a pie chart. Used to show proportions and how each category contributes to the total. Best for a small number of categories.
FIELDS

The FIELDS tab is where the structure of the chart is defined. It allows users to choose how the data will be grouped and what values will be displayed.

At the top, all available fields from the executed Report are listed. Users can click the + icon next to a field to add it as a Category or a Series.

Categories: Fields added to Categories determine how the data is grouped in the chart. This controls:

  • The X-axis in column, bar, or line charts.
  • The segments in a pie chart.

Series: Fields added to Series determine what numeric values are calculated and displayed in the chart. This controls:

  • The height of columns or bars.
    The points in a line chart.
  • The proportions in a pie chart.
CUSTOMIZE

The CUSTOMIZE tab controls the visual appearance and layout of the chart. It does not change the data, only how it is displayed.

Columns

  • Border radius: Adjusts how rounded the column corners are.
  • Color palette: Selects the chart color theme.
  • Category gap ratio: Controls spacing between category groups.
  • Series gap ratio: Controls spacing between bars within the same category.
  • Stacked: Stacks multiple series on top of each other.
  • Column labels: Shows or hides value labels on columns.

Chart

  • Show toolbar: Displays or hides the chart toolbar.
  • Height: Sets the chart height (in pixels).
  • Grid: Shows or hides background grid lines.
  • Skip animation: Disables animation when the chart loads.
  • Show toolbar: Displays or hides the chart toolbar.

Additionally for Pie charts, the options are displayed:

  • Inner radius: Defines the size of the inner circle. Increasing this value creates a donut-style chart.
  • Outer radius: Defines the overall size of the pie chart.
  • Start angle: Sets the angle where the chart begins (in degrees).
  • End angle: Sets the angle where the chart ends (in degrees).

Axes

  • Categories axis label: Sets the label for the grouping axis (X-axis).
  • Series axis label: Sets the label for the values axis (Y-axis).
  • X-axis position: Defines where the horizontal axis appears.
  • Y-axis position: Defines where the vertical axis appears.
  • Tick placement: Controls where tick marks appear on the axis.
  • Tick label placement: Controls the position of tick labels.
  • Reverse series axis: Reverses the direction of the value axis.

Tooltip

  • Placement: Defines where the tooltip appears.
  • Trigger: Defines how the tooltip is activated.

Legend

  • Position: Sets where the legend appears.
  • Direction: Defines how legend items are arranged (horizontal or vertical).

 Pivot Side Panel

When you activate Pivot, you move from visual analysis to structured data summarization.

Pivot allows you to reorganize and summarize the table data without changing the original Report. Instead of viewing raw records, you see grouped and calculated results. It helps you rotate the dataset and analyze it from multiple perspectives.

4 STEPS

1. When you select the Pivot option, the Pivot Side Panel is displayed.

2. activate Pivot, you move from visual analysis to structured data summarization.

3. Pivot allows you to reorganize and summarize the table data without changing the original Report. Instead of viewing raw records, you see grouped and calculated results. It helps you rotate the dataset and analyze it from multiple perspectives.

4. That's it. You're done.

https://www.iorad.com/player/2690950/Cases---reports---executions---pivot-side-panel?iframeHash=watchsteps-1&lang=en



Next step

The elements in the Pivot Panel are described below.

Element Description
Pivot  Enable/disable the Pivot feature. 
 

Pivot Elements

Rows: Groups data vertically. Add desired columns to the rows section to group accordingly.

Columns: Creates dynamic columns based on a field’s values. Add desired columns to the columns section to create columns accordingly.

Values: Calculates numbers (Count, Sum, Size, etc.).

Filters

Filters control which records are included in the Data Table and the Data Visualization chart. 

How it works

  • A filter evaluates a logical condition made up of a Column, Operator and Value. The column data in a row is compared against the condition value and returns either if the condition is met or not (true or false).
  • Rows that meet the filter condition (true) are included in the dashboard. Rows that do not meet the condition are excluded.
  • When multiple filters are applied, they are combined using AND/ OR  logic. 
    • AND: This means ALL applied filters must evaluate to true for a record to be included in the Report.
    • OR: This  means ANY of the applied filters must evaluate to true for a record to be included in the Report.

The logic you choose when building the filter determines how the following conditions behave:

  • If you build the filter using AND, then all additional conditions added within the filter will continue to follow AND logic.
  • If you build the filter using OR, then all additional conditions added within the filter will follow OR logic. 

For example:

  1. Filters with AND logic:

Imagine your firm wants to quickly identify cases where John Smith with the Date of Birth is 01/01/1999.

You have three filters that help decide which records to include in the Report. Each filter checks a specific condition on a field (Name, Last Name, or Date of Birth).

The Report filters should be configured as follows:

Filter 1:

Field Operator  Value
Name Is Equal John

AND

Filter 2:

Field Operator  Value
Last Name Is Equal Smith

AND

Filter 3:

Field Operator  Value
Date of Birth Is not Equal 01/01/1999

The Dashboard will only show rows that:

  • Name: John.
  • Last Name: Smith.
  • Date of Birth is NOT 01/01/1999.

Why is that?

When the user combines multiple filters, they work together by using AND logic. That means a row has to pass all the filters to be included in the dashboard.

  1. Filters with OR logic:

Imagine your firm wants to quickly identify cases that may require immediate attention.

The Report filters should be configured as follows:

Filter 1:

Field Operator  Value
Case Stage Is Equal Intake Review

OR

Filter 2:

Field Operator  Value
Injury Severity Is Equal to High

OR

Filter 3:

Field Operator  Value
Days Since Created Is Greater Than 14


The Report will display any case that meets at least one of the following conditions:

  • The case is currently in Intake Review,

OR

  • The Injury Severity is marked as High,

OR

  • The case was created more than 14 days ago.

Why is that?

Because the firm is not looking for cases that meet all conditions at the same time. Instead, they want to capture any case that may signal urgency, such as: a case stuck in Intake, a case involving a Severe Injury or a case aging without progress.

With OR logic, a case only needs to match one risk indicator to appear in the Report

Operators vs Column Type

Available operators according the Column Type are:

Text 

  • Equals
  • Does not equal
  • Contains
  • Does not contain
  • Starts with
  • Ends with
  • Is null
  • Is not null

Date

  • Before
  • After
  • Between
  • In current…
  • In the last…
  • In the next…

Number

  • Equals
  • Does not equal
  • Contains
  • Does not contain
  • Is null
  • Is not null

Email

  • Equals
  • Does not equal
  • Contains
  • Does not contain
  • Ends with
  • Is null
  • Is not null

Currency

  • Equals
  • Does not equal
  • Greater than
  • Greater than or equal to
  • Less than
  • Less than or equal to
  • Is null
  • Is not null

Yes / No (Boolean)

  • Equals
  • Does not equal
  • Is null
  • Is not null





 

For more information about the executed reports dashboard options please read: reports - how to manage the executed reports dashboard.