This article explains how to use the compliance dashboard's three tabs and how each view counts and scopes its figures, so the same location is reported consistently across the dashboard.
Open the compliance dashboard
- Open Dashboard from the main navigation.
- Use the pill tabs to switch between Overview, Job Summary and Site Information.
Dashboard always opens on Overview. There is no separate dashboard landing page. Older analytics links that include a tab in the URL continue to work, but redirect to one of these three tabs.
Choose the right dashboard view
| Tab | Filters | What it shows |
|---|---|---|
| Overview | None | A full accessible portfolio snapshot, including clients, sites, year-to-date completed risk assessments and reporting time. |
| Job Summary | Client and Period | Job progress by category, activity type and location, with a per-site job table at the deepest level. |
| Site Information | Client | Client-scoped implementation progress and roll-ups for assets, technical recommendations, risk assessments, and jobs and activities. |
Read the Overview tab
- Open Dashboard and select Overview.
- Read the KPI cards: Total Clients, Total Sites, Completed RAs and Days to Report.
- Review the portfolio widgets: Subscription Portfolio, Risk Assessments Completed, Job Performance & Results, Technical Recommendations, RA Status Pipeline and Job Execution.
- Total Clients counts all organisations in the portfolio. It is the exception to normal access scoping and includes every client in the organisation.
- Total Sites covers sites across all clients within the locations you can access.
- Completed RAs counts completed risk assessments for the current year to date.
- The Overview tab has no filter bar and always reflects your full accessible portfolio.
Separate job execution from compliance outcome
In Job Performance & Results, the two donuts answer different questions:
- The execution-status donut counts jobs as Carried Out, Not Carried Out or Open.
- The compliance-outcome donut counts results as Compliant, Non-Compliant or Followed Up.
Execution status shows whether the job was done. Compliance outcome shows whether the result was compliant. The Performance/Results view toggle is available in the Job Summary drill-down, not in this widget.
Filter and drill into Job Summary
- Select Job Summary.
- Use the All Clients dropdown to keep all clients selected or choose a specific client.
- Select a period: Last 30 days, Last 60 days, Last 90 days, This month, Last month, This quarter or This year.
- At the top level, select a card under By Category to drill into a category, then an activity type, and then a location.
- Alternatively, select a card under By Site to open that location's jobs directly.
Job Summary is the only tab with a period filter. Its filters are not saved and reset when you leave the tab.
Read the per-site job table
After drilling from category to activity type to location, the table lists Asset, Due Date, Status, Completed and Assignee.
- Switch between Performance and Results above the table.
- Select a row to open the job.
- Use the breadcrumb to return to the previous view.
In Results view, the third column is renamed Result. The statistic cards also change:
- Performance: Total Jobs, Completion Rate, Overdue and Open.
- Results: Completed, Compliance Rate, Non-Compliant and Followed Up.
The statistic cards total everything in the current view, not only the row you selected. They appear one level up, on an activity type. The job table appears only at the per-site level. A job without a verdict shows Pending Result in Results view.
Read Site Information
- Select Site Information.
- Use the All Clients selector to keep the full portfolio selected or choose one client.
- Read Implementation Progress above the cards.
- Review Assets Summary, Tech Recommendations, Risk Assessments and Jobs And Activities.
Implementation Progress shows the share of locations with active control measures. Its stages are Total, Setup, Assessment and Operational. On wider screens it also shows Trend. The last stage counts only locations with a job completed in the last 30 days, so its subtitle is a 30-day share rather than an all-time share. On narrow screens, Trend is not shown.
The legend entries are read-only and do not open records. Site Information has a client selector but no period filter.
Understand access and empty states
Location and job figures come only from the sites you can access, and are further narrowed by the selected client where a client selector is available. Two accounts can therefore see different totals for the same client. The dashboard tabs and widgets remain the same for users who can read jobs; only the data scope changes.
- With no data to report, Overview shows No data available for the relevant widget, such as No job data available for this period.
- With no site access, the dashboard shows zeros rather than an error.
- A failure on Site Information shows Failed to load dashboard with Retry.
- Filters do not persist across sessions. Only client and period filters are available; there is no free date-range or saved-preset filter.
Video walkthrough
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