You’ve completed the process of getting your fieldworkers using the Assignar app, filling out their forms, completing timesheets and ensuring compliances are up to to date, now how do you view and analyse this data?
This is where the Insights module comes in!
In this module there are 3 key areas you will need to know:
- Dashboard Library
- Report Library
Assignar’s dashboard library puts your key metrics front and center, allowing you to view your data in the way you prefer. Including, pie charts, bar charts or pivot tables.
Within this section we have created some Dashboards for you that are frequently used, and these handy reports also give you a head start on creating your own dashboards.
Here you’ll find pre-made reports such as Competency Matrix, Induction Matrix and Timesheets. You can copy these reports to make your own, or simply apply filters to change them to suit you (don’t worry, we’ll cover how to do this in a later section!).
In this section you can build the customised report you may need to analyse your construction operations. If you need to report on anything that is in Assignar and there isn’t a premade dashboard or report, this is the place that you come to. It is simple to drag and drop fields into this blank canvas and create your new reports or build your own dashboards.
What is the difference between a REPORT and a DASHBOARD?
A report is a data table based on the items that you select to view. It will not have any visualisations (such as graphs) and will only contain one selected dataset (such as costs, timesheets, dockets etc.). A report should be created to shed light on a particular question that needs some decision making. Instead of always creating a data - heavy report, try to think of the question or the challenge that needs an answer.
A dashboard can contain multiple datasets and can also include visualisations such as graphs. Dashboards are a great way to communicate a lot of different information in one page.
Now that we know this, let’s explore ‘EXPLORE’ more.
When building out your reports, you will need to know a few key areas of Explore.
In the above figure
This is where you pick the type of information you want in your report – for example if you want to understand information in forms select Forms Results, if you want timesheet information select Timesheets etc. You need to think of where the data is coming from so you pick the right module.
This is where you select the information that you want to see in the report. There are two types of fields, Dimensions or the ‘questions’ and Measures which are the ‘results’. Sometimes you may want to see ‘questions’ combined with other ‘questions’ which is when you need to ‘Pivot’. By pivoting one question with another you can see the combined answer. We will go into pivoting in chapter two.
In order to focus on an area in the report you add a filter. If you need to add filters to your report, you can click “Filter“ next to each dimension, which will then appear in the Filter section. Some examples of this are using a date filter to look at a specific timeframe, or Project Name as a filter to only see results relating to a particular project.
When you are ready, hit the “Run“ button and Assignar will produce the report for you. You are able to hit Run as many times as you need while you are building the report to ensure that it is telling you what you need.
Chart Area (Visualisation)
Once the report is run you will see a visualisation/chart appear in the Chart Area. When you press ‘Run’ Assignar chooses what it thinks is the best visualisation for the data selected, but you can always change it to something else.
From here you are able to save the report as a ‘Look’ - saving the report as a look means that it will appear in My Reports or Group Reports.
For more details you can also watch the below attached video.