Access & View the Compliance Dashboard

For information on the data displayed on the dashboard, see the Compliance Dashboard Charts & Data article.

The Compliance Dashboard data is updated via the Report Summary Builder (which must be run first) and Trending Data Collection for CM dashboard scheduled jobs. See Manage Jobs for more information.

This article provides information for individual users and users within a role to access the dashboard. Should your organization wish to select the Compliance Dashboard as the default dashboard/home page for every user accessing the application, contact Resolver Support.

Accessing the Dashboard

The dashboard can be added to your Welcome page by selecting it as your default dashboard in the User Settings or if an administrator selected it as the default for your role. See the Select a Default Dashboard article (for end-users) or step 6 of the Create a New Role article (for administrators) for more information. For both of these options, ensure the Compliance Dashboard option in the Analytics > Public > Dashboard repository is selected.The Compliance Dashboard in the repository when selecting a default dashboard or home page.

The dashboard can also be accessed through Jaspersoft by hovering your cursor over Analytics at the top of the page, then clicking Analytics and Reporting > View list in the Dashboards section > Compliance Dashboard. 

The Compliance Dashboard in the Jaspersoft repository.

Compliance Dashboard Filters

When viewing the dashboard, you can apply filters to refine the data. Filters include Compliance Program, Criticality, and Hierarchy Levels 1 through 3, which provide a business perspective to the dashboard by allowing users to see compliance for the entire organization, a division, or a department.

Clicking Apply will apply the filters and save the selections for the currently logged in user, preventing the need to reapply the filters each time the dashboard is viewed. The Compliance Dashboard filters.

Export, Refresh & Maximize

The Export, Refresh, and Maximize options are accessible at the top-right of the dashboard.

Export file type options include:

• PDF
• Excel (Paginated)
• Excel
• RTF
• CSV
• ODT
• ODS
• DOCX
• XLSX (Paginated)
• XLSX

To export the dashboard, hover your cursor over the Exporticon, then click a file option to initiate the download.The Export file type options.

To display the latest data, click the Refreshicon. To hide the filters on the left of the page, click theicon.