Creating a Summary Dashboard

Creating a Summary Dashboard

Creating a Summary Dashboard


Creating Summary Dashboards within 1Place is an important feature because it allows users to view which sites have completed checklists, as well as compare sites to others to evaluate performance.

To create your own Summary Dashboard, click the Dashboard tab and then click 'Summary Dashboard' at the very top.



1. Select a currently existing Dashboard View, or if there is no existing view, skip this step. 

2. Click on 'Select Filter' on the right side of the screen. This will open various filters that the user can customize.


3. The various options available all serve different purposes. Follow the below steps:

  1. View by: Allows the user to see the dashboard results by month, week or daily.

  2. Report by: Allows the user to see results on the dashboard for a chosen period in time. 

  3. Select Completion: Allows the user to see completed, uncompleted and partially completed checklists on their dashboard view.

  4. Report On: Allows the user to choose what areas of the business are reported on. This can be specific sites or regions within the business. In this example, Site Alias is selected, and it is recommended to be selected. This allows any site tied to a specific alias to be represented within the dashboard. An advantage of this option is that it allows future sites that may be added to be reflected in the dashboard, so long as that alias is tied to it. 

  5. Select Site Alias: Allows the users to choose which aliases will be represented within the dashboard. You can select site alias(es) you’re after by double clicking them or to click on the little single arrow button () and any selected site alias(es) will be pushed to the right hand side.

  6. Select Sites: If Site Alias is not selected in the ‘Report On’ section, a user can choose individual sites which will make up the summary dashboard. In this instance, sites will be automatically selected if you select the site alias(es), and they will be greyed out. (i.e. you’re not able to modify site selection unless you go back to step 4 and change from ‘site alias’ to ‘site’).

  7. Select Checklist: Allows the user to choose which checklist will be used and shown on the summary dashboard. You can select checklist(s) you’re after by double clicking them or to click on the little single arrow button () and any selected checklist(s) will be pushed to the right hand side.

  8. Schedule: Allows the user to add a schedule if this is created for the checklist. You can select schedule(s) you’re after by double clicking them or to click on the little single arrow button () and any selected schedule(s) will be pushed to the right hand side.





4. When all your personal filter preferences are selected, click the blue 'Save as New Filter’ button at the bottom of the page. Please click 'Save as New Filter' to ensure you do not overwrite your existing summary dashboards.



5. The ‘Save Dashboard’ box will appear. Ticking the ‘Add to dashboard view’ box will ensure your new Dashboard view is added and on the summary dashboard screen for you to use.



6. The Summary Dashboard will be ready and will show the information based on your personal preferences.



7. Enjoy your new Summary Dashboard!


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