Dashboards: your own summaries built from cards

A dashboard is your own summary page made of cards: metrics, charts, rankings, tables and lists covering audits, violations, the plan, tasks, HACCP, tests, mystery shopping and instructions. You can drag cards around and resize them, and you can have several dashboards — each one opens in its own tab.

Where to find it

In the menu, go to Analytics → Dashboards. The first time you open it, jeCheck creates My dashboard for you from a ready-made template: “Network manager” for administrators and “Location manager” for everyone else. After that you can change it however you like.

Tabs: several dashboards

• Each dashboard is a separate tab above the page. + New creates another one: blank, from a template or from a description with AI (see Cards and AI in dashboards).
• Drag tabs to change their order.
• The tab menu has Rename, Access, Duplicate, Hide from tabs and Delete. Hidden dashboards are collected under the … more button (for example “2 more”), and from there you can Show in tabs again.
• Templates: “Network manager”, “Audit quality”, “Operations”, “Location manager”, “HACCP”, “Staff training”, “Mystery shopper”.

Filters: period, locations, checklists, auditors

Above the cards are the same filters as in analytics: 7 days, 30 days, 90 days, 12 mo. or Period (your own dates), plus All locations, All checklists and All auditors. Below the filters you'll see the period and the comparison period.

• The filters you pick apply only to you and only while you're viewing the dashboard.
• If you can edit the dashboard, Save for dashboard makes the current filters the default — the dashboard will open with them for everyone.
• As in dashboard brings back the default filters.
• A card can have its own period (for example “Month to date”) — then the period filter doesn't affect it. Metrics marked now (open and overdue tasks, assigned tests) show the current state; the period doesn't apply to them.

Edit mode: dragging and resizing

1. Click “Edit”. Cards get a dashed border and a handle in the bottom-right corner.
2. Drag a card by its header to a new place — the cards around it move out of the way.
3. Drag the bottom-right corner to change the width and height.
4. Click “Done”. The layout is saved automatically after every move; if you moved the wrong card, click Undo in the pop-up.

The grid has 12 columns. On a phone screen the cards are stacked one under another, and the layout can't be edited there — only viewed.

TV mode and auto-refresh

• The screen button (TV mode) shows the dashboard full screen — handy for a TV in the office or on the shop floor. The Cycle through dashboards checkbox switches between the visible tabs once a minute. To leave, click Exit or press Esc.
• In TV mode the data refreshes every 5 minutes. For normal viewing, turn on auto-refresh in ⋮ → Name, icon, auto-refresh: from Every minute to Every hour.
• ⋮ → Refresh data recalculates the cards immediately. Card data is cached for 5 minutes.

Who sees which data

A card is a setting for “what to show”, not a set of fixed numbers. The data is calculated afresh for everyone who opens the dashboard, with their own permissions:

• administrators see all locations; everyone else sees only the locations they're assigned to (just like in analytics);
• HACCP cards show the locations the person has access to in HACCP;
• testing cards are visible to administrators and test editors, mystery shopper cards to administrators; for anyone else such a card shows “No access to data in this section”;
• if a section isn't included in your company's plan, the card shows which plan it's available on.

That's why it's safe to open a shared dashboard to the whole company: a location manager will see their own location on it, and the director will see the whole network. More in Dashboard access.

Frequently asked questions