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 those with the “Analytics” permission on all locations 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.

Dragging and resizing cards

There's no separate edit mode: if you can edit the dashboard, you change the layout right with the mouse.

1. Drag a card to a new place — grab it anywhere except buttons and links. The card lifts up and the cards around it move out of the way. Grab scrollable tables and lists by the header.
2. Drag the right or bottom edge to change the width or height, or the bottom-right corner to change both.
3. A ready-made card from the library can be dragged straight to the spot you want — see Cards.

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 tablet, drag a card by its header. On a phone screen the cards are stacked one under another, and the layout can't be changed 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:

• metrics cover the locations where you have the “Analytics” permission (an administrator sees all locations), just like in analytics;
• HACCP cards show the locations the person has access to in HACCP;
• testing cards are visible to employees with the “Testing results” permission, mystery shopper cards to those with “Mystery shopper questionnaires”; 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