Feature overviews

Descriptions of how our main features work

Craig Teegarden avatar Scott Fisk avatar Dan Bishop avatar
23 articles in this collection
Written by Craig Teegarden, Scott Fisk, and Dan Bishop
Analyze Details

Example: Make Data Collection Happen, Keep Tabs on Data Collection Goals with your Dashboards

Before you can successfully analyze data, you must have a reliable source of data. Managing the collection of this data can be a challenge.
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Written by Craig Teegarden
Updated over a week ago

Example: View individual checklist items and highlight areas for improvement on the Analyze Dashboard

By viewing individual checklist items, you can quickly find opportunities for improvement and highlight them on the dashboard.
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Written by Craig Teegarden
Updated over a week ago

Example: Deeper Understanding Through Comments: View Free Text Comments

Sometimes auditors need to include extra information in free-text fields. Show these comments on the Dashboard or in Explore.
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Written by Craig Teegarden
Updated over a week ago

How to Add or Remove a Widget from Dashboards

Keep Analyze Dashboards relevant by adding or removing widgets using Explore.
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Written by Craig Teegarden
Updated over a week ago

How to Edit a Widget on an Analyze Dashboard

Is your Dashboard not quite showing the right info or needs an adjustment? Edit existing Widgets right from the Dashboard with a few clicks.
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Written by Craig Teegarden
Updated over a week ago

How to Rearrange and Organize a Dashboard

Dashboard by switching between single or double columns or re-ordering the data widgets.
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Written by Craig Teegarden
Updated over a week ago

Downloading data to analyze in Excel

Download raw submission data in an Excel format (CSV)
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Written by Craig Teegarden
Updated over a week ago