Creating Custom Dashboards
Dashboards in Unifize enable users to easily visualize live process data, monitor operational performance, and drive better decisions with real-time insights.
Whether personal or shared, dashboards provide a flexible way to organize and display key metrics, making it easy for teams and leadership to stay aligned.
Use Dashboards to visualize key metrics from your processes, track performance, and make data-driven decisions inside Unifize.
What does it do?
Dashboards allow you to group interactive, real-time charts and KPIs into a single view.
These visualizations pull live data from Unifize checklists and records, helping teams monitor workflows, track compliance, analyze trends, and drive better decisions.
Why use it?
Use Dashboards when you need to:
Monitor compliance, approvals, overdue actions, training status, or other critical workflows.
Give teams or leadership real-time visibility into key processes.
Track performance across multiple checklists and display a summary view of operations.
How it works
To create a dashboard, you’ll first need to create one or more charts.
Each chart pulls data from a saved report and can be visualized as a pie chart, bar graph, column chart, table, or KPI.
Once you’ve created your charts, follow these steps to assemble them into a dashboard:
Navigate to the Dashboards section from the left-hand menu.
Click + Create New to start a new dashboard.
Enter a Dashboard Title (e.g., "CAPA by Status", "Training Completion by Owner").
Click + Add a Chart, then select from your existing saved charts.
Repeat to add additional charts or KPIs as needed.
Drag and reposition charts to customize the layout.
Click Save.
Who can create Dashboards?
Admins can create shared dashboards accessible to teams, departments, or the entire organization.
Dashboards can be private, shared with specific groups, or made public across the org.
Where dashboards appear
All dashboards you create are listed under the Dashboards tab.
You can pin dashboards to your Home Screen using Org Settings.
Clicking on any dashboard opens a combined view:
The chart visualization at the top
The underlying report data below it
This lets you explore summarized and detailed views at once.
Best Practices
Start with a clear report and chart for each metric you want to visualize.
Use KPIs for high-level numbers like overdue actions or open CAPAs.
Group related charts by process (e.g., QA, Production, Audits).
Name dashboards consistently so teams can quickly find the right views.
Custom Dashboards in Unifize let you assemble saved charts into powerful visual summaries that reflect your process data in real time.
By first creating charts and then combining them into dashboards, you create focused, flexible views that help teams align around performance and action.
Clicking into a dashboard gives you a combined view of the chart alongside the live report, making it easy to both visualize and explore your operational data in one place.
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