State of Wisconsin Department of Health Services

Release 23-03 November 10, 2023

9.1.2 Dashboards

(Video instructions available: Viewing a Published Dashboard)

The dashboard is where the real time statistics are available, including both published widgets and editable widgets provided through Genesys templates. 

Published dashboards are developed by the agency supervisor or administrator and can be shared with others. Other dashboards are developed and loaded specifically for IM agencies. Dashboard templates will automatically populate with widgets once created.

You can either create a new dashboard by selecting “Blank Dashboard” or find a published dashboard by selecting “Environment.” 

To view a published dashboard: 

1. Select Environment and open the folders to find the report to run.
2. Select the dashboard name and select Open. A popup displays stating that this is a published dashboard. Select Ok.
3. The dashboard opens. 
   • Select a widget to re-order the data for that widget from low to high or vice versa. Select the main widget to reset. 
   • Shift the widgets by selecting and dragging.

Other actions can be completed with a published dashboard by selecting the three dots on the dashboard tab. From here you can:

• Add a widget: Add a widget to that dashboard.
• Customize: Rename the dashboard and add a description.
• Clone: Create an editable copy of the dashboard.
• Update Shared Copy: Update the shared copy of the published dashboard so anyone who accesses the dashboard can see this version.  Please do not update an existing template.
• Save as: Save a copy of the dashboard to change without updating the published dashboard for others.
• Download: Download the dashboard in a format that can only be opened in Genesys. 

Selecting the three dots on the top right side of the widget provides more options:

• Expand to tab: Expands the widget in another tab to show additional statistics including:
  • Time tracking
  • Grouped bar
  • Stacked bar
  • Data (standard way of seeing the statistics)
• Edit: Provides all the specific criteria of the widget and customizes it
• Clone: Creates an editable copy of the widget.
• Delete: Deletes the entire widget. 
• Download Widget: Downloads the widget in excel format with current point-in-time data.

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Publication Number: P-03208