Who this article is for: Authority Users
Overview
The dashboard is the first screen you see after logging in to SwiftComply as an organization user. It provides an at-a-glance overview of your program through customizable widgets. You can use the default dashboard or create your own custom dashboards tailored to your needs.
To access the dashboard, click Dashboard on the left Navigation panel in SwiftComply.
Understanding Dashboard Widgets
The dashboard uses a widget-based system with three types of widgets:
Widget Type | Description |
Chart | Displays data as a bar chart, donut chart, or pie chart. Useful for visualizing compliance rates and distributions. |
Table | Shows data in a customizable table with configurable columns. Useful for listing specific records. |
Text | Displays a single numeric value or count. Useful for quick metrics like total assemblies or overdue reports. |
Using the Default Dashboard
The default dashboard displays system-provided overview widgets that give you a quick summary of your program status. Available chart data sources include:
Assembly Compliance Rate
Compliance Distribution
Incomplete Assemblies
And additional report types
💡 The default dashboard is a good starting point. Once you are familiar with the data, consider creating custom dashboards focused on the metrics most important to your role.
Creating a Custom Dashboard
Custom dashboards let you build a personalized view of your program data.
Click Add New Dashboard.
Enter a name for your dashboard.
Add widgets by selecting the widget type (Chart, Table, or Text).
Configure each widget with your desired data source and display options, then click Set Widget.
Arrange widgets by dragging them to your preferred layout.
Save the dashboard.
📝 Custom dashboards are visible only to the user who created them. Other users in your organization cannot see your custom dashboards.
Editing a Custom Dashboard
Select your custom dashboard from the dashboard dropdown menu.
Click the pencil icon to enter edit mode.
Drag and resize widgets to adjust the layout.
Add or remove widgets as needed.
Click Save to apply your changes.
Deleting a Custom Dashboard
Select the custom dashboard you want to delete from the dropdown.
Click the Pencil Icon to edit, then select the red trash icon.
Confirm the deletion when prompted.
⚠️ Deleting a custom dashboard is permanent and cannot be undone. The default dashboard cannot be deleted.
FAQ
Q: Can other users see my custom dashboards?
A: No. Custom dashboards are private and visible only to the user who created them.
Q: Can I modify the default dashboard?
A: No. The default dashboard is system-provided and cannot be edited. However, you can create custom dashboards with your preferred layout and widgets.
Q: What data can I display in chart widgets?
A: Chart widgets can display data from various report types including Assembly Compliance Rate, Backflow Assemblies Replaced, Compliance Distribution, and other available data sources.
Q: Is there a limit to how many custom dashboards I can create?
A: There is no hard limit documented. Create as many as you need to track different aspects of your program.