Dashboard
The dashboard provides a quick and convenient overview of your most important data.
The dashboard panel contains three parts:
- Charts on theOverviewtab provides a graphical representation of the benefits provided across your organisation. Select theExport to Pdfbutton to save all the charts on the dashboard overview to a .pdf file.
- TheOrganisation Overviewtab shows summary data that you can sort, filter, or export to Excel.
- Charts on theYear on Year Analysistab show a comparison of data between multiple years. You can check theView All Entitiescheckbox to show data for all reporting entities in your organization, or use theReporting Entitiesdropdown to select a specific reporting entity.tipYou'll need to clear theView All Entitiescheckbox to use theReporting Entitiesdropdown.
Many charts provide additional details:
- TheTaxable value by standard categorychart shows the five highest categories of benefits by taxable value. You can select an option with the dropdown for details about the categories.
- On bar charts, you can hover over a bar to show precise information about the data being measured.

- On pie charts, you can hover over a slice to show details. If you click a pie slice, the corresponding entry in the legend to the left is highlighted with a border. You can select multiple pie slices.
