Dashboard and Reporting

Dashboards are organized into three main categories to help users quickly locate and access relevant information:

1. Company-Wide Dashboards – Provide a holistic view of organizational performance and activities across all projects and departments.

2. Project Dashboards – Track and monitor progress, performance, and key metrics specific to individual projects.

3. Functional Dashboards – Focus on specialized business areas such as finance, participant impact, or internal team operations.

The diagram below illustrates this categorization along with examples of dashboards under each type.

To request a new dashboard, please follow the process outlined below. This ensures that your requirements are clear and can be implemented accurately.

Step 1: Raise a Ticket

1. Click on the Chat icon on the Samhita login page and select ‘Contact Site Support’.

2. A form will open in a new tab.

3. Fill out all relevant details in the form and submit.

Step 2: Key Points to Remember While Raising Dashboard Requirements

1. Provide clear requirements using simple visuals or mockups

   1. • Share a quick Excel dashboard mockup or a slide-deck style wireframe instead of vague descriptions.

      • Even a sketch with dummy data is helpful for understanding the layout and logic.

2. Define KPIs and formulas clearly

   1. • Include calculation logic, aggregation type, and units (e.g., %, count, ₹).

3. Specify metric definitions and chart logic

   1. • Mention statistical elements like quartiles, trend lines, or filters.

4. Understand the difference between a dashboard and a report

   1. • Dashboards provide at-a-glance metrics; reports may have detailed raw data tables.

5. SLA will be shared based on complexity

   1. • For urgent dashboards, turnaround time can be up to 2 working days.

📌 Example:

Below is an example of a simple Excel dashboard mockup that can be shared when raising a request.

1. Navigate & Log In to the Samhita Onboarding Platform: https://app.samhita.org/login  

2. Under the Home section, at the top of the screen, you will find the Samhita CGF Dashboard option.Click on it to navigate to the Dashboard Hub, which contains links of all dashboards in one place.

3. You will find the below dashboard. From the Dashboard Hub, you can:

   1. • Hover over the “i” icon next to any chart or metric to view its name.

      • Click on the dashboard name to be redirected instantly to that specific dashboard.

 Logging into Quicksight or Power BI Dashboards

• When you Open a  dashboard the sign in window will appear for ‘Quicksight’ or ‘Power BI’

• For Quicksight:

  • Click on Sign in again and add the Username and Password for the Account: mahitivm

• For Microsoft Power BI dashboard, sign in using the credential: 

  • Username: bi@samhita.org

  • Password: Text@1234

• Once the login is successful you will be able to View the Dashboard.

1.  After Signing in to the Samhita Platform. Navigate to Project Builder from Navigation menu on left side if the screen.

2. Add project name and click on search and open the project.

3. Click on the Project dashboard section from the navigation menu present on left of the screen.

4. To view dashboard on different tab click on the navigation icon and Sign in to the QuickSight by providing the username and password. 

1] Functionality of Different Tabs: 

The dashboard comprises various tabs, each designed to display specific sets of data. Simply click on the tab names to navigate through them. To illustrate this, let's take an example of the Onboarding dashboard and explore its tabs:

Overview: Provides key metrics for various project entities and tracks funds and ongoing projects on the Samhita platform.

Projects Overview: Displays detailed information on project status, timelines, and funds allocated.

Funds Overview: Details fund-related information such as commitments and disbursements by Funders and Implementation Partners.

Project Datahub: Presents detailed project reports including Project ID, name, status, and key interventions.

Partner Overview: Focuses on partner-related data, tracking the hierarchy of Implementation Partners, Agents, and Participants.

Participant Overview: Provides insights into participant demographics, enrollments, and total participants.

Stakeholder Overview: Offers detailed information on Funders and IPs on the platform, with separate reports for each.

Uniqueness Index: Analyzes data quality and uniqueness.

Geospatial Data Tab: Displays participant distribution state-wise with detailed reports on state, city, district, and IPs.

Similarly, in all other dashboards, tabs can be accessed to view specific datasets. Each tab features specific filters to help users interact with and customize the dashboard data. 

2] Filters

Filters allow you to customize the data displayed on your dashboard, enabling you to focus on the information most relevant to your needs. Below are the steps to apply and use filters effectively.

1. Locate the Filters Panel: The filters panel is located at the top of the dashboard and is labeled as "Controls." Click on the down arrow to expand the filters section.

2. Select Criteria: Choose the criteria you want to filter by. For example, you might select a specific date range, choose particular categories, or specify certain geographic locations.

Example Usage:

●   Date Range Filter: Select a start and end date to view data from a specific time period.

●   Category Filter: Choose categories such as project name, participant name, or implementation partner.

●   Geographic Filter: Select specific regions or locations to view data relevant to those areas, such as state filters.

3. Undo & Resetting Filters:

-        If you need to revert to a previous step, you can use the undo function.

-        If you want to remove all applied filters and view all data again, click on the reset icons located at the top of the dashboard, just below the dashboard title.

By using filters, you can tailor the dashboard to display only the data that is most relevant to your current analysis, making it easier to identify trends, spot anomalies, and make informed decisions.

Note: The dashboards come with date filters applied for the current financial year by default. Feel free to customize these filters according to your specific requirements.

3] Maximize View 

This feature allows users to expand metrics, charts, or reports for a larger view, enabling focused analysis on specific data or visualizations. By clicking the maximize icon, the selected item enlarges, temporarily hiding other elements on the dashboard. Users can easily minimize the view back to its default stage using the minimize icon. Below are the steps:

- When you click on any visual on top right of the visual double headed arrow appears which is labelled as Maximize.

- Click on Maximize icon to enlarge that visual temporarily and use the Minimize icon on top right to get back to its default stage.

4] Data Download

Data can be downloaded from the dashboard through two methods:

1. Downloading from Charts and Metrics: You can download summary data directly from charts and metrics. Follow these steps:

●        Click on any chart or metric.

●        In the options menu (typically represented by three dots), select "Export to CSV" to download the data in CSV format.

●       You can preview the data before downloading to ensure it meets your requirements &  You can download the data in CSV

2. Downloading from Reports: Reports allow you to download data in either CSV or Excel format. Follow these steps:

●          Click on the report (usually displayed in table format).

●          In the options menu, select "Export to CSV" or "Export to Excel" to choose your desired format.

●         Note that Excel may limit the number of records that can be downloaded, especially with large datasets. Therefore, it's recommended to use CSV format for downloading large datasets. Example of Data downloaded in CSV Format added screenshot below.

Note:

-       Regardless of the download method chosen, you can use filters to customize the data you want to download, ensuring that you only retrieve information relevant to your analysis.

-          The dashboards come with date filters applied for the current financial year by default. You can customize these filters according to your specific requirements.

i. Functionality of Different Tabs: 

The dashboard comprises various tabs, each designed to display specific sets of data. Simply click on the tab names to navigate through them. To illustrate this, let's take an example of the Onboarding dashboard and explore its tabs: 

• Project Dashboard: Shows overall progress of the project activities.

• Unit Level Data: Shows detailed information on each participant’s progress.

Similarly, in all other dashboards, tabs can be accessed to view specific datasets. Each tab features specific filters to help users interact with and customize the dashboard data.

ii. Filters

Filters allow you to customize the data displayed on your dashboard, enabling you to focus on the information most relevant to your needs. Below are the steps to apply and use filters effectively.

1. Locate the Filters Panel: The filters panel is located at the top of the dashboards.

2. Select Criteria: Choose the criteria you want to filter by. For example, you might select a specific date range, choose particular categories, or specify certain geographic locations.

3. Example of filter types:

• Date Range Filter: Slide to select start and end dates for time-specific data.

• Category Filter: Filter data by options like Block, Partner, or Certification Status.

• Numeric Filter: Set value ranges for fields like Pre-Test or Post-Test scores.

• Geographic Filter: Choose locations (e.g., villages) to view region-specific data.

4. Undo & Resetting Filters: 

• If you need reset all filters applied click on the rest button placed at the top right corner of the page..

• It will ask you whether you want to remove any changes you have done on the report simply click yes and it will reset all filters.

By using filters, you can tailor the dashboard to display only the data that is most relevant to your current analysis, making it easier to identify trends, spot anomalies, and make informed decisions.

iii. Focus Mode for Visuals

1. This feature allows users to expand any chart, metric, or report for a detailed view.

   1. • Click the Focus Mode icon on a visual to enlarge it.

      • Other dashboard elements will be hidden for a cleaner, focused view.

      • Click the Back to Report button (top-left) to return to the full dashboard view.

2. When you hover over any visual on top right of the visual focus mode icon is visible.

3. Click on focus mode icon to enlarge that visual temporarily and use the Back to report button on top right to get back to the dashboard.

iv. Zooming the Dashboard View

Users can zoom in or out of the dashboard using the zoom slider located at the bottom-right corner of the screen. This allows for better visibility of data and charts, especially when focusing on detailed visuals or working on smaller screens.

v. Data Download

• Data can be downloaded from the dashboard tables by following these steps:

• Hover over any table to reveal the three dots in the top-right corner of the visual.

• Click on the three dots and select “Export data”.

• This allows users to save the table content as an Excel (.xlsx) or CSV file for offline analysis or reporting.

Note: 

Regardless of the download method chosen, you can use filters to customize the data you want to download, ensuring that you only retrieve information relevant to your analysis.