Handshake created dashboards use a consistent interface for reviewing data across Handshake. While the content varies by dashboard, the navigation pattern remains consistent.
This article explains where to find these dashboards and how to navigate their filters, pages, field switchers, tiles, and actions.
Where are Handshake created dashboards located?
Handshake created dashboards appear in three places: the Insights Hub, specific feature pages, and your homepage.
How do I find dashboards in the Insights Hub?
On the Insights page, under the Hub tab, dashboards are available in the Handshake - Dashboards folder.
How do I find dashboards on a specific feature page?
Some features in Handshake include an Analytics button in the upper-right corner of the feature's overview page.
Clicking Analytics redirects you to the dashboard for that feature. These features include:
- First Destination Responses
- Collections
- Employers
- Appointments
How do I find dashboards on my homepage?
Your homepage includes a "Tell your story" section with dashboard tiles, such as Appointments, Fair check-ins, and Event check-ins. This section also includes a link to view the full executive report.
Note: This section is currently in beta and is not yet available to all users.
How do I navigate a Handshake created dashboard?
Every Handshake created dashboard includes the same core navigation elements: top-level filters, pages or tabs, field switchers, dashboard tiles, and the Explore action.
What are top-level filters on a dashboard?
Top-level filters are located at the top of the dashboard. These filters apply to the entire dashboard unless a page or tab specifically states otherwise.
Top-level filters affect:
- Every page or tab in the dashboard
- Every chart, graph, or table on the dashboard
What are tabs or sections on a dashboard?
Some dashboards are divided into tabs so related metrics are grouped together. For example, one tab may show summary data while another tab focuses on a specific workflow or outcome area.
Other dashboards are divided into sections on a single page. These dashboards include a "Jump to a Section" area near the top, with a button for each section, such as Student Overview, Applications, or Appointments. Clicking a button scrolls you to that section of the dashboard.
When you switch to a different tab or section, the top-level filters you already applied continue to apply unless the dashboard states otherwise.
What is a field switcher and how is it different from a filter?
Some dashboards include a field switcher inside a dashboard section. A field switcher may appear similar to a filter; however, it functions differently:
- A filter changes which records are included in the dashboard results.
- A field switcher changes how the included data is displayed or grouped.
For example, on the Military Outcomes table, a field switcher lets you change the Military Attribute from Military Branch Name to Military Rank Name.
Changing a field switcher does not remove or replace the top-level filters already applied to the dashboard.
What is a dashboard tile?
Each chart, graph, or table on a dashboard is a separate dashboard tile. Every tile highlights a specific metric or view of the data.
Depending on the tile, you can hover, click, or open additional options to view more detail.
What actions can I take on a dashboard tile?
Most dashboard tiles include a three dots menu with additional actions. These actions may include:
- Explore
- Download
- Alert
- Schedule Delivery
- Copy
What does the Explore action do?
Most dashboards include an Explore action in the upper-right corner of the dashboard. Explore allows you to add fields and filters to build a more specific view of the data for your needs.
Note: The Explore action does not appear on the Collections dashboard because the fields on that dashboard are pre-selected and cannot be customized.
To create a saved custom report or dashboard from Explore, refer to Insights: How to Create a Custom Report and Dashboard.