Use dashboards

A dashboard keeps the charts and totals you use often in one place. You choose what to show, which dates to use, and which departments to include. Your saved dashboard is personal to you.

For example, use a position dashboard to follow vacancies, a budget dashboard to review planned costs, and a compensation dashboard to review employee costs. Run a report when you need a downloadable result that keeps the numbers from that run.

Choose a dashboard area

Open Dashboards inside the area you want to review.

Your permissions determine which departments and amounts you can see. Financial dashboards are part of Workforce Budgeting.

Each area offers its own widgets. You cannot move a dashboard between work areas.

Create and manage a dashboard

1. Open Dashboards in the chosen area.
2. Open Actions > Create dashboard.
3. Enter a useful name, such as Outpatient Services staffing review.
4. Select at least one widget and use the up and down arrows to arrange the selected widgets.
5. Select Create dashboard. Your new dashboard opens. Use Filters to choose its dates, departments, and job classifications.

A widget is one chart or summary. The widget guide explains the choices.

Choose a dashboard in the selector to open it automatically. FTE Tree remembers your selection separately for each work area, including after you sign out and return. A direct link opens the dashboard named in that link. Your default, marked (default), opens when you have no remembered selection or the selected dashboard has been deleted.

Open Actions > Edit dashboard to change the selected dashboard. Choose Actions > Set as default to choose the dashboard that opens by default, or Actions > Delete dashboard to remove a dashboard. The current default cannot be deleted: choose another default first. You must keep at least one dashboard.

Your changes do not rearrange anyone else’s dashboard.

Customize widgets and chart views

1. Open Actions > Edit dashboard.
2. Change the name if needed, and select the charts or summaries you want.
3. Move selected widgets up or down into a useful order.
4. Select Save dashboard, or Cancel to return without saving.

Editing the dashboard keeps its saved dates and filters. Use Filters to change those choices. If another tab saved a newer layout, reload the editor before trying again.

The small view controls on a chart save their changes immediately on that dashboard. Another dashboard can use different chart styles.

Current and fixed dashboards

Open Filters to choose what you want to review.

Select Apply filters to keep your choices. Clear returns to Today, Last 12 months, Monthly, and all permitted departments where those choices apply.

Only controls needed by your widgets appear. Dates must be within the organization’s allowed history.

Above the widgets, As of shows the date for staffing balances. Trend period shows the range for charts and financial totals, and Frequency shows how often chart points appear. Department and job-classification fields show which records are included.

Changing a dashboard date does not change a record’s start date. It changes which information you are looking at.

Read charts and exact values

Choose Bars to compare totals from zero. Choose Line to make smaller changes easier to see. A line chart may start its scale above zero, so read the scale before judging the size of a change.

Loading chart… means the chart is still being displayed. Summary totals may already be visible.

Select Show details for the exact numbers. A gap means a value is unavailable. A zero means the calculated result is zero.

A staffing trend shows how much FTE was approved or assigned at each date. Do not add monthly FTE together as if each month were another position.

Budget and compensation trends show costs for the days included in each period. With unchanged yearly compensation of $72,000, Avery’s January 2027 cost is $6,115.07 for 31 days; February is $5,523.29 for 28 days. A partial period includes only its selected days, and changes to pay or staffing take effect on their actual dates. Summary and breakdown dollars cover the full selected date range.

Check results before sharing

The refresh status shows whether the displayed results are current, updating, or could not be refreshed. Where a completion time is available, Refreshed includes that date and time. As of tells you which date the records describe; it is different from the time the calculation finished. During an update or failure, the displayed completion time identifies the earlier result.

Read the calculation status and how many positions have enough information to calculate. Provisional means the displayed subtotal may leave out positions with missing information. Open those positions before treating that subtotal as the whole department’s cost.

Wait for current calculations before reviewing recently changed financial information. Follow any calculation status message when a result is unavailable.

Choose Browse reports when you need a file. Downloading requires the matching export permissions and the viewing permission for the information in it.

Show targets beside summaries

A matching workforce rule marked Include in budget comparisons automatically appears beneath its FTE measure. Trend charts compare the budget effective at each period end. If several budgets match, review the rules to resolve the choice. Add Rules and budgets in Actions > Edit dashboard for a separate comparison of named requirements. You need access to workforce rules and their measured information. Changing your dashboard does not change how workforce requirements affect a request.

Use Compare with rule targets to understand matching dates and departments, period requirements, and unavailable results.

Form choices

Use this reference to choose form values. Available choices depend on the task, selected date, and your access.

Effective date

Choose whether the dashboard follows the current date or stays on a chosen date.

Today is useful for routine monitoring. A specific date is useful when reviewing a known point in time, but a saved dashboard is still a view of information available to it. Use a completed report when you need a saved result that will not change as records are updated.

The displayed date stays visible with Historical view or Future view when appropriate. Return to today opens a current view while keeping the other filters. To make Today the dashboard’s saved date choice, select it in Filters and choose Apply filters. If a Today view remains open overnight, choose Refresh to view today to update it for the new day.

Period

Choose a rolling recent period or enter a custom date range.

A rolling period moves when its end is Current. A specific end keeps the relative period anchored to that date. A custom range uses the dates you enter.

Cadence

Choose how frequently the trend is sampled.

Cadence groups dollar costs into the selected weeks, months, quarters, or years. FTE and people counts remain balances at each period’s final included date. Dollar summaries and breakdowns use the complete selected date range.

Optional practice: make dashboards for the yearly review

For exercises that change records, use a separate practice organization and complete the preparation below.

Practice steps and checks

Complete the budget and pay walkthrough first. Then try the areas you are allowed to use:

1. In Position control > Dashboards, create a staffing dashboard for Outpatient Services on January 1, 2027. The coordinator position should show 1.0 approved FTE, 1.0 assigned FTE, and no vacancy.
2. In Labor budget > Dashboards, select January 1 through December 31 and review the budget for Outpatient Services. The example position contributes $84,000 for the full year.
3. In Compensation > Dashboards, select the same full-year range and review employee costs for Outpatient Services. With the original salary unchanged all year, Avery contributes $72,000. If you entered the walkthrough’s July 1 raise, the full-year cost is $73,814.79.
4. If you can view both financial areas, add the budget-and-compensation comparison widget. The difference is $12,000 with the original salary unchanged, or $10,185.21 with the July 1 raise.
5. Reopen a saved dashboard and check that your date and filters were kept.

Keep other practice positions out of the comparison or allow for their amounts in the department total. Try moving or removing a widget, then use the widget guide when you want to add another measure.