Dashboard¶
The DataScribe Dashboard serves as your command center for all research data management activities. This central hub provides a comprehensive overview of your projects, recent activities, and key metrics while offering quick access to all platform features.
Dashboard Overview¶
The Dashboard is divided into several key sections:
- Navigation Panel: Access all platform features
- Activity Feed: Track recent changes and updates
- Quick Stats: View key metrics at a glance
- Recent Items: Access recently used data structures and travelers
- Team Activity: Monitor collaborator actions
- System Status: Check platform health and notifications
Navigation Panel¶
The left sidebar provides quick access to all major platform sections:
- Dashboard: Return to main overview
- Organizations: Manage team structure and permissions
- Data Structures: Access your folder hierarchies
- Data Travelers: Manage digital data collection forms
- Data Dispatch: Configure data transformation workflows
- Data Analysis: Access analytical tools and insights
- Settings: Configure your account and preferences
- Help Center: Access documentation and support
Activity Feed¶
The Activity Feed displays a chronological list of recent actions across your projects:
- Data structure changes
- New traveler submissions
- Completed analysis workflows
- Team member activities
- System notifications
You can filter the Activity Feed by: - Date range - Activity type - User - Project
Quick Stats¶
The Quick Stats section provides key metrics about your research data:
- Total data structures
- Active travelers
- Pending analyses
- Storage utilization
- Team collaboration metrics
Hover over any metric for additional context or click to navigate to a detailed view.
Recent Items¶
This section displays your most recently accessed:
- Data structures
- Travelers
- Analysis projects
- Reports
- Dashboards
Click any item to quickly return to your work.
Team Activity¶
Monitor your team's engagement with the platform through:
- Active team members
- Recent collaborator actions
- Pending approvals
- Shared items
System Status¶
Stay informed about platform operations:
- System health indicators
- Scheduled maintenance notices
- Feature update announcements
- Integration status
Dashboard Customization¶
Personalize your Dashboard to focus on what matters most to your research:
- Click the "Customize" button in the top-right corner
- Drag and drop widgets to rearrange them
- Add or remove widgets based on your preferences
- Configure widget settings for specific data views
- Save your custom layout
Available widgets include: - Calendar view - Project status - Timeline charts - Storage analytics - Team workload - Custom metrics
Creating Custom Dashboards¶
Beyond the main Dashboard, you can create specialized dashboards for specific projects or teams:
- Click "Create Dashboard" in the Dashboard dropdown menu
- Name your new dashboard
- Select a template or start from scratch
- Add relevant widgets
- Configure sharing permissions
- Save and publish
Dashboard Sharing¶
Share customized dashboards with team members:
- Open the dashboard you want to share
- Click the "Share" button
- Select team members or groups
- Set permission levels (View, Edit, Admin)
- Add an optional message
- Send the invitation
Dashboard Notifications¶
Configure alerts for important events:
- Click the bell icon in the top navigation
- Select "Manage Notifications"
- Choose which events trigger notifications
- Set delivery preferences (in-app, email, both)
- Configure notification frequency
Dashboard Export¶
Export dashboard data for reports or presentations:
- Click the "Export" button
- Select export format (PDF, PNG, CSV for data)
- Choose date range
- Select which widgets to include
- Generate and download the export
Next Steps¶
From the Dashboard, you can: - Create or manage organizations - Develop data structures - Design data travelers - Configure data dispatch - Perform data analysis