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Project dashboard

Learn about how to use the dashboard and what data you can view to make the best next step

Updated yesterday

The Dashboard is intended as an entry point of a project where admins can easily discover their next move forwards. It displays vital data across various graphs and tables that highlight where and how project activity is changing.

You will find tabs along the top of the dashboard that all contain relevant data from participant activity to document engagement.

Activity tab

The Activity tab is designed to provide essential metrics regarding user activity within your room. These metrics include logins, interactions with documents, and more, offering insights into user engagement and progress over selected time frames.

Controls over widgets

Within the Activity tab, there are global controls and inputs that affect all the widgets below. These are:

  • Date picker

  • Group selector

Date picker

Allows selection of the desired date period for the dashboard. This is helpful for seeing the progress of a project or catching up on what happened most recently. Just select your period from the dropdown and from the beginning of its creation right up to the last week.

Group selector

Enables selection of groups of interest. By default, all groups, except admins, are selected.

Onboarding funnel

This widget displays the progress of user invitations to login activity, highlighting any bottlenecks in the process. Users are categorized based on their status in the onboarding funnel: invited, signed in, engaged, and idle.

Summary by groups

This widget showcases the most active groups in comparison to others, along with the number of logged-in users. It provides a breakdown by user groups according to their activity level within the selected time frame.

Dynamics of activity

This widget offers an overview of room activity based on users' engagement within the selected time frame.

It aggregates data by groups (up to ten) and presents it relative to the chosen time frame dates.

Groups overview

This widget provides insights into groups' activity by displaying overall group logins, document accesses, and similar metrics for each user within the selected group. It aims to present general information about users within the group, including the number of users and their interactions.

Documents tab

The Documents tab will give you valuable insight into how your project's documentation is being used by your participants. This helps you understand which documents are engaging and which may need some greater attention.

Group selector

Enables selection of groups of interest. By default, all groups, except administrators, are selected.

💡 This filter affects all the widgets below.

Document type funnel

This chart displays all the types of file currently in your project. Hover over each color block for a tooltip with granular information.

Number of files

This widget allows you to break down the files by type of interaction by groups selected.

The settings you can select in this widget are as follows:

  • View: number of individual views from participants in the group.

  • Downloads: number of unique downloads by participants in the group.

  • Prints: number of unique prints by participants in the group.

Folder and file activity table

This table displays folders or files according to the number of Actions and Last activity. Actions are defined as unique views, downloads, or prints. Use the By folders / By files switcher to change what the table contains: your folders or your files, accordingly.

Group and participant table

The group and participant table gives you the percentage of total access available per group and participant. As well as the number of files accessed and most recent activity.

Q&A tab

The Q&A tab aggregates data on all Q&A activity within your project. It helps administrators identify areas that require attention, such as bottlenecks where many questions remain unanswered.

The tab is visible to all project administrators, even if they don’t have access to the Q&A section. It is available only for projects where Q&A is enabled and there is no date picker is available for this tab.

Q&A on

The Q&A on dropdown allows selection of question teams — both active and deleted.
You can also select all active or all deleted teams at once.

💡 This filter affects all widgets in the tab.

Questions overview

Displays the total number of questions and their statuses since Q&A was enabled in the project.


Statuses are consistent across all widgets and the Question teams table:

Status

Source statuses

Submitted

Question submitted

Processing

Answer proposed, Answer rejected, Question assigned, Awaiting approval

Answered

Answer submitted

Closed

Question closed

This section helps administrators identify where questions are accumulating and where action may be required.

Summary

Highlights the most active question teams and shows how their questions are distributed across statuses.

Both active and deleted teams are included — deleted teams are displayed in a lighter color (gray).

Use the dropdown to switch between viewing by Question teams or Categories.
Hover over the chart to view detailed counts.

Linked documents table

Lists files and folders linked to Q&A questions. (Attachments added directly to questions are not included.)

Columns:

  • Index – file or folder index (hidden if Automatic document indexing is off)

  • Name – file or folder name

  • Questions – number of questions linked to the file or folder

You can switch the view between Files and Folders.
Click a column header to sort, or click a file or folder name to open its location.

Question teams / Categories table

Shows how questions are progressing across each team (or category, when selected).


Both active and deleted teams are displayed — deleted teams appear in gray.

Columns (left to right):

  • Total – sum of all questions (Submitted + Processing + Answered + Closed)

  • Submitted, Processing, Answered, Closed – each cell shows both the count and the percentage of that team’s total (e.g., 7 (28%)).

  • Attachments – number of linked files visible to the user in Q&A.

Each team row also includes a Last session line, showing when the team was last active.
Click any column name to sort the table.

Export

Click Export to download an XLSX report that mirrors the Q&A dashboard tables.

The file includes two worksheets:

  • Q&A summary (teams)

  • Q&A summary (categories)

You can choose which groups to include before exporting.
Data is aggregated according to your selection.

XLSX content includes:

  • Question team / Category

  • Total (Submitted + Processing + Answered + Closed)

  • Follow-up (count)

  • Submitted

  • Processing

  • Answered

  • Closed

  • Attachments (count)

  • Last session (UTC, teams summary only)

The report contains data from the entire project lifecycle since creation.

Activity log entry

Within the Activity log, you will find each export logged under Reports → Report exporting.

Details:

  • Report type: Q&A activity

  • Question teams: [selected teams]

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