Manage custom reports

Add, edit, or remove custom data to your analytics within the ValidMind Platform.

Visualization configuration options

• A visualization is a custom reporting widget that retrieves data on your metric of choice.
• Depending on the visualization type, the retrieved data can also be grouped and/or filtered.

Important Bar Chart

Metrics

The record or artifact field that the visualization should retrieve data for:

• For string type fields, you can retrieve a Count or Count %.
• For number type fields, you can retrieve any of the following: Count, Count %, Sum, Average, Min, Max

Grouping

The record or artifact fields that the visualization should group the data by.

• Click Add to apply a grouping.
• For bar charts, you are able to group by up to two fields. Click to swap the x-axis and y-axis for the groupings.

Filtering

The filters that the visualization should apply to the retrieved data. You are able to set both AND or OR conditions.

• Click Rule to add an independent rule.
• Click Group to add a linked group of rules that all must be true to qualify.

Sorting

Sort your data by your chosen metric or grouping in descending or ascending order.

Bar Chart Grouping Style

Configure how the groupings are displayed:

• Stacked — Groups will display stacked in one vertical column.
• Grouped — Groups will display in side-by-side columns.

Important Pie Chart

Metrics

The record or artifact field that the visualization should retrieve data for:

• For string type fields, you can retrieve a Count or Count %.
• For number type fields, you can retrieve any of the following: Count, Count %, Sum, Average, Min, Max

Grouping

The record or artifact fields that the visualization should group the data by.

Filtering

The filters that the visualization should apply to the retrieved data. You are able to set both AND or OR conditions.

• Click Rule to add an independent rule.
• Click Group to add a linked group of rules that all must be true to qualify.

Important Counter

Metrics

The record or artifact field that the visualization should retrieve data for:

• For string type fields, you can retrieve a Count or Count %.
• For number type fields, you can retrieve any of the following: Count, Count %, Sum, Average, Min, Max

Filtering

The filters that the visualization should apply to the retrieved data. You are able to set both AND or OR conditions.

• Click Rule to add an independent rule.
• Click Group to add a linked group of rules that all must be true to qualify.

Color

Set the display color for the counter.

Prerequisites

• You are logged in to ValidMind.
• You are a Customer Admin or assigned another role with sufficient permissions to perform the tasks in this guide.¹

¹ Manage permissions

Add custom analytics

To supplement the default reports with your own custom reports, first create a custom analytics page, then add your custom visualizations:

1. Create an analytics page

1. In the left sidebar, click Analytics.

2. Click Add Page.

3. On the Add New Page module, enter the following:

   • Page Name
   • Description (optional)
   • Visible to Roles (optional) — Select one or more organization roles to limit who can see the page. Leave empty to make the page visible to everyone in your organization.

4. Click Add New Page to create your custom analytics page.

2. Create a visualization

If your analytics page is newly created, skip to Step c.

1. On Analytics, click on the tab for your custom page you’d like to add a visualization (widget) to.

2. Click Edit Dashboard.

3. Select Add Widget then Add Visualization.

4. On the Add Visualization panel, enter your Title.

5. Select a Visualization Type:

   • Bar Chart
   • Pie Chart
   • Counter

6. Select a Dataset:

   • Artifact² - {Type} — Logged artifacts scoped to only the specific artifact {Type}.³
   • Inventory Record - {Type}⁴ — Logged records scoped to only the specific record {Type}.⁵
   • Inventory Record Stage Durations — Data on the duration inventory records spend in each stage.⁶
   • Inventory Segments - {Segment} — Inventory records matching a published segment.⁷

7. Select the visualization configuration options to apply to the dataset.⁸

8. When you are done configuring your dataset, click Add Visualization to insert your custom widget onto the analytics page.

² Working with artifacts

³ Manage artifact types

⁴ Working with the inventory

⁵ Manage inventory record types

⁶ Manage record stages

⁷ Manage inventory segments

⁸ Visualization configuration options

Restrict an analytics page to roles

Custom analytics pages can be limited to selected organization roles, so that a page only appears on Analytics for the users who need it.

NoneHow role visibility is applied

• Leave Visible to Roles empty to make this available to everyone in your organization. This is the default.
• Only organization roles can be selected,⁹ not record stakeholder types.¹⁰
• Customer Admin users are not affected by role restrictions — they continue to see everything shared with the organization.
• Whoever published it keeps access, even if their own role isn’t among the selected roles.
• If every role a restriction relies on is later deleted, it stays hidden rather than becoming visible to everyone. An admin can still reach it to adjust the roles or unpublish it.

¹⁰ Manage record stakeholder types

⁹ Manage roles

ImportantThe default analytics page is always visible to everyone.

Because the default page is every user’s fallback, it cannot be restricted to roles — the Visible to Roles option is not offered when editing it.

To change who can see an existing custom page:

1. On Analytics, click on the tab for the custom page you want to change.

2. Click Edit Dashboard.

3. Click Details.

4. Add or remove roles under Visible to Roles, then click Save Changes.

Edit custom analytics

1. On Analytics, click on the tab for your custom page you’d like to edit the visualization for.

2. Click Edit Dashboard.

3. Hover over the visualization you’d like to modify.

4. When the icon appears, click on it and select Edit Visualization.

5. When you are finished with your adjustments, click Save Visualization to apply your changes.

Remove custom analytics

ImportantDeletion of customized report setup is permanent.

Removing a custom analytics page or visualization cannot be undone.

You can either delete a entire custom analytics page, or remove a single custom visualization:

1. In the left sidebar, click Analytics.

2. Click on the tab for your custom page or visualization you’d like to delete.

3. Click Edit Dashboard.

Delete analytics pages

1. Select Delete.

2. Click Yes, Delete Page to confirm permanent deletion of that page.

Delete visualizations

1. Hover over the visualization (widget) you’d like to remove.

2. When the icon appears, click on it and select Remove.

3. Click Yes, Delete Visualization to confirm permanent deletion of that visualization from all pages and dashboards.