Customise your indicators and dashboard

With each new feature that we introduce to Community Insight, we give you as much flexibility and control over how you use the tool as possible. So we’re really pleased that we have now added a new feature that lets you:

  •  Add, remove and edit the themes which indicators appear under
  • Choose which indicators appear in which theme
  • Choose which indicators appear on the map
  • Choose which indicators appear on the dashboard
  • Choose where your custom indicators appear

Once you are set up using custom themes and indicators, you could start using them to

  • Organise your themes according to your organisation’s current strategic priorities.
  • Compare how your stock groups fare against the key indicators for the particular project you are working on using the dashboard
  • Move indicators around so that the categories make better sense to you and your team
  • Display the indicators that you need on the map.

As with everything in Community Insight, we have kept the process as simple as possible, and you can be set up using custom themes and indicators before you know it. The Group Admins for your organisation will have access to setting up custom themes and indicators

Step 1: Start using ‘Manage themes’

In the admin tab, scroll down to ‘Manage themes’ and give it a click. If you haven’t used custom themes before, you will see a ‘Start using custom themes’ button. Go ahead and give that one a click too.

Step 2: Adding, editing and deleting themes

Through using the themes section on the left hand side of the screen (see Figure A), you can:

  • Change the order of the themes (see A1). These changes will immediately be reflected on the maps page and the dashboard.
  • You can also start editing the names of themes, to make them more meaningful for you (see A2),
  • Add in completely new themes (see A3), and delete unwanted themes (see A4).
  • If you delete a theme that holds some indicators within it, these indicators will be moved to the Unassigned category (see A5) and will not appear on the maps page or on the dashboard. However it is easy to drag them into new themes.
  • As we add new indicators to the system, they will first appear in the Unassigned category, so that you can allocate to the appropriate theme.
  • You can revert back to default themes and indicators through clicking the Reset All button (see A6).
Figure A:

Step 3: Choose which indicators appear on the map and on the dashboard

When using custom themes, you can choose which theme indicators appear in & also the order, including any custom datasets you have imported using Upload your data. This is controlled through the indicators and custom data box on the right hand side of the screen (see Fig B).

  • Move indicators around within a theme to change the order that they appear in on the map.
  • Change which theme indicators appear in, by dragging and dropping indicators into any theme you wish.
  • You can also move your custom data sets around themes. These are indicators that you have uploaded yourself. Custom datasets are differentiated from the standard indicators in Community Insight through the coloured tab (see B1), which is orange rather than blue for custom datasets.
  • Select which indicators you want to display on the maps and the dashboard by selecting or deselecting the tick boxes (see B2)

Please note…

  • Empty themes will not display on the maps page or the dashboard.
  • You can have an unlimited amount of indicators on your dashboard.
  • Custom datasets currently do not appear on the dashboard, but do on the maps.
  • Indicators that are Unassigned cannot appear on the maps and dashboard. You’ll just need to move them into a different theme.

Figure B: