Once you have your program up and running, one of the next most important steps is to understand how it is performing. We make this easier with access to a variety of different metrics and visualizations of your program data in the Reports section. However, sometimes you might want to build your own report to tailor your experience even further, now with our Reporting Dashboard, you can!

To access your dashboard first head over to the Reports section. Once you do, you should automatically load up the default dashboard created for you by Together:

From here, you will see a number of different things, we will cover each in more detail below:

• Filter options: by program and/or by date
• Categorize By
• Your data/graphs

Filter Options:

In each of the report tabs, you will have a few filter(s) to help break down your data further. The two main filters we support are filtering by a specific program(s) and filtering across a date range.

To implement each, simply click on the text box for the relevant filter, and select the program(s) and/or date range that you would like to filter by:

Note: you can use both of these filters in combination with one another. For example, you might want to filter by one specific program, but only for results within the last month.

Views:

Within the Dashboard and Registration Report, you have the ability to toggle between two different views of your data:

• Registered: this filter will show all users who are currently registered and active participants (not paused) in your program. It will exclude any users who may have been registered at one point, but since have left your organization or the program.
• Removed from program or paused: this filter will show all users that have been removed from the program or who have paused their participation.
• All: this filter will show an all-time view of your data. It will look over all participants, regardless if they're currently active in the program or not to give you a good understanding of the impact of your program throughout its existence. 

Group By Reports:

You may also filter your data on your Dashboard by a variety of different custom fields. To do so, click on the Categorize By filter and select your field, in my case, I am going to filter by Region:

Curious how you might add custom fields? Custom fields can be included within your organization's HRIS integration with Together, or added to your CSV when you upload users to your User Table.

Some examples include Department, Start Date, City, etc. Once you select the field you would like to group by, your dashboard will reload and display a selection of various templates grouped by that field. For example, Cumulative Registrations Over Time by Department.

To exit this view and return to your main dashboard, simply click the X button to remove the field from the Categorize By list:

Your Data:

Here is where you can view all of your organization's most relevant data. By default, there will be a few charts, metrics, and tables displayed here for you. However, you are free to add, remove, or edit these options as you see fit. 

We will dive into how to edit your dashboard in more detail below:

First, you will need to click the blue Edit button in the upper right-hand corner to get started:

Once you click Edit, you will see an option to + Add chart and save by clicking Done.

Once you have decided on a chart you would like to add, simply select it to have it automatically added to the bottom of your dashboard.

Moving & Removing Data:

If you would like to move or delete any of these tiles, you can easily do so by clicking on the tile while in Edit mode. Don't forget to click Save.

Have more questions? Submit a request here and let us know how we can help!