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How to Use the Dashboards Page

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Written by Dilini Wijenayaka
Updated yesterday

This page allows you to create and explore a variety of charts that visually represent key aspects of your organisation’s workforce data including gender representation, compensation, pay equity, turnover trends, and salary benchmarks.

Dashboards are designed to help you uncover insights, track progress over time, and support data-driven decision-making across your organisation.

Before you start

To ensure your charts display complete and accurate data, make sure your HR and payroll systems are connected to LiveRem.
Need help? Check out our Integration Guide.

Dashboards List

On the Dashboards list page, you can:

  • View all existing dashboards within your organisation

  • Create and manage up to 10 dashboards per organisation

  • See who created each dashboard

  • View the permission level assigned to each dashboard

  • Check who last updated it, along with the date and time of the update

Create a new Dashboard

To add a new dashboard, click the Create Dashboard button. A pop-up will appear where you can:

  • Enter a name for your dashboard

  • Add a description (optional)

  • Set access permissions for others in your organisation

You can choose from three permission levels:

  • Private to Owner (default) – Only you can view and edit the dashboard

  • Everyone - View Only - All users can view, but only you can edit

  • Everyone - View and Edit - All users can view and make changes

This helps you control who can collaborate on or see the dashboards you create.

Update Dashboard Details

Once you’ve opened a dashboard, click the Actions dropdown and select Dashboard Details to edit or update the dashboard’s name, description, or permissions.

Export Dashboard

You can easily export your dashboard in the following formats:

  • PDF - Standard layout of the full dashboard

  • PDF (Single Column Layout) - A vertically stacked version, ideal for printing or sharing

  • ZIP of Images (PNG format) - Each chart is exported as a separate PNG image, packaged in a zip file

Use the Export option to select your preferred format and download the dashboard content.

Set a Default Dashboard

  • You can set any dashboard you’ve created as your default dashboard

  • Your default dashboard will appear on your Overview screen

  • This ensures you always see the most relevant data when you log in

Delete a Dashboard

If you no longer need a dashboard, you can easily delete it

  • By opening the dashboard and click the Actions dropdown

  • Select Delete to remove it permanently

⚠️ Note: Deleted dashboards cannot be recovered, so make sure you no longer need the data before deleting.

Duplicate a Dashboard

Use the Duplicate option to create a copy of an existing dashboard. This is useful when you want to

  • Reuse the same chart layout or structure

  • Make changes without affecting the original

  • Create variations for different teams or reporting needs

The duplicated dashboard will include the same charts and settings, which you can then customise as needed.

Add a New Chart

Note: You can create up to 10 charts per Dashboard.

When you open a newly created dashboard, you can add charts using either:

  • The Add Chart button at the top

  • The Add chart to dashboard button inside the dashboard view

  • Clicking either button will open the Add chart to dashboard pop-up

  • From there, you can browse and select from the available charts to add to your dashboard

Choose a template

  • Use the search charts to quickly find the chart template you want

  • The list will automatically filter as you type, making it easy to locate specific charts

  • You can further refine your results using the Filter by Metrics dropdown to narrow down charts by specific categories

Customise Chart Settings

Once you select a chart template, you’ll be taken to the Template Settings screen. Here, you can apply filters to make your chart show the most accurate and relevant data for your organisation.

Note: Available filters depend on the selected chart template.

Here’s a breakdown of the available settings to help you customise your chart

Basic Settings

  • Name - Enter a name for your dashboard so your team can identify it later

  • Description - Brief explanation what the chart shows or its purpose.

  • Rows - Choose how many job titles to display. Useful for focusing on top results or expanding for broader insights.

  • View By - Group data by Job Title or Department (default is Job Title).

Market Filleters

You can use these filters to tailor the market data comparison to your organisation’s context

  • Community - Select a specific peer group for comparison. You can set to None if not needed. See the Communities Guide.

  • Company Size - Compare with organisations of similar scale.

  • Industry - Narrow the data to one specific industry that is most relevant to your organisation.

  • Jobs - You can select more job roles if you want more targeted view

  • Location - Filter by geographic location to align data with your operational regions.

  • Revenue - You can compare data with companies of a similar revenue range to better contextualise turnover rates.

Data Display Options

  • Median based - Toggle between median (reduces outlier impact) and average (overall mean).

  • Exclude founders? - Remove founders from the dataset to focus on general employees.

  • New hires only? - Show only roles with new hires in the last 3 months.

Reset Filters

You can click on Reset Filters button to remove all applied filters and return to the default view.

Edit Chart

To update or change the filters of a chart:

  • Click the kebab menu (three dots) in the top-right corner of the chart

  • Select the Edit option from the dropdown.

  • This will open the chart settings, where you can adjust filters as needed

Delete Chart

To delete a chart, simply click the Delete option from the kebab menu (three dots) in the top-right corner of the chart.

⚠️ Note: This action is permanent and cannot be undone.

By following this guide, you’ll be able to confidently use the Dashboards page to create, manage, and customise charts that reveal key insights into your organisation’s compensation, gender equity, and workforce trends.

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