Key Components: Folders, Workspaces, and Charts

Understanding the main components of Advanced Dashboards and Reports will help you navigate and manage your data more confidently. This section explains where to find your saved dashboards and reports, how to access content across the platform, and what kind of visuals you might encounter. 

Folders and Pages 

When you open Platform > Advanced Dashboards or Platform > Advanced Reports, you will see a folder icon and page tabs at the bottom of your screen. These tools help you manage, view, and organize your dashboards or reports. 

Folder Options 

Selecting the folder icon opens a menu where you can: 

• • Export the dashboard or report you’re currently viewing as an Excel, PDF, or PNG file. 
  • Schedule exports to be automatically delivered via email at specific times. 
  • Choose to export the entire dashboard or select individual pages for export.

Folder Sections 

• • My Documents 
    Stores dashboards or reports you’ve personally created and saved. This is your own space to keep customized views that aren’t shared with other users. 
  • Recent 
    Shows a list of dashboards and reports you’ve accessed recently, so you can quickly jump back into your work without searching. 
  • Favorites 
    Displays any dashboards you’ve marked as favorites for easier access later. 
  • Workspaces 
    Includes preloaded tables and charts built for the Accelerate Platform and any enabled solutions your organization is using.

Pages 

Dashboards and reports may include multiple pages, shown as tabs at the bottom (e.g., Page 1, Page 2). These act like separate views or tabs within the same dashboard, allowing you to organize information by topic, location, or workflow. 

Workspaces 

Workspaces contain preloaded dashboards and reports provided by VelocityEHS. These resources are designed to help you explore data quickly and efficiently without starting from scratch. 

In Workspaces, you’ll find organized folders with ready-made content, including: 

• • VEHS Default Dashboards  
  • VEHS Default Reports, including reports related to Action Management 
  • Capability-Specific Content, based on the features enabled in your platform: 
    • Audit and Inspection 
    • Compliance Management 
    • Incident Management 
    • Management of Change 
    • Meetings 
    • Performance Metrics 
    • Standard JSA 
    • Training Management

Each workspace includes tables and visualizations specific to that area, helping you review important data and take action with confidence. 

Charts 

Charts help you turn complex data into easy-to-read visuals, making it faster to spot trends, track progress, and identify areas that need attention. Dashboards in Accelerate use a variety of chart types to help you quickly understand and interact with your data. 

In addition to charts, some dashboards include tables. Tables organize data into rows and columns, giving you a detailed view of the underlying numbers. Charts, on the other hand, are used to visualize how metrics relate to each other and highlight important patterns. 

Common Chart Types 

Choosing the right chart makes your data easier to read and understand. Each chart type highlights your information in a different way: 

• • Bar Chart 
    Bar charts show how values vary across different categories or groups. They are great for comparing multiple metrics side-by-side or showing proportions relative to a goal or benchmark. 
  • Line Chart 
    Line charts track how one or more values change over time. They are ideal for spotting trends, identifying seasonal patterns, and tracking performance shifts. 
  • Area Chart 
    Area charts are similar to line charts but fill the space beneath the lines. They help highlight the magnitude of values over time and make it easier to see cumulative changes or part-to-whole relationships. 
  • Scatter Plot 
    Scatter plots show the relationship between two different metrics. They are helpful for analyzing patterns, understanding data distribution, and identifying outliers that may need closer attention.