Dashboards

Reporting & Dashboards Last updated:

Dashboards let you build custom views of your reporting data using charts, tables, and KPI cards. Each dashboard is a personal canvas of widgets you arrange and configure.

Accessing your dashboards

From the left navigation, select Dashboard. If you have opened a dashboard before, you land on that dashboard automatically. Otherwise GEMA opens your default dashboard, or the first dashboard you can access. While the app resolves where to send you, a short Loading your dashboard… message appears.

The dashboard list

The Dashboards page shows all dashboards available to you as cards. Each card displays the dashboard name, the number of widgets it contains, and the date it was last updated. A Default badge appears on the pre-configured default dashboard. Select the star on a card to mark a dashboard as a favorite (filled star). Favorites are saved to your account.

Opening a dashboard

Click any dashboard card to open it.

Creating a dashboard

Select New Dashboard in the upper-right corner of the Dashboards page. Choose a preset for a curated starting layout, or fill in the form below to create a blank dashboard. Global administrators working in the global tenant see Global Admin presets only (for example platform operations dashboards); clinical presets are hidden in that context.

Duplicating a dashboard

On the dashboard list, click Duplicate on any card. A dialog asks you to confirm or change the name for the copy. Select Duplicate to create it and open it immediately.

Deleting a dashboard

On the dashboard list, click Delete on any card (this button does not appear on the default dashboard). Confirm the deletion in the dialog. This action cannot be undone.

View mode and Edit mode

When you open a dashboard, it starts in View mode — widgets display your data and you can interact with them (click chart bars or table rows to drill down, page through table results). Nothing can be rearranged or configured in View mode.

Switch to Edit mode using the View / Edit toggle in the top-right area of the dashboard header. In Edit mode:

  • A + button appears at the bottom of the page to add new widgets.
  • Each widget gains Configure and Delete controls.
  • You can drag widgets to reorder them on the canvas.

Switch back to View mode at any time using the same toggle.

Dashboard insights

Your charts and tables load first. If the automatic trend, comparison, and anomaly checks find anything worth surfacing, an Insights panel appears below the dashboard header shortly after — without delaying the dashboard. If there is nothing to report yet, the panel simply does not appear; you will not see an empty insights box.

When it is showing, the panel displays a count badge for the number of insights available. Select the panel header to expand or collapse the list. Each insight includes a title, description, and a severity icon (informational, warning, or critical). Insights tagged with an AI badge were generated by the Generate AI insights action described below.

To remove an insight you do not need, select the × on that row. Dismissed insights stay hidden when you reload the same dashboard, including on other devices signed in as you. Once you dismiss everything in the panel (and nothing else is generating or reporting an error), the panel disappears again.

Generate AI insights

Select Generate AI insights near the top of the dashboard (next to the View/Edit toggle) for a narrated summary with business framing and suggested next steps. This action is always available in View mode, even if the Insights panel is not currently showing. The button shows a loading state while generation runs, and the Insights panel appears for the duration of generation so you can see its progress.

New AI insights appear in the panel with an AI badge and may include bullet-point action items. If generation is unavailable (for example, you have reached the hourly limit), a warning message appears inside the panel until you close it with ×.

Adding widgets

While in Edit mode, select the + button to open the Widget Library. The dialog is organized into sections:

  • Shared Widgets — saved widget setups shared in your organization. Add one to reuse a configured chart, table, or KPI.
  • Reports to add — suggestions based on what is already on this dashboard (for example a missing trend when you already have KPIs). See below.
  • Report Library — built-in reports available to every organization. Select + to add one, or Add All to place every report not already on this dashboard.
  • My Data Sources — custom reports created or customized for your organization.

Reports to add

When you open the Widget Library in Edit mode, a Reports to add section may appear above the report list. These suggestions are based on what is already on this dashboard — for example a missing trend line when you already have KPIs, or a related report in the same category. Each card shows the chart type, why it was suggested, and an optional short description.

  • Select Add to place the report on your dashboard immediately. The widget library stays open so you can add more or pick reports from the list below.
  • Select Dismiss to hide a suggestion you do not want to see again on this dashboard.

Widget types

Each widget is one of three types:

  • Chart — bar, line, or other chart visualization of your data.
  • Table — a paginated, sortable data table.
  • KPI — a single headline number or metric.

The type is determined by the underlying report and cannot be changed manually.

Configuring a widget

In Edit mode, select Configure on any widget to open the configuration panel. There you can:

  • Change the widget title.
  • Adjust the data source filters (business units, guidelines, date range) for that specific widget.
  • Set visualization options (column visibility, sort order) for table widgets.

Select Save when done. The widget reloads with your new settings.

Drill-down behavior

Open the Drill-Down Behavior section in the configuration panel to see how clicks on this widget are handled.

In-widget drill-down (automatic): When the widget’s data source has drill-down configured, clicking a chart bar or table row opens a detail view inside the same widget. A Back arrow appears in the widget header along with a short label for what you clicked (for example, an appeal stage or guideline name). Select Back to return to the original chart or summary. Drill-down is session-only — it does not change your saved dashboard layout. Refreshing the page always shows the original widget.

If the data source already supports drill-down, a green status line summarizes the behavior (for example, “Click appeal_stage → Appeals detail”). Select Open detail source to jump to that data source’s settings.

Leave dashboard on click (optional): Choose a target page such as Patients, Evaluations, or Tasks if you want a click to navigate away from the dashboard instead of drilling in place. You can set the filter field that carries the clicked value into the destination page, and add optional extra query parameters. In-widget drill-down still works when the data source has drill-down configured — chart and table value clicks use the in-widget path first.

Drilling down in View mode

In View mode, click a bar on a chart or a row in a table when the underlying report supports drill-down. The widget swaps to a detail table filtered to your selection. The widget title updates to include the value you clicked.

  • Select the Back arrow in the widget header to restore the original view.
  • The clicked value appears as a short breadcrumb next to the Back control while you are drilled in.
  • Your dashboard layout on disk is unchanged — only your current browser session remembers the drill state.

From a detail table, click a row to open the related record when the row includes an ID (even if that ID column is hidden). GEMA prefers the most specific link available: a prior-auth task, then an evaluation, then a patient, then a guideline.

Preset dashboards built from platform report templates (for example Executive Summary or Clinical Operations) include drill-down on several charts after your organization syncs the latest templates.

To set up or change drill-down on a custom data source, see Data Sources.

Arranging widgets

In Edit mode, drag a widget by its header to move it to a new position in the grid. Release to drop it in place. Changes are saved automatically.

Refreshing dashboard data

Dashboard data updates automatically about once per hour. The dashboard header shows a Data as of timestamp next to the dashboard name so you can see how current your data is. There is no manual refresh action — simply revisit the dashboard after the next hourly update to see new data.

Dashboard settings

Select Options → Settings from the dashboard header to open the settings panel. Here you can:

  • Rename the dashboard.
  • Set Default business units — widgets that support a business-unit filter will default to these units. Leave empty to show data for all business units you have access to.
  • Set Default guidelines — widgets with a guideline filter will default to these guidelines.
  • Set Default date range — date-aware widgets will default to this lookback window (for example, Last 30 days).

Select Save to apply your settings. The dashboard reloads widgets with the new defaults.

Exporting and importing dashboards

Select Options → Export Dashboard to download the current dashboard’s widget configuration as a JSON file. You can share this file or store it as a backup.

Select Options → Import Dashboard to upload a previously exported JSON file and replace the current dashboard’s widgets with those from the file.

Switching between dashboards

On any open dashboard, click the dashboard title (it has a small down-arrow indicator) to open a switcher menu listing your other dashboards. Select one to navigate to it, or choose All dashboards to return to the full list.