3. Overview tab — filters, KPI cards & table
Overview is the tab you land on when you open Admin Reports (/manager/dashboard). It rolls up everything your selected
groups tracked into KPI cards, charts, and an activity table. This article covers the controls and widgets on that tab.
The filter bar
Overview has a blue filter bar at the top with three controls: a groups picker, a date range, and an Update button. An
Export XLS button sits at the end when your plan allows it.
Groups
The groups picker decides which profiles are included in the numbers.
- It lists every group on your account, plus No Group Association — the profiles that aren't in any group.
- The button shows a running summary like 2 Group(s) of 5 — the first number is how many you've selected, the second
is how many exist.
- There's a search box inside the dropdown to find a group quickly.
- Closing the dropdown reloads the dashboard automatically with your new selection — you don't have to click Update
for group changes.
If a profile seems to be missing from the totals, check whether it's ungrouped and make sure No Group Association is
selected.
Date range
Click the date field to open a calendar (two months side by side on desktop, one month on phones). Pick a start day,
then an end day — the range is inclusive and uses your profile's date format and timezone.
On Overview you can select a range up to three months long, and you can't pick a date in the future. (The Analyze
dashboard allows a longer, twelve-month range — that's the main difference between the two calendars.)
Update
After changing the date range, click Update to reload the dashboard. The button stays disabled until you've picked both
a start and an end date, so you can't submit a half-finished range.
You only need Update for date changes — group changes apply on their own when you close the picker.
Export XLS
When spreadsheets are included in your plan, an Export XLS button appears at the end of the bar. It exports the same
groups and dates you're currently viewing. See Exports from Admin Reports.
Export XLS doesn't appear on every tab. Team Billing hides it, and EVV shows Export CSV (plus Add Visit) instead.
KPI cards
Below the filter bar is a row of color-coded cards — one for each kind of thing your organization tracks. You'll
typically see:
- A card for each behavior category — commonly Desirable, Warning, and Challenging.
- Intervention Strategies.
- Three environment cards — General Environment, Basic Changes, and External Influences.
- Health, if your organization tracks health observations.
Each card shows up to two numbers:
1. Incidents — how many entries fell in your selected date range.
2. Duration (min) — total minutes, shown only for the categories that record duration. (Health has no duration.)
A card always appears even if there's nothing to show — in that case it simply reads 0, and there's no chart for that
category.
Trend arrows
Next to each number is a trend indicator comparing your selected period to the period of equal length just before it:
- — same — the count didn't change.
- ▲ from N — it went up from N.
- ▼ from N — it went down from N.
A small line under the cards spells out the exact comparison, for example:
Arrows compare the selected period (May 12 – May 26) to the previous 14 days (April 28 – May 11)
The dates use your profile's date format.
While numbers load
When you first open the tab or change your filters, you'll see Loading dashboard… for a moment. The cards may appear
before their numbers do — a dash (—) where a number should be just means that total is still loading. Once it finishes,
every card shows a real number (0 if there was nothing to count). Give it a few seconds rather than reloading the page.
Activity table
Under the cards is a table of the individual entries behind the numbers:
| Column | What it shows | |--------|----------------| | Staff | Who logged the entry | | Profile | The profile (person)
the entry is about | | (behavior type) | The label of the entry — this column's heading changes to match the KPI
category you're viewing | | Date/Time | When it was logged, in your timezone |
The Staff and behavior cells are clickable — tapping one narrows the list so you can focus on a single staff member or
behavior. Longer lists are split into pages of 50 rows.
When the table is empty
If nothing matches your filters, the table is replaced with this notice:
No data found. Please try changing the date range and/or select more groups
To fix it:
1. Widen the date range and click Update.
2. Open the groups picker and select more groups (including No Group Association).
3. Confirm your team actually tracked data in that window — Admin Reports only shows real entries.
Common questions
- Every card shows "— same". Why? — The current and previous periods had identical counts. Widen the range or check
back after more has been tracked.
- The numbers are blank for a second. — They load just after the cards appear. Give it a moment; no need to reload.
- Analyze showed a spike but Overview looks flat. — Analyze charts a single profile. Overview only includes the groups
you've selected — double-check the "N Group(s) of M" summary on the groups picker.
- I changed groups but nothing happened. — Group changes apply when you close the dropdown. If the page didn't reload,
reopen and close it once more.
Related articles
- Introduction to Admin Reports
- Admin Reports tabs and navigation
- Exports from Admin Reports
- Charts and date ranges (Analyze calendar differences)