Adding Visualizations to a Report and Editing your Dashboards

Genius allows you to add visualizations to an existing report easily. By default, all reports in Genius display in list format. However, you can display reports in your Genius instance in either list, pie chart, line chart or bar chart format by going into the Reports tab, and then clicking on the Query Builder menu item under Dynamic Reports. (Reports > Dynamic Reports > Query Builder). This opens the Query Builder, the tool provided by Genius to make it possible to write your own SQL queries to the Genius database. 

You can edit the way in which a report is visualized by clicking on the Select a Report menu in the Query Builder. We will use the Enrollments Completed by Affiliation report as an example. This report lists the number of sections that have been completed by each one of the learners in each affiliation. Click on the Select a Report menu, and scroll down to find the Enrollments Completed by Affiilation report. 

The SQL query underneath this report will appear under the Query field. Once this happens, you can select whether the report will be shown as a list, bar chart, pie chart or line chart by selecting an option under the Report Format menu item. For example, we can change the Report Format from List to Bar Chart, and then click Save Changes to ensure that our efforts are recorded by the system. 

 

You can now see the results of your change by adding this report to a Dashboard. To add a report to a dashboard, you can click on the Home tab. Your Admin role-based dashboard will appear. To edit the dashboard, click on the gear icon on the upper right hand of the screen. Click Add Chart, and select the Enrollments Completed by Affiliation report you created earlier.

 You will then be able to place and resize this chart in your Admin Dashboard. Click Save Changes, and the new chart will be added to your Dashboard. You will be able to see that the Enrollment Completed by Affiliation report that you just added is rendered as a Bar Chart, as you selected earlier. 

If you return to the Query Builder, you can change the way this report is rendered - list, bar chart, line chart or pie chart. Click back on the Home tab to see the results of your change. You can follow the same procedure to turn results that relate two columns, one with text strings and another with numbers, into interactive visualizations in any of the role-based Dashboards included with Genius.