3. Dashboard Navigation¶

The Health Information Systems Performance Monitoring Dashboard (HISPMD) is designed for ease of use, with an intuitive interface that allows users to access health performance data, visualize trends, and generate reports efficiently. This section provides a comprehensive guide to navigating the dashboard, including understanding the main menu, using filters, and exploring key functionalities.

Figure 3.1: Key Indicators Data Source

Figure 3.2: Landing Dashboard Page

3.1 Main Menu and Sections¶

After logging in, you will be directed to the dashboard home page, where you can access various features through the main menu. The menu is typically located on the left sidebar (for desktop users) or in a hamburger menu (for mobile users).

Figure 3.3: HISPMD Basic Menu Items and Sections

Overview of Main Sections¶

3.2 Exploring the Home Dashboard¶

The Home Dashboard serves as the landing page after login and provides:

• A summary of key health indicators.
• Quick insights through interactive charts and graphs.
• Alerts or updates on performance trends.

Users can click on any Indicator Group (Tabs) to explore more details and apply filters for deeper analysis.

Figure 3.4: Indicator Group Tabs

3.3 Search and Filter Options¶

To efficiently navigate the dashboard and retrieve relevant data, users can take advantage of the search and filtering features.

Steps to Search and Filter:¶

1. Select an Indicator Group.
2. Select Indicators under that specific Indicator Group.
3. Select the Data Source for that indicator.
4. Select Period Type (Monthly, Quarterly, Yearly) and hit Search.
5. If data is available based on the selected filters, it will be displayed.

💡 Standard Search and Filter Usage: This approach applies to all data-driven interfaces.

Figure 3.5: Standard(Basic) Searching & Filtering Options

Example: Using the Sidebar Search Option¶

Using the Search Bar¶

• Located at the top of the dashboard, the search bar allows users to quickly find indicators or reports.
• Start typing On the Indicator Group and Select an indicator name or attribute, and relevant results will appear in real-time.
• Click on Search to view detailed data.

Figure 3.6: Example of Indicator data report generation

Applying Filters¶

Filters refine data based on various parameters. The filter panel is found at the top or side of the page.

Figure 3.7: Standard Further Filter Options after Search Results

🔹 Tip: Multiple filters can be applied simultaneously for a granular data view.

3.4 Viewing and Interacting with Data¶

Once an indicator or dataset is selected, users can interact with various data representations.

We will be viewing it all on the Data Visualizations Section

Understanding Charts and Graphs¶

HISPMD provides multiple data visualization types for enhanced interpretation:

📊 Bar Charts – Compare different data categories.

📈 Line Graphs – Analyze trends over time.

🟢 Pie Charts – Show proportions within a dataset.

🔍 Tables – Display raw data for detailed analysis.

Interacting with Charts¶

• Hover over data points to see exact values.
• Click on legend items to show/hide specific data series.
• Use the zoom function to analyze specific timeframes.

📌 Note: Further details on Data Visualization will be covered in a separate section.

3.5 Navigating Between Views¶

Users can easily switch between summary views and detailed views by:

• Clicking on an Indicator Group Tabs in the Home Dashboard. (As described on Section 3.2 and on Figure 3.4)
• Selecting a specific indicator group from the Indicators group tabs.
• Applying Indicator/Dataset from the available filters by ticking on the checkboxs
• Applying Organisation Units to select Specific Organisation Unit (Region).
• Applying Periods/Relative Periods to select Specific Period(s).
• Clicking the Back button on the filters to return to the previous view.

🔹 Tip: Some dashboards support drill-downs—clicking on a region or facility type will display more detailed breakdowns.

Figure 3.8: Dashboard Home Filters

3.6 Exporting Data from the Dashboard¶

Users can extract data for offline analysis or reporting. By clicking on the three (3) dots ...

Export Options¶

• Excel (XLSX) – Best for further analysis.
• CSV – Useful for Data Exploration and Analysis.
• JSON – Useful for system integration.
• PNG – Useful for embeding in your report as a picture.
• PDF Print – Ideal for sharing formatted reports and printing.

Figure 3.8: Data Export from home dashboard and charts

How to Export Data from HIS Indicators Data Chart¶

1. Choose the data scope (filtered data or full dataset).
2. Right-click on the chart you want to export.
3. Select the file format.
4. Click Download.

Figure 3.9: Data Export from home dashboard and charts

How to Export Data from Indicators Data Table or Report¶

1. Choose the data scope (filtered data or full dataset).
2. Click on the Gear ⚙️ icon in the top Search/Navigation bar.
3. Select the desired file format—download starts automatically.

Figure 3.10: Data Export and Advanced Search

Figure 3.11: Data results print to PDF File or Paper

3.7 Getting Help & Support¶

If you encounter issues, you can access support through:

• Help & Support Menu – Includes FAQs, user guides, and troubleshooting.
• Live Chat – Available for instant assistance (TBD).
• Support Email – Contact support@merqconsultancy.org.
• User Training – Admins can schedule training sessions.

Summary of Key Navigation Features¶

Now that you understand how to navigate the dashboard, you can move on to Data Visualization, where you'll learn how to interpret and analyze health system performance data effectively in various data visualization types. 🚀