Dashboards Overview
Dashboards give you a live, visual summary of your safety data: workers, forms, actions, certificates, assets, incidents, sites, and subcontractors. Use filters to narrow what you're looking at, then drill into any tile for the detail behind it.
Available Dashboards
Click Dashboards in the sidebar to see a row of tabs, one for each area of your data:
- Sites — an overview of all your sites, including active workers, forms, and incidents.
- Workers — a company-wide view of workers, including check-ins, form signatures, and submissions.
- Actions — all actions across your organization, by site, status, and type.
- Forms — every form signed or submitted in your company.
- Certificates — who has what training certificate, who's missing one, and what's expired or expiring soon.
- Assets — activity across your assets, including inspections, logs, and maintenance.
- Incidents — incidents across your sites, to help identify trends.
- Subcontractors (if included in your subscription) — day-to-day activity for your subcontractors in one place.
Filtering and Refreshing
Each dashboard has its own set of filters at the top, such as Site Name, Role, Full Name, Date Range, or Form Title. After changing a filter, click the refresh icon so the change takes effect.
Reading a Tile
Each dashboard is made up of individual tiles. On any tile, you'll find:
Info icon
Hover to see a description of what the tile shows, and whether it responds to your filters.
Globe icon
Hover to see which time zone that tile's results are shown in.
Alerts (bell icon)
Sets up an alert based on that tile's data.
Tile actions (three-dot icon)
Opens a menu with Download data (exports just that tile), View (adjusts how the tile displays, such as Expanded), and Clear cache & refresh (reloads that tile specifically).
Every chart also includes a color-coded legend. Click an item in the legend to hide or show that data series, it'll appear greyed out while hidden.
Dashboard Actions
The three-dot menu next to the filter row at the top of the page (not to be confused with a tile's own icons) gives you options for the whole dashboard:
- Clear cache and refresh — reloads the dashboard from scratch.
- Download — exports the whole dashboard as PDF or CSV. CSV downloads as a .zip file with one file per tile.
- Schedule delivery — sends a recurring copy of the dashboard to an email address on a cadence you choose, useful for keeping stakeholders updated automatically.
- Reset filters — clears every filter back to default.
- Each tile's time zone — shows the default time zone applied across tiles, unless a specific tile overrides it.
Drilling Down
Click a data point within a tile, such as a bar in a chart, to open an expanded view of that chart, filtered down to what you clicked. Switch to Table view to see the underlying records behind that data point, for example the individual form submissions that make up a bar's total, with columns like Form Title, Site Name, Status, Submitted By, and Submitted Time. Each record shows a small icon next to its ID, which may link directly to that record in Salus.
Use Download to export this filtered view on its own, or the X to close it and return to the dashboard.
Frequently Asked Questions
Why didn't a tile update after I changed a filter?
Two possibilities: you haven't clicked the refresh icon yet, or that particular tile shows a fixed snapshot that doesn't respond to filters. Check the tile's info icon to confirm.
What's the difference between downloading from the page-level menu and a tile's own menu?
The page-level Dashboard Actions menu exports every tile on the dashboard. A tile's own Tile actions menu (the three-dot icon) exports just that one tile's data via Download data.
Can I send a dashboard to someone outside Salus, like a client or executive?
Yes. Use Schedule delivery to send a recurring copy of a dashboard to any email address on a cadence you choose.
Why don't I see a Subcontractors tab?
The Subcontractors dashboard only appears if the subcontractor portal is included in your subscription.
What does the small icon next to a record's ID do in the Table drilldown view?
It likely links directly to that record in Salus, but this hasn't been confirmed by clicking it. Try it directly if you need to jump to a specific form, worker, or record.
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