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4. Project reporting

 Project reporting
=================

Updated 2 weeks ago · 6 min read

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***N.B: Important note for all for Engage Victoria reporting dashboards:***

*IP data was not being collected prior to the first of March 2023. Therefore, when the start of the date range is set prior to the first of March 2023, the following widgets won't display any data:*

- *Count card - unique participants*
- *Rate card - informed rate*
- *Rate card - participation rate*
- *Visitor activity graph - unique participant metric*
- *Summary tables - unique participant metric*

*Additionally, the IP Hash field in the submission export of any participation tool will not show any values.*

Reporting on project activity and engagement
--------------------------------------------

In addition to your main dashboard, there is also a reporting dashboard per project. It behaves the same way as your main dashboard but limits the view to the individual project you are looking at. Customise reporting widgets and set the date range from the project dashboard in the same way you would for your main dashboard.

![A project report page with page views and unique visitors figures, a visitor activity chart, and counts for updates, meetings, stages and bounces.](/storage/articles/9493694242447.png)

This section details the functionality of project dashboard, and how to customise this dashboard. Within projects, you can also access the individual participation tool dashboards that provide analytics on individual participation tool level. For more information on [participation tool reporting](/articles/9493667437711-Participation-tool-reporting).

Find a project dashboard
------------------------

To find a project dashboard:

1. Log in via your Civio Engage website.
2. In the top-level menu bar, click **Projects**. This will show you all projects you currently have access to.
3. Click on a project to open it. The default screen is your project dashboard.

Update date ranges for your project dashboard
---------------------------------------------

You can choose a preset date range for your project dashboard data, or set a custom range.

To update the date range:

1. Log in via your Civio Engage website.
2. In the top-level menu bar, click **Projects**. This will show you all projects you currently have access to.
3. Click on a project to open it. The default screen is your project dashboard.
4. At the top of the project dashboard, you'll see a series of date ranges: **7 days**, **30 days**, **90 days**, and **Custom**. Dates shown will be 7 days by default.
5. To set a custom date range, click **Custom**. A calendar will appear. Choose your start and end dates, then click **Apply**.

![The dashboard overview with the Custom range date picker open, showing 17 Jan 22 to 24 Jan 22 selected and Cancel and Apply buttons.](/storage/articles/9493694243087.png)

Add, edit or remove project dashboard widgets
---------------------------------------------

Civio Engage allows you to get important insights about your consultations quickly and easily, right from your dashboard. Personalise your data visualisations and choose what is important to you through adding and editing widgets.

To add a new widget to your project dashboard:

1. Log in via your Civio Engage website.
2. In the top-level menu bar, click **Projects**. This will show you all projects you currently have access to.
3. Click on a project to open it. The default screen is your project dashboard.
4. Next to the date ranges, click **Settings**.
5. To add a widget, click on the widget name. This will display the widget options. [Click here](/articles/9493669051023-Dashboard-widgets) for more information about widgets.
6. Set your options for the widget, then click **Add widget**. To cancel, click **Close settings**. *Note: you do not need to save your project to save these changes.*

![The Refine report context panel with the Widgets box traced in pink, listing widgets such as Age group activity, Count card, Sentiment trend, Top activity and Visitor activity.](/storage/articles/9493694243599.png)

To edit an existing widget on your project dashboard:

1. Log in via your Civio Engage website.
2. In the top-level menu bar, click **Projects**. This will show you all projects you currently have access to.
3. Click on a project to open it. The default screen is your project dashboard.
4. Scroll down to the widget you want to update.
5. Click on the three dots in the upper right corner of the widget box, and select **Edit**.
6. Update your options for the widget, then click **Save widget**. To cancel, click the close icon in the upper right corner. *Note: you do not need to save your project to save these changes.*

![The Visitor activity widget with its three-dot menu open, showing Edit, Export and Remove, with the menu button and Edit traced in pink.](/storage/articles/9493651368079.png)

To remove an existing widget on your project dashboard:

1. Log in via your Civio Engage website.
2. In the top-level menu bar, click **Projects**. This will show you all projects you currently have access to.
3. Click on a project to open it. The default screen is your project dashboard.
4. Scroll down to the widget you want to delete.
5. Click on the three dots in the upper right corner of the widget box, and select **Remove**. *Note: clicking Remove automatically deletes the widget.*

![The Visitor activity widget with its three-dot menu open, with the menu button and Remove traced in pink.](/storage/articles/9493651368719.png)

Update widget display
---------------------

The way in which widgets are being displayed on your project dashboard can be customised by dragging and dropping the widgets around.

To reorder your widgets:

1. Log in via your Civio Engage website.
2. In the top-level menu bar, click **Projects**. This will show you all projects you currently have access to.
3. Click on a project to open it. The default screen is your project dashboard.
4. Hover over a widget until your cursor changes to the drag and drop icon, and then click and hold to drag and drop the widget where you want it to be. *Note: you don't need to save your project to save these changes.*

Users can also update the display options of individual widgets in terms of size, theme, and position.

To update the display of an individual widget:

1. Log in via your Civio Engage website.
2. In the top-level menu bar, click **Projects**. This will show you all projects you currently have access to.
3. Click on a project to open it. The default screen is your project dashboard.
4. Scroll down to the widget you want to update.
5. Click on the three dots in the upper right corner of the widget box, and select **Edit**.
6. Update the **Size**, **Theme**, or **Group,** then click **Save widget**. To cancel, click the close icon in the upper right corner. *Note: you do not need to save your project to save these changes.*

![The Edit widget window, with the Unique visitors metric selected and the Size, Theme and Group fields traced in pink above the Save widget button.](/storage/articles/9493651369103.png)

Exporting project dashboard data
--------------------------------

To export the data displayed on your project dashboard:

1. Log in via your Civio Engage website.
2. In the top-level menu bar, click **Projects**. This will show you all projects you currently have access to.
3. Click on a project to open it. The default screen is your project dashboard.
4. Next to Settings button, click **Download data** button. An Excel with the raw data displayed on your project dashboard will start downloading.

To export an image (PNG or SVG) of an individual graph or chart on your dashboard:

1. Navigate to your **Dashboard**.
2. Scroll down to the graph or chart you want to export into an image.
3. Click on the **download icon** on the upper right hand side of the graph or chart.

![The Visitor activity chart with its download icon traced in pink among the chart controls in the top right.](/storage/articles/9493694244239.png)

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