The conventional reports available from the Reports/Marketing area give you access to a wide range of data. Until now, however, Applied Epic has not provided native access to visualizations of the data you need to answer everyday business questions, or enabled complex analysis without running and combining multiple reports.
Epic Dashboards convert the wealth of data in Applied Epic into meaningful visualizations tailored to your specific role in your organization, presenting vital, relevant information in an easy-to-understand visual format. The dashboards highlight exceptions and hot spots, guiding you to the most important information quickly and easily. They answer your day-to-day questions at a glance or with just a few clicks, so you no longer need to comb through data manually.
With Epic Dashboards embedded in the system, you no longer need to run reports to access information. Use dashboards to make decisions based on the data and views most relevant to your own job role. Across all stages of the insurance lifecycle, you can drill down into what’s happening with your business, teams, and/or workflows to grow revenue, improve efficiency, and provide superior customer service.
Epic Dashboards are currently available through an early adopter program to organizations with an Applied Analytics subscription. For more information, visit the landing page. This feature requires Applied Epic Application Server September 2023 or later. It is only available if your organization does not have Active Directory authentication enabled in Configure > Security > Logins.
To give each user access to the appropriate dashboards, you must assign them one or more roles in the User Personalization section of Configure > Security > Logins. Only Enterprise Admins can edit these selections.
Dashboards are currently available for most roles. Look for additional role-based dashboards in future releases. Select one of the following roles to learn more about its dashboards:
Account Manager/Servicing Rep (Dashboards coming soon)
Producer (Dashboards coming soon)
You can assign as many roles as necessary, since some employees’ responsibilities may span multiple roles. Users will have access to the dashboards for each assigned role.
You must also assign each user’s Dashboards Access level in Configure > Security > Logins:
Data Consumer: Read-only access
Data Consumer with Download: Read-only access, plus options to download dashboards in a variety of formats and schedule delivery
Asset Builder: Modify dashboard content. This is an advanced option intended for users with experience working in a business intelligence (BI) tool. It also includes Data Consumer with Download access.
Dashboards respect your existing structure and Confidential Client access.
A Dashboards security option has been added to Program Access > General > General to control access to the dashboards.
Some functionality is common across all dashboards, regardless of your role. Select Dashboards in the navigation panel to access the Pulse Dashboard for your assigned job role.
Epic Dashboards update automatically within 15 minutes when users enter or update data in the system, but you can also manually refresh the data on any tile or the whole dashboard.
The Pulse Dashboard provides a high-level summary visualization that answers key business questions. From the Pulse Dashboard, you can quickly drill down into individual tiles to explore results or access related dashboards. Note that most dashboards have different labels depending on whether you access them from the Pulse Dashboard or from the Folders pane. You can also click on elements of individual visualizations (such as a bar in a bar chart) to drill down into a sortable view of the underlying data.
Use the filters at the top of each dashboard to filter views by relevant criteria across any time interval that makes sense for your business. Add views as favorites to quickly reference saved dashboards. The filters available on each dashboard vary, depending on the business questions it answers. For convenience, you can save a set of default filters for each dashboard.
Folders are especially helpful if you have access to dashboards for multiple roles and need to navigate between them. To access your favorites or the dashboards for other job roles you are assigned, open the Folders pane on the right-hand side of the screen. The following folders are available:
Favorites: Dashboards you have saved as Favorites (with the filters you have set)
My folder (Asset Builder access only): Custom dashboards you have created
Group: Custom dashboards shared with other users at your organization
Shared: All Applied-built dashboards for your assigned roles
If you have Data Consumer with Download or Asset Builder access, you can download whole dashboards or individual tiles in PDF, CSV, or PNG format and schedule email delivery of charts and reports to yourself or others. You can schedule separate deliveries for different filter combinations (for example, for recipients associated to different branches).
Beyond reporting on a fixed schedule, you can also configure alerts to notify you whenever the data in a tile meets a specific condition, such as a specific number of overdue activities or a book of business threshold. Select the bell icon on the tile and set your alert criteria.
Although Epic Dashboards are designed to serve up the most relevant information for users throughout your business, you can also create modified versions of the out-of-the-box visualizations and dashboards to meet your organization’s unique data and reporting needs if you have Asset Builder access in Configure > Security > Logins.
Select Explore or Explore from Here on a dashboard element to create a customized copy of it. Advanced users can also select the Create button in the upper right corner of a dashboard and select an Explore (a data set) to build a tile or dashboard from scratch.
In the Fields pane, select the Dimension you want to measure. Run data to populate it and add filters (for example, to exclude null or blank values). If you are comfortable writing complex logic, you can also build custom filters if necessary. Next, select a Measure, select a visualization type, and customize the way the visualization displays. You can save your visualization as a Look (an individual tile) or save it to a dashboard. For even greater customization, advanced users can create custom dimensions, measures, and table calculations.
Targeted role: All