--- title: Action Items Dashboard description: Dashboards are an easy and pre-built way to capture important statistics relative to you and your organization. --- [Skip to content](https://help.fldata.com/kb/a-0#main-content) English Show submenu for translations [Customer portal](https://help.fldata.com/tickets-view?hsLang=en) ![fldata-logo.png\]](https://help.fldata.com/hs-fs/hubfs/fldata-logo.png?height=50&name=fldata-logo.png) Open main navigation Close main navigation - English Show submenu for translations - [Customer portal](https://help.fldata.com/tickets-view) - Go to fldata.com Go to fldata.com How can we help you? - There are no suggestions because the search field is empty. 1. [Frontline Data Solutions EHS Knowledge Base](https://help.fldata.com/kb?hsLang=en) 2. [Dashboards](https://help.fldata.com/kb/dashboards?hsLang=en) 3. [Action Item Dashboards](https://help.fldata.com/kb/dashboards?hsLang=en#action-item-dashboards) # Action Items Dashboard ## Action Item dashboard provides a high-level view of item status, priorities, and due dates, with interactive charts for deeper exploration. ### Below are the quick filters for Action Items in Dashboard: - **Company:** Select an organization from the list to filter dashboard data. Only those you have permissions for will appear in the dropdown. - **Division:** Select an option from the list to filter the displayed information by a division. - **Account:**  Select an option from the list to filter the dashboard data by an account. - **Date:** Select the date range by year of information you are looking for. - **Custom Range*:*** This option will allow you to filter by a select range of dates. - **Users:** Select one or more users to filter the dashboard data (availability depends on your role and permissions). - **Myself:** Filter option limits dashboard data to records associated with the currently logged-in user. ### Below are the KPI dashboard statistics: - **Inbox**: Number of Action Items located in the ACT \> Action Items \> In Process Folder with a status = inbox. - **Completed**: Number of Action Items that are in your ACT \> Action Items \> Completed folder. - **Awaiting Verification**: Number of action items that have been sent for verification and are on the verifier's desktop. - **Overdue**: Number of Action items that are past the due date in your ACT \> Action Items \> In Process folder. ### Below are the dashboard charts: Below are the charts that will be displayed when viewing the ACT dashboard with the Company quick filter applied. **Charts Displayed at the Company Level (Default View)** - Due Date Tracking by Division - This chart will display the number of action items which are Ontime vs Overdue organized by division. By hovering over the respective division, the data will be formatted as \[Division: Number of Action Items\]. ![](https://help.fldata.com/hs-fs/hubfs/image-png-Jan-21-2026-04-08-58-9142-AM.png?width=670&height=338&name=image-png-Jan-21-2026-04-08-58-9142-AM.png) This can be filtered by division if desired. - Action Items by Type (Event, MOC, Ad Hoc, etc.) - This chart will display the number of action items submitted by type/source. By hovering over the respective type, the data will be formatted as \[Type: Number of Action Items\]. ![](https://help.fldata.com/hs-fs/hubfs/image-png-Jan-16-2026-04-43-12-9275-AM.png?width=670&height=460&name=image-png-Jan-16-2026-04-43-12-9275-AM.png) This can be filtered by Type if desired. - Action Items by Status - This chart will display the number of action items in a current status. By hovering over the respective status, the data will be formatted as \[Status: Number of Action Items\]. ![](https://help.fldata.com/hs-fs/hubfs/image-png-Jan-16-2026-04-45-03-3314-AM.png?width=670&height=449&name=image-png-Jan-16-2026-04-45-03-3314-AM.png) This can be filtered by Status if desired. - Action Items by Ref Code per Division - This chart displays the total number of Action Items grouped by Ref Code. Hovering over a Ref Code will show the data in the format: \[Ref Code: Number of Action Items\]. **Default view:** Displays the total number of Action Items per Ref Code:![](https://help.fldata.com/hs-fs/hubfs/image-png-Jan-21-2026-04-10-27-3691-AM.png?width=670&height=331&name=image-png-Jan-21-2026-04-10-27-3691-AM.png) **Drill-down view:** Click a Ref Code to view Action Items grouped by Division: ![](https://help.fldata.com/hs-fs/hubfs/image-png-Jan-21-2026-04-15-11-6105-AM.png?width=670&height=329&name=image-png-Jan-21-2026-04-15-11-6105-AM.png) This can be filtered by Ref Code per Division if desired. - Action Items by Priority per Division - This chart displays the number of action items submitted for each Priority. Hovering over a Priority will display the data in the format: \[Priority: Number of Action Items\]. **Default view:** Displays the total number of Action Items grouped by Priority: ![](https://help.fldata.com/hs-fs/hubfs/image-png-Jan-21-2026-04-17-27-5401-AM.png?width=670&height=327&name=image-png-Jan-21-2026-04-17-27-5401-AM.png) **Drill-down view:** Click a Priority to view Action Items grouped by Division for the selected Priority: ![](https://help.fldata.com/hs-fs/hubfs/image-png-Jan-21-2026-04-18-54-0086-AM.png?width=670&height=335&name=image-png-Jan-21-2026-04-18-54-0086-AM.png) This can be filtered by Priorities if desired.  - Action Items by Category per Division - This chart displays the total number of Action Items per Category. Hovering over a Category will display the data in the format: \[Category: Number of Action Items\]. **Default view:** Displays the total number of Action Items per Category. ![](https://help.fldata.com/hs-fs/hubfs/image-png-Jan-21-2026-04-25-23-5533-AM.png?width=670&height=332&name=image-png-Jan-21-2026-04-25-23-5533-AM.png) **Drill-down view**: Clicking a Category displays the total number of Action Items by Division for the selected Category. ![](https://help.fldata.com/hs-fs/hubfs/image-png-Jan-21-2026-04-25-51-8411-AM.png?width=670&height=333&name=image-png-Jan-21-2026-04-25-51-8411-AM.png) This can be filtered by Category if desired. #### **Charts Displayed at the Division Level** - Due Date Tracking by Month - This chart will display the number of action items which are Ontime vs Overdue organized by Month. By hovering over the respective Month, the data will be formatted as \[Month: Number of Action Items\]. ![](https://help.fldata.com/hs-fs/hubfs/image-png-Jan-16-2026-04-50-22-2848-AM.png?width=670&height=451&name=image-png-Jan-16-2026-04-50-22-2848-AM.png) - Action Items by Ref Code per Account - This chart displays the total number of Action Items for each Ref Code. By hovering over the respective Ref Code, the data will be formatted as \[Ref Code: Number of Action Items\]. **Default view:** Displays the total number of Action Items per Ref Code: ![](https://help.fldata.com/hs-fs/hubfs/image-png-Jan-21-2026-04-30-31-4015-AM.png?width=670&height=333&name=image-png-Jan-21-2026-04-30-31-4015-AM.png) **Drill-down view:** Click a Ref Code to view Action Items grouped by Account for the selected Ref Code: ![](https://help.fldata.com/hs-fs/hubfs/image-png-Jan-21-2026-04-31-00-0868-AM.png?width=670&height=330&name=image-png-Jan-21-2026-04-31-00-0868-AM.png) This can be filtered by Ref Code if desired. - Action Items by Category per Account - This chart displays the total number of Action Items per Category. By hovering over the respective Category, the data will be formatted as \[Category: Number of Action Items\]. **Default view:** Displays the total number of Action Items for each Category: ![](https://help.fldata.com/hs-fs/hubfs/image-png-Jan-21-2026-04-34-25-8610-AM.png?width=670&height=333&name=image-png-Jan-21-2026-04-34-25-8610-AM.png) **Drill-down view:** Click a Category bar to view Action Items grouped by Account for the selected Category: ![](https://help.fldata.com/hs-fs/hubfs/image-png-Jan-21-2026-04-34-50-6129-AM.png?width=670&height=330&name=image-png-Jan-21-2026-04-34-50-6129-AM.png) This can be filtered by Category if desired. - [Management of Change (MOC)](https://help.fldata.com/kb/management-of-change-moc?hsLang=en#main-content) - [MOC Basics](https://help.fldata.com/kb/management-of-change-moc?hsLang=en#moc-basics) - [MOC Settings](https://help.fldata.com/kb/management-of-change-moc?hsLang=en#moc-settings) - [MOC Stages](https://help.fldata.com/kb/management-of-change-moc?hsLang=en#moc-stages) - [Learning Management System (LMS)](https://help.fldata.com/kb/learning-management-system-lms?hsLang=en#main-content) - [LMS People](https://help.fldata.com/kb/learning-management-system-lms?hsLang=en#lms-people) - [LMS Author](https://help.fldata.com/kb/learning-management-system-lms?hsLang=en#lms-author) - [LMS Curriculum](https://help.fldata.com/kb/learning-management-system-lms?hsLang=en#lms-curriculum) - [LMS Classes](https://help.fldata.com/kb/learning-management-system-lms?hsLang=en#lms-classes) - [LMS Settings](https://help.fldata.com/kb/learning-management-system-lms?hsLang=en#lms-settings) - [Events & Action Items (ACT)](https://help.fldata.com/kb/events-action-items-act?hsLang=en#main-content) - [Event Stages and Tasks](https://help.fldata.com/kb/events-action-items-act?hsLang=en#event-stages-and-tasks) - [Action Items](https://help.fldata.com/kb/events-action-items-act?hsLang=en#action-items) - [ACT Settings](https://help.fldata.com/kb/events-action-items-act?hsLang=en#act-settings) - [ACT Basics](https://help.fldata.com/kb/events-action-items-act?hsLang=en#act-basics) - [Contractor Safety Management (CSM)](https://help.fldata.com/kb/contractor-safety-management-csm?hsLang=en#main-content) - [CSM EHS Owners](https://help.fldata.com/kb/contractor-safety-management-csm?hsLang=en#csm-ehs-owners) - [CSM Contractors](https://help.fldata.com/kb/contractor-safety-management-csm?hsLang=en#csm-contractors) - [CSM Contractor Administrators](https://help.fldata.com/kb/contractor-safety-management-csm?hsLang=en#csm-contractor-administrators) - [Reporting](https://help.fldata.com/kb/reporting?hsLang=en) - [Dashboards](https://help.fldata.com/kb/dashboards?hsLang=en#main-content) - [LMS Dashboards](https://help.fldata.com/kb/dashboards?hsLang=en#lms-dashboards) - [MOC Dashboards](https://help.fldata.com/kb/dashboards?hsLang=en#moc-dashboards) - [Action Item Dashboards](https://help.fldata.com/kb/dashboards?hsLang=en#action-item-dashboards) - [Event Dashboards](https://help.fldata.com/kb/dashboards?hsLang=en#event-dashboards) - [Mobile App](https://help.fldata.com/kb/mobile-app?hsLang=en#main-content) - [App Overview](https://help.fldata.com/kb/mobile-app?hsLang=en#app-overview) - [Mobile App Offline](https://help.fldata.com/kb/mobile-app?hsLang=en#mobile-app-offline) - [Technical Services](https://help.fldata.com/kb/technical-services?hsLang=en#main-content) - [Frontline Services](https://help.fldata.com/kb/technical-services?hsLang=en#frontline-services) - [General](https://help.fldata.com/kb/technical-services?hsLang=en#general) [![Chill listening crop-3](https://help.fldata.com/hs-fs/hubfs/fldata-logo.png?width=110&height=24&name=fldata-logo.png "Chill listening crop-3")](https://fldata.com) fldata.com Help Center Copyright © 2026, Frontline Data Solutions