How to Create REDCap Project Dashboards

Owned by Bianca Lasalandra
Last updated: Jan 17, 2022 by Emily Martens
2 min read

Project dashboards display dynamic content based on data within a project. Special Smart Variables called Smart Functions, Smart Tables, and Smart Charts, can be used to aggregate mathematical functions, display tables of descriptive statistics, and render various types of charts within REDCap, respectively.

You can control which users can create and view dashboards within a REDCap Project. REDCap users who have been granted Designer access to a project can create and edit project dashboards. Dashboards can be exported as PDF files, and some elements can be exported as CSV files.

 

How to create a Project Dashboard

  1. Navigate to your project in REDCap and click Project Dashboards in the Applications menu.

  2. Click Create New Dashboard,

    • Please note that you will need to be granted Designer access to a project in order to create or edit project Dashboards.

    • If you have any questions regarding your project access, please reach out to your IDP Lead or create a ticket using the form below.

  3. In the Dashboard Settings Page enter a Dashboard Title (1), select the desired User Access (2), and then enter the smart variables you wish your dashboard to display into the Dashboard Content field (3).

    • Sample Smart Variables can be found at the bottom of the page. To learn more, click the Smart Variables (4) button.

    • Alternatively, you can click Use the Wizard (5) to see recommended visualizations from REDCap.

    • To create a standard Brain-CODE Dashboard, please copy and paste the content in the attached .txt file.

  4. Click Save Dashboard (6).

How to export a Project Dashboard

  1. To view a dashboard, select the appropriate Dashboard from the Project Dashboards menu.

  2. Click the Edit button in the top right-hand corner of the dashboard to make changes.

  3. To export a dashboard in its entirety, click Export as PDF. Select tables can be exported as CSVs. Review the visualization and click Export table (CSV) if available.