Custom Analyses and Dashboards through QuickSight

Overview

Amazon QuickSight is Accountability’s advanced custom reporting solution that enables agencies to create tailored analyses and dashboards using their operational data. QuickSight extends beyond standard reporting capabilities to offer flexible analysis tools, self-service report creation, user-defined visualizations, and custom dashboard creation.

The QuickSight user interface is embedded directly within Accountability, allowing users to access dashboards from their profile without switching platforms.

Prerequisites

Before using QuickSight in Accountability, ensure the following:

Your agency database has been enabled for QuickSight (submit a setup request).
You have an active Accountability user profile.
Your user record has been registered for QuickSight access.
You’ve been assigned the appropriate access level (Author or Reader).
Relevant datasets (e.g., General Ledger, Jobs, Timesheets) are available and connected.

Accessing QuickSight

To access QuickSight:

Navigate to your Employee Record in Accountability.
Under Settings, select Register QuickSight User.
Choose the appropriate access level:
- Author: Can create reports and dashboards.
- Reader: View-only access.
Click OK. A QuickSight user account will be automatically created.

User Access Management'

System administrators manage QuickSight access via User Access Groups:

Go to Set Up Files > User Access Groups.
Select the group to update.
Assign QuickSight-related permissions.
Use the Dashboard Tile Form to manage access to specific dashboard tiles.

To revoke access, remove the user from the QuickSight group or disable their registration.

Working with Datasets

QuickSight dashboards are powered by datasets connected to Accountability. Available datasets include:

Dataset	Description
General Ledger	Financial data for revenue, expenses, and balances.
Jobs	Project-level data including estimates and costs.
Timesheets	Employee time tracking and job allocations.
Media	Vendor and media spend data.

Users can:

Select variables such as client, job, or GL account.
Define time periods (Month, YTD, Last 12 Months).
Apply filters and comparative metrics.
Use Financial Report Format to select relevant GL accounts.

Recurring datasets can be scheduled for automatic refresh or creation.

Generating Reports and Dashboards

A QuickSight dashboard is a collection of one or more reports (analyses). Users can:

Create visualizations using charts (line, bar, pie), single values, or comparative metrics.
Customize dashboard tiles and layout.
Publish dashboards to other users in the agency.
Set dashboards as homepage defaults for quick access.

To publish a dashboard:

Click the Publish icon.
Select employees to share with.
Add an optional message.
Click Publish.

An email notification will be sent to recipients.

Submitting Requests or Troubleshooting

To enable QuickSight or report an issue:

Submit a Support Ticket via the magnifying glass icon > Support Tickets.
Include the subject, severity, and description.
Attach relevant files or screenshots.
Alternatively, email support at support@counta.com if you cannot access the system.

For dataset setup or refresh requests, submit a Data Source Ticket through the same support portal.

Article Title	Description
Setting Up QuickSight	Steps to enable QuickSight for your agency and submit a setup request.
Managing QuickSight User Access	How to grant or modify QuickSight permissions for existing users.
Creating and Publishing Dashboards in QuickSight	How to build, customize, and share dashboards with other users.
Accessing Datasets in QuickSight	How to locate and open datasets connected to your Accountability data.
Creating Recurring Datasets in QuickSight	Set up automated dataset refresh or scheduled dataset creation.