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Longitudinal Database (2 arms)PID 3
Project Dashboards
VIDEO: How to use Project Dashboards (23 min)

Project Dashboards are pages with dynamic content that can be added to a project. They can utilize special Smart Variables called Smart Functions, Smart Tables, and Smart Charts that can perform aggregate mathematical functions, display tables of descriptive statistics, and render various types of charts, respectively. Project dashboards have two basic attributes: a title and a body. User access privileges are customizable for each dashboard, and anyone with Project Design privileges can create and edit them. A wizard is provided on the Project Dashboard creation page to help you easily construct the syntax to add Smart Functions, Smart Tables, or Smart Charts to your dashboards, and a list of helpful examples is also included. Learn more

Data filtering: By default, Smart Functions, Smart Tables, and Smart Charts will utilize all the data from *all records* in the project. However, you may utilize a subset of the data in the project by limiting them to a specific report's data (using a unique report name), to records belonging to one or more DAGs, and/or to data in specific events (if the project is longitudinal). Unique report names can be found for each report listed on the "My Reports & Exports" page. You can append the unique report names, unique DAG names, and unique events names to any Smart Function, Smart Table, or Smart Chart using the syntax described in the Smart Variables documentation.

Set as "public": Project dashboards may also be optionally set as "public", which means that they can be viewed outside of the REDCap project by anyone with the unique link to the public dashboard (i.e., without logging in). To help protect potentially sensitive data being displayed on public dashboards, any Smart Function, Smart Table, or Smart Chart displayed on the public version of the dashboard will not be rendered unless they are utilizing/displaying at least 11 data points.

Dashboard title:
User access:
Choose who sees this dashboard on their left-hand project menu
(Note: Users with Setup/Design privileges can still access all dashboards via the Project Dashboards page.)
All users
– OR –
Custom user access(Choose specific users, roles, or data access groups who will have access)
Set as "public":
Enabling this feature below will auto-generate a public link for viewing the dashboard without needing to log in to REDCap.
Dashboard content:
Add any static or dynamic text to be displayed, including Smart Functions, Smart Tables, and Smart Charts.
Dashboard help:
Examples of Smart Functions, Smart Tables, and Smart Charts:
Learn how to use
[aggregate-mean:age] [aggregate-count:record_id] [aggregate-max:weight:R-319PCCFN87] [stats-table:height,weight,bmi,age] [stats-table:weight,height:min,max,median] [stats-table:weight,height:user-dag-name] [scatter-plot:weight,height] [scatter-plot:weight,height,gender] [line-chart:weight,height:R-5898NNMYL4] [line-chart:weight,height,gender] [pie-chart:education_level] [pie-chart:race:vanderbilt_dag,duke_dag] [donut-chart:race:enroll_arm_1,visit1_arm_1] [bar-chart:ethnicity:R-131EDWCJHN] [bar-chart:race,gender:bar-vertical,bar-stacked]
Cancel
You may create a short and easy to remember custom URL that redirects to your public dashboard. Enter the your desired custom URL that you wish to redirect to your public dashboard. When submitted, it will check if the URL has already been taken. If not, it will save the custom URL here in your project so that you may continue to use it.
https://redcap.link/
NOTICE: The ending of custom URLs may only contain letters, numbers, dots/periods, dashes, and underscores.
This wizard can help you create a new Smart Function, Smart Table, or Smart Chart that you can then use in a Project Dashboard. Simply make selections using the drop-down lists below regarding which Smart Variable you wish to use, which fields to be utilized in it, and other optional features available. Once your selections have been made, you may click the 'Copy to clipboard' button at the bottom, after which you may paste that generated text into the body of your Project Dashboard.
Step 1) Choose a Smart Variable to create:
Step 2) Choose a field to utilize:
Step 3) Optional data filtering and other settings:
By default, Smart Functions, Smart Tables, and Smart Charts will utilize all the data from *all records* in the project. However, you may utilize a subset of the data in the project by limiting them to a specific report's data (using a unique report name), to records belonging to one or more DAGs, and/or to data in specific events (if the project is longitudinal).
Table columns to display:
Filter the data using a report:
Filter the data using events:
Step 4) Copy the generated Smart Variable syntax and paste it in your project dashboard:
 REDCap 12.2.0 - © 2025 Vanderbilt University