Lumar Monitor provides dashboards to help you easily spot spikes or trends in accessibility issues across multiple sites or important sections of your site.
You can view a 'How To' tour by clicking on the gif below or read on for step-by-step instructions on how to create Dashboards in Monitor.
Once you’ve logged into Lumar Monitor, click ‘New’ at the top left of your screen.
You’ll now see the ‘Create new board’ screen where you can give your new board a name. Underneath this you’ll see:
- Available views on the left hand side, which displays all of the views available across the whole account, filterable by project name or domain, segment name and crawl frequency. ‘All URLs’ indicates the entire project (i.e. no segment selected) whereas segment views will have the name of the segment indicated.
- Selected views on the right and side, which shows the specific views you have chosen to use in this board and any of its dashboards.
To select a view, simply click on the ‘Add’ button to move it from the available views list to the selected views list. By default, all views selected in the board settings will display on new dashboards, but you’ll be able to customize this later.
After you select your desired views, click on ‘Next’ at the top right of your page.
You’ll then see an option to choose a template. These have pre-set metrics that you can use to get started and customize rather than building a dashboard from scratch, to help save you time and quickly get up and running with Monitor.
For accessibility, you can choose dashboard templates for WCAG Level A, AA, AAA and Best Practices. If you click to select one of the templates, you'll see which reports are included. If you have health scores included in your subscription, you can also choose the A11y Health Score Dashboard on the left hand side by checking the box to the left of the template. This will create a dashboard with the overall accessibility health score, as well as the Level A, Level AA, Level AAA and Best Practices health scores. You can also create dashboards for subcategory health scores for levels A, AA and AAA, and best practices, to focus on specific areas as needed.
Once you’ve selected the template, click ‘Create board’ in the top right hand corner of the screen.
To customize each board, the “selected views” options allow you to show or hide views from the list selected in the board settings. Once this has been set, you can then choose which of the views you’ll see in the top graph.
Within each board, you can create different dashboards that will show trend lines for selected metrics and each project. As new scheduled crawls complete in the platform, the data will become available in Monitor. Within each cell, you’ll see the following information:
- The total number of pages in the last crawl for the relevant metric.
- The absolute change in the number of pages compared with the previous crawl.
- The % of difference in pages compared to the previous crawl.
Clicking on the relevant trend graph will take you to the corresponding report in Analyze.
Adding a New Dashboard Within a Board
Within each board you can then have additional dashboards. To create, click on the + sign at the top of the screen and choose ‘New report dashboard’.
You can then give your dashboard a name and hit return (or click outside of the edit field) and the dashboard will create. You can then change the columns (see above) and change the metric in the top graph to reflect what you want to track in this particular dashboard. For example, you may want to create a board for WCAG Level A issues, and then dashboards for issues like ARIA, Color, Forms, Keyboard, etc.