Learn how the analytics dashboard behaves, how data refreshes, and how to keep it organized for each client.
Looking for widget specifics?
Jump to the widget reference
Use the client switcher to search by initials, name, or ID. Your last selection is remembered in this browser.
If a client isn’t connected, widgets show “Client not connected” and inputs are disabled until the connection is active.
The active client persists across refreshes and tabs.
Switching clients reloads all widgets—progress, habits, goals, insights, logs, and sessions—immediately.
Some widgets have actions: Generate overview (provider summary), Assess risk (7/14/30-day windows), and Refresh (latest assessments). Actions always apply to the current client.
If data sharing is off (e.g., journaling or AI therapy), widgets show “Data not shared” so you can request consent.
Drag a widget by its header to reorder. Your layout is saved per browser.
Use Add widget to place any missing widget. Duplicates are prevented; picking an existing type highlights the original.
The three-dot menu lets you change a widget’s type or remove it. Removed defaults can be re-added from Add widget.
Toolbar settings are remembered per client (e.g., pinned categories or selected time window).
The score pill shows the latest value; hover to see the timestamp and context.
If the layout looks off, remove and re-add widgets or clear this site’s storage for a clean reset.
After a major session, use the manual actions (Generate overview, Assess risk, Refresh) to ensure insights reflect the newest work.