Summary
This article explains the differences between the Hierarchy Dashboard and the Corporate Dashboard in Passport, including how each is structured, when to use each, and the unique value each offers clients. It helps clarify whether a client needs flexible multi-facility viewing through a Corporate Dashboard or a formal organizational roll-up through a Hierarchy Dashboard.
Overview
Both the Hierarchy Dashboard and the Corporate Dashboard help clients view data across multiple facilities or units, but they are designed for different purposes. The easiest way to think about the difference is this:
- A Corporate Dashboard is best for operational grouping and quick multi-site viewing
- A Hierarchy Dashboard is best for representing organizational structure and roll-up relationships
At a glance
| Dashboard Type | Primary Purpose | Best For | Unique Client Value |
|---|---|---|---|
| Corporate Dashboard | Combines selected facilities or units onto one dashboard view | Multi-site reporting, grouped oversight, role-based access to custom views | Lets clients quickly see multiple facilities or units on one page without toggling between dashboards |
| Hierarchy Dashboard | Represents the organization in a parent-child structure using nodes | Enterprise structures, regional rollups, network-to-facility relationships, visualizing how parts of the business connect | Lets clients mirror their real organizational structure in Passport and roll data up through that structure |
What is a Corporate Dashboard?
A Corporate Dashboard allows users to view all or some chosen facilities or units on one page instead of switching between individual facility dashboards. These views can be grouped in ways that make sense to the client, such as by:
- line of business
- region
- state
- custom operational grouping
Corporate Dashboards can be created in two ways:
- Manually in the system through View Configurator
- Automatically during bulk user upload by placing an asterisk (*) in the View column
Users must have View Management Access Admin Permissions to create, update, or manage Corporate Dashboard views.
Unique value of the Corporate Dashboard
From a client perspective, the Corporate Dashboard is valuable because it gives teams a simple, flexible way to monitor multiple locations at once.
Why clients use it
- Reduces the need to toggle between individual facility dashboards
- Makes it easier to create dashboard views around business needs, not just system structure
- Supports custom groupings for different audiences, such as executives, operations leaders, or regional managers
- Allows administrators to assign specific dashboard views to specific users
Best fit
The Corporate Dashboard is ideal when a client wants a practical, user-friendly view across selected facilities or units, especially for day-to-day oversight and reporting.
What is a Hierarchy Dashboard?
A Hierarchy Dashboard is built from the organization’s hierarchy structure in Passport. It uses uploaded files to organize facilities and nodes into a pyramid or parent-child structure that reflects how the organization is actually arranged.
To create a hierarchy structure, clients upload four files in this order:
- Facility file
- Unit file
- Node Hierarchy file
- User file
The Node Hierarchy file is what defines the structure. It allows facilities and custom groupings to roll up under parent nodes.
There are three supported node types:
- Network – the highest level, representing the organization as a whole
- Facility – an existing facility in the system
- Named – a custom grouping such as a region, division, or business segment
After a new Node Hierarchy file is uploaded, a new User file must also be uploaded for the hierarchy updates to become visible.
Unique value of the Hierarchy Dashboard
From a client perspective, the Hierarchy Dashboard is valuable because it allows Passport to mirror the client’s actual organizational structure.
Why clients use it
- Creates a true roll-up model of the business
- Shows how facilities and groups relate to one another in a structured way
- Supports complex organizations with multiple levels, such as networks, divisions, regions, and facilities
- Makes it easier to represent leadership, reporting, or oversight relationships in the platform
Best fit
The Hierarchy Dashboard is ideal when a client wants to reflect enterprise structure, not just group locations for convenience.
Key differences
1. Purpose
Corporate Dashboard
Built to create a shared dashboard view across selected facilities or units.
Hierarchy Dashboard
Built to create a structured organizational model with parent-child relationships.
2. How it is organized
Corporate Dashboard
Organized by selected facilities/units placed into a view. Groupings can be based on business lines, states, regions, or other practical needs.
Hierarchy Dashboard
Organized by nodes that define how parts of the organization roll up to each other, such as Network > Named Region > Facility.
3. How it is created
Corporate Dashboard
Created manually in View Configurator or automatically through bulk user upload using * in the View column.
Hierarchy Dashboard
Created through a file-based hierarchy build, requiring Facility, Unit, Node Hierarchy, and User uploads in a specific order.
4. Flexibility vs. structure
Corporate Dashboard
More flexible for creating user-specific or role-specific views.
Hierarchy Dashboard
More structured and designed to preserve organizational relationships.
5. Maintenance
Corporate Dashboard
Can be managed directly in the application through View Configurator by users with the right permissions.
Hierarchy Dashboard
Requires file maintenance. Uploading a new Node Hierarchy file replaces the prior hierarchy structure, and omitted nodes are removed.
When should a client use each?
Use a Corporate Dashboard when the client wants to:
- See several facilities on one page
- Group facilities for easier monitoring
- Give different users access to different grouped views
- Organize dashboards by region, business line, or state without building a formal hierarchy
Use a Hierarchy Dashboard when the client wants to:
- Represent how the organization is actually structured
- Define roll-up relationships between enterprise levels
- Create named parent groupings, such as regions or divisions
- Maintain a formal network-to-facility structure in Passport
Summary
A Corporate Dashboard is a custom, grouped view of facilities or units for easier access and reporting.
A Hierarchy Dashboard is a structural model of the organization that shows how facilities and groups roll up within the business.
If a client’s main goal is convenience and visibility across multiple locations, the Corporate Dashboard is usually the better fit.
If a client’s main goal is to represent enterprise structure and roll-up relationships, the Hierarchy Dashboard is the better fit.
In many cases, the two serve complementary purposes:
- Corporate Dashboard = easier multi-site viewing
- Hierarchy Dashboard = more accurate structural representation of the organization