Dashboards

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The Dashboard provides real-time reporting using tables, charts, and graphs. The Dashboard displays any number of individual dashboard controls that allow you to understand your data at a glance. From here you can pinpoint outliers, identify gaps, and dive deeper into the data.

Dashboard data

The first time you log into the system, you will see the defaulted dashboard controls based on your security role.

Dashboards display data in the following formats:

  • Map: Plot coordinates to clearly understand where assets are located.
  • List: Review customized tabular data sets.
  • Charts: Compare trends using graphical representations.
  • Calendar: Visualize notifications with a weekly, monthly, or agenda view.

Hover over the name of the control to easily view each control’s filters, including the date range selected. Select the Configure option in the action menu to adjust the control’s filters.

Navigate to your dashboard

Below are the two ways to navigate to your dashboard.

  1. Select the Assetas logo in the top left of the menu bar.
  2. Select “My Dashboard” on the sidebar navigation. 

Manage individual controls

Any configuration changes to the control will only affect your specific dashboard control. Changes to the original (global) report must be made at the report level.

  1. Select “My Dashboard” on the sidebar navigation. 
  2. There are four tools available for each control.
    • Refresh to reload this control with the latest available data. Alternatively, the F5 key refreshes the entire dashboard, or you may reload the page for a full refresh.
    • Configure to rename the control and refine filters on the displayed data, such as date range.
    • Open as Report to open the dashboard as a report. This option will allow you to explore the data freely by refining filters, investigating specific data points, and/or saving the updated report under a new name.
    • Collapse to collapse the dashboard control. Once collapsed, select again to expand the dashboard control.
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