> For the complete documentation index, see [llms.txt](https://prohelp.assetpanda.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://prohelp.assetpanda.com/dashboard.md).
# Dashboard
#### 
[Visit the Dashboard in the app](https://assetpanda.app/dashboard)
The Asset Panda Pro Dashboard provides a customizable interface to visualize and manage record data. Dashboards consist of customizable widgets that display different types of data with specific formatting.
Dashboards contain widgets, which contain different types of charts and data configured based on available collections.
***
## View a dashboard
When multiple dashboards are configured in an account, you can select the dashboard that is displayed.
1. Select  **Dashboard**. The default dashboard is displayed.
2. From the drop-down list above the dashboard, select the dashboard to view.
{% hint style="info" %}
To make the displayed dashboard the default that is displayed when you access the Dashboard view, select **Set as default**.
{% endhint %}
3. To view a widget in a larger window, select  in the widget header and select **Expand**. You can also click **Download** in the expanded view to save a PDF of the widget view.
4. To view data associated with a chart element, click the chart element. The record data associated with the chart is displayed in a new tab.
5. In calendar views, use the following options to adjust the calendar view:
* Select the month and year from the drop-down list above the calendar to change the calendar.
* In the upper-right corner of the calendar, select an option from the drop-down list to display the calendar by **Day**, **Week**, or **Month**. You can also select whether to display the **Calendar** or the **List** of events.
* If more events can be displayed for a date, click **+ more** to display more information in the day view of the calendar.
{% hint style="info" %}
When you interact with a date in a calendar, the calendar picker automatically highlights the selected date. If the number of events in a list view exceeds the initial visible area, a loading indicator appears while additional records load.
{% endhint %}
***
## Export dashboard data
1. [View a dashboard](#view-a-dashboard).
2. To export the full dashboard:
1. Click **Export** :arrow-up-from-bracket: and then edit the file name and its download location.
2. Click **Save**. The dashboard contents are saved to a PDF file in the specified location.
3. To export a widget's contents:
1. Click  in the widget header and then select **Export**.
2. Edit the file name and its download location and then click **Save**. The widget contents are saved to a PDF file in the specified location.
***
## Add a dashboard
1. Select  **Dashboard** and then click **Manage** :gear:. The **Dashboard management** page is displayed.
2. Click **Add**. The **New dashboard** page is displayed.
3. Select the **Account** for which you want to add a dashboard.
4. Enter the **Dashboard name**.
5. Optionally, enter a **Description** to explain the purpose or content of the dashboard.
6. Select **Create**. The empty dashboard is displayed.
7. [Add widgets](#add-a-widget) to the dashboard.
***
## Add a widget
1. [View a dashboard](#view-a-dashboard).
2. Click **Add Widget**. The **Widgets** page is displayed.
3. Select the widget type you want to add:
* **Chart**: Display a graphic representation of data.
* **Calendar**: Display date-based records from any module in a calendar format.
* **List view:** Display a view of a collection or saved view.
4. Click **Add**. The **Widget setup** page is displayed.
5. Configure the widget:
* [Add a chart](#add-a-chart)
* [Add a calendar](#add-a-calendar)
* [Add a list view](#add-a-list-view)
6. Click **Add**. The widget is displayed at the bottom of the dashboard.
7. Select  in the widget header and then drag the widget to the appropriate location in the dashboard.
### Add a chart
1. Select the **Chart type** for the widget to compare data or variables to identify patterns, trends, and differences:
* **Bar**: Display bars that represent a count of objects or the summary of a selected metric for a specific field.
* **Line**: Display lines that represent a count of objects or the summary of a selected metric for a specific field.
* **Pie**: Display the ratio of a values for a selected field. Pie elements can represent a count of objects or a sum of field values.
* **Table**: Display an itemized summary of values for a selected field.
* **Count**: Display the count of records for the selected collection or sum of field values for a selected collection field.
2. Enter the **Chart name**.
3. Enter a **Chart description** to provide more explanation for the chart.
4. Select the **Module** for which you want to display data in the widget.
5. Select a **Data source** to specify the collection or saved view for which you want to display data.
6. For bar and line charts:
1. Select the **X-axis** field to be displayed as data elements in the chart.
2. For **Y-axis**, select whether the bars or line points reflect a **Count** of objects for the selected X-axis field or the summarized results of a selected **Field**.
3. If the Y-axis reflects a field, select the **Field** and then select how to summarize the data (for example, **Sum**).
7. For pie charts:
1. Select the Field to be displayed in the chart.
2. Select whether the selected field's data should be displayed as a **Count** of values or **Sum** of values in the pie chart.
3. To display the total count or sum of field values, select **Show total value**.
4. To show each value's percentage of the total instead of the individual count or sum, select **Show percentage**.
8. For tables:
1. Select the field to be itemized in the widget.
2. Under **Aggregate**, select whether to display the **Count** of objects for each field value or the **Sum** of values for the selected field.
3. To include a total row in the data table, select **Show total value**.
9. For counts:
1. Under **Aggregate**, select whether to display the **Count** of objects in the selected **Data source** or whether to display the **Sum** of a selected field.
2. If displaying a **Sum** in the widget, select the **Field** to be summarized in the widget.
10. Click **Add**.
### Add a calendar
The calendar widget supports Month, Week, and Day views, helping you track upcoming deadlines, events, or scheduled tasks. You can open record details directly from the widget, switch between views seamlessly, and configure multiple calendar widgets as needed.
1. Enter the **Calendar name** (for example, **Upcoming Maintenance**).
2. Enter a **Calendar description** to provide more explanation for the calendar.
3. Select the **Module** for which you want to display data.
4. Select a **Data source** to specify the collection or saved view for which you want to display data. The data source must contain at least one date field.
5. Select the **Date field** to determine the record's date assignment in the calendar (for example, Service Date).
6. Optionally, select a **Display** **field** to define the label shown for each calendar event (for example, Asset Name).
7. Click **Add**.
### Add a list view
1. Enter the **List name**.
2. Enter a **Calendar description** to provide more explanation for the calendar.
3. Select the **Module** for which you want to display data.
4. Select a **Data source** to specify the collection or saved view for which you want to display data.
5. Click **Next**. The list of fields associated with the collection or saved view is displayed.
6. To hide fields in the list, select **Hide field** . To reinstate a hidden field, select **Show field** .
{% hint style="info" %}
Select **Hide field**  above the field list to hide all fields. To reinstate all hidden fields, select **Show field**  above the list.
{% endhint %}
7. To rearrange fields in the list, select **Rearrange**  and then drag the field row to the appropriate location in the list.
8. Click **Add**.
***
## Edit a widget
1. [View a dashboard](#view-a-dashboard).
2. Click  in the widget header and then select **Edit**.
3. Edit the widget details. See [Add a widget](#add-a-widget).
4. After changes are made, click **Save**.
***
## Delete a widget
1. [View a dashboard](#view-a-dashboard).
2. Click  in the widget header and then select **Delete**. A confirmation message is displayed.
3. Click **Delete**.
***
## Edit dashboard details
You can edit the name or description of a dashboard. You can then edit the widgets on the dashboard.
1. Select  **Dashboard** and then click **Manage** :gear:. The **Dashboard management** page is displayed.
2. To edit the dashboard's name or description:
1. Select  for the dashboard to edit and then select **Edit**.
2. Edit the **Dashboard name** or **Description**.
3. Click **Save**.
3. To show or hide the dashboard, select the toggle in the dashboard row.
4. To make a dashboard the default, select  for the dashboard and then select **Set as default**. The :star: icon is displayed for the default dashboard.
5. When multiple dashboards are configured, select **Rearrange**  next to a dashboard and drag it to the appropriate location in the list.
***
## Search for a dashboard
When multiple dashboards exist, you can search to locate specific dashboards by name or description.
1. Select  **Dashboard** and then click **Manage** :gear:. The **Dashboard management** page is displayed.
2. In the **Search** field above the list, enter part or all of the dashboard name or description.
3. In the drop-down list next to the **Search** field, select an option to limit the search to the **Current page** of dashboards or select **Global** to search all dashboards.
4. Press **Enter**. Dashboards with a name or description that contains the search text is displayed.
***
## Share a dashboard
1. Select  **Dashboard** and then click **Manage** :gear:. The **Dashboard management** page is displayed.
2. Click **Share** :share-nodes: next to the dashboard to share. The **Share** pane is displayed.
3. To share the dashboard with users of a specific role, select the **Module** and **Role**. Click **Add role** to share the dashboard with multiple roles.
4. To share the dashboard with specific users, select the user from the available list. Repeat the step to share with multiple users.
5. Click **Share**.
---
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