Dashboard

Visit the Dashboard in the app

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.

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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.

To make the displayed dashboard the default that is displayed when you access the Dashboard view, select Set as default.

1. 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.

2. 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.

3. 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.

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.

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Export dashboard data

1. View a dashboard.

2. To export the full dashboard:

   1. Click Export 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.

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Add a dashboard

1. Select Dashboard and then click Manage . 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 to the dashboard.

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Add a widget

1. 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 calendar

   • 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 .

Select Hide field above the field list to hide all fields. To reinstate all hidden fields, select Show field above the list.

1. To rearrange fields in the list, select Rearrange and then drag the field row to the appropriate location in the list.

2. Click Add.

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Edit a widget

1. View a dashboard.

2. Click in the widget header and then select Edit.

3. Edit the widget details. See Add a widget.

4. After changes are made, click Save.

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Delete a widget

1. View a dashboard.

2. Click in the widget header and then select Delete. A confirmation message is displayed.

3. Click Delete.

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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 . 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 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.

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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 . 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.

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Share a dashboard

1. Select Dashboard and then click Manage . The Dashboard management page is displayed.

2. Click Share 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.