Assetas support

Dashboard

In Assetas, 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 | Navigate to your dashboard | Manage individual dashboard controlsRelated topics

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.

Dashboard data
 
 

​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. 

Navigate to your dashboard
Manage individual dashboard controls

Within each dashboard control, interact with and refine the controls to meet your goals.

  1. Select "My Dashboard" on the sidebar navigation. 

  2. There are three tools for each control.

  • Select the "Open as a report" button to open the dashboard as a report.  From here, you can explore the data freely by refining filters, digging into specific data points, or saving the updated report under a new name.

  • Select the "Configure this control" tool to revise the filters on the report.  

 

 

 

 

 

  • Toggle the "Collapse this control" button to collapse the dashboard control.  Once collapsed, select again to expand the dashboard control.

Any configuration changes to the control will only affect this specific dashboard control.  Changes to the original report must be made at the report.