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Create a Custom Dashboard

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This article explains how to create a custom dashboard and add report cards to an existing dashboard.

Create a Custom Dashboard​

When you create a custom dashboard, it starts as a draft that's only visible to you. When you publish the draft, anyone with reporting visibility can see it.

You can only have the current published version of a dashboard and one unpublished draft at any given time. MaintainX® doesn't keep multiple versions of a custom dashboard. Once you publish a custom dashboard, you can't roll it back to a previous version.

note

You can only copy unpublished drafts of custom dashboards. For more information, see Copy a Custom Dashboard.

The number of custom dashboards you can create depends on your plan. You can create one custom dashboard on the Essential plan, three on the Premium plan, and unlimited on the Enterprise plan. For more information, contact your MaintainX representative.

To create a custom dashboard:

  1. From the sidebar, select Reporting, then select one of the following: Work Orders, Asset Health, or Reporting Details.

  2. Navigate to the card that you would like to add to your custom dashboard.

  3. On the card, select + Add to Dashboard.

  4. Select + New Dashboard. The New Dashboard dialog box appears.

  5. Enter a title and description.

  6. Select Create Dashboard.

    The new custom dashboard is saved in Dashboards.

  7. Select Publish to make your custom dashboard visible to everyone with reporting visibility.

Add a Card to an Existing Dashboard​

After creating a custom dashboard, you can customize it by adding report cards.

  1. From the sidebar, select Reporting, then select one of the following: Work Orders, Asset Health, or Reporting Details.
  2. Navigate to the card you want to add to your custom dashboard.
  3. On the card, select + Add to Dashboard.
  4. Select the existing custom dashboard where you want to add the report card.
  5. In the + Add to Dashboard dialog box, select Save.

The card now appears on the existing custom dashboard.

Add Custom Report Card

You can also add custom report cards to an existing dashboard. For more information, see Add a Custom Report to a Dashboard.