In this article, we will go over how to use the dashboards in Dalux FM instances, and you will learn how to create custom dashboards suited to your purposes.
The dashboard is the first page you encounter when opening a Dalux FM instance. The dashboard(s) are used to display information about the instance and will dynamically reflect changes made.
Using the dashboard allows you to gather general information from the instance about assets, work orders, and tickets without having to delve into each of the modules to do so.
Table of contents
Video
Navigate and use the dashboard
The main dashboard is available in the instance and already set up and will display information on all three modules. You can however create your own custom dashboards, tailored to the needs of specific teams or users.
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Create custom dashboards
User rights
Only Dalux FM administrators can create custom dashboards. However, all users invited to the FM instance will be able to see the created dashboards.
To create custom dashboards, go to Dashboard
Home
Create dashboard.
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From this new window, you need to choose what underlying data will be the base of the dashboard and the layout template.
Technical information
Important: The dashboard data cannot be changed once the dashboard has been created. The layout however can be customized at all times.
Dashboard data
You need to choose whether the new dashboard should pull data from one of the following three:
- Assets
- Tickets
- Work orders
The choice will determine the module from which data can be pulled and displayed on the dashboard.
Layout template
The layout template simply determines the starting point for your dashboard creation and can be arranged as you see fit.
Customizing the dashboard
After selecting your data and template, you can edit the dashboard. From here you can rename the dashboard, rearrange and add elements, and select the data chart that should be placed in each dashboard element.
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To add data to an element, click Select chart, which will open a window where you can select between graphs, timelines, and other charts, such as list views or metrics.
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When an element has been chosen, you can further customize how and which data the element will display by clicking the -icon in the top right of the element:
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Here you can, for example, change what is shown, how the data is grouped and the number of divisions for the chosen pie chart or bar chart. This way you can finely control the data displayed.
Tips and tricks
The display of data can be even more finely controlled by using the filters function to narrow down the data shown.
Resize and move elements
You can also resize and move the elements around to make room for more or arrange it in a better way. To move it hover your mouse over the element and then hold left-click down and drag it to the position you want to move it to.
To resize it, move your mouse to either the bottom right corner, bottom edge, or the right edge:
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Add more elements
If you need more elements, you can add more by clicking Add element:
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To delete elements, click on the -icon in the top right corner of the element and then click on the
-icon in the lower left of the pop-up window:
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When you are done creating and customizing your dashboard, click the 'Save' button in the top bar.
Edit dashboards
If you need to change the dashboard, select the dashboard you need to edit in the sidebar menu and click Edit:
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Delete Dashboards
You can delete a dashboard by selecting the dashboard in the sidebar menu and click
Edit
More
Delete dashboard:
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Read more
If you want to learn more about using assets, tickets, and work orders, you can read these articles: