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Reporting: Creating Dashboards with Templates

Learn how to create dashboards with templates in the FlowPath Reporting Suite

Updated this week

The FlowPath reporting suite comes with a library of templates that makes creating a new dashboard quick and easy.

There are eight different pre-loaded templates within your FlowPath Reporting Suite. Each of these templates can be adjusted and customized to fit your business needs, or you can create a blank dashboard and build from scratch with panels.

Create a New Dashboard

1. Click "CreateDashboard"

2. Name your dashboard and then select the dashboard template.

3. Choose what template you want from the list of out of the box dashboards.

4. Click "Create" once you selected one.

5. Based on the template, the relevant pre-populated panels will appear showing you data that is currently in FlowPath.

6. You can build of a template dashboard by adding panels as you need.

List of Templates

  • Blank

    • A blank, fully customizable dashboard template

  • Equipment

    • Total Equipment Value

    • Days Remaining Useful Life

    • Equipment Correct WOs

    • Equipment PM WOs

    • Work Orders Per Equipment Category

    • Work Orders Per Equipment

    • Vendor Invoices Per Equipment Category

    • Equipment All Time

  • Inspections

    • Total Inspections Completed

    • Completed Inspection Items

    • Completed Inspection Items by Month (trend)

    • Inspections Completed by User

    • Inspection Items Last 30 Days

  • Inventory

    • Current Total Inventory Amount (Units)

    • Inventory Used

    • Inventory Value Added ($)

    • Current Inventory Value ($)

    • Inventory Added (Previous Month)

    • Inventory Used ($) (Previous Month)

  • Labor Hours

    • Labor Hours Previous Month

    • Labor Cost Previous Month

    • Labor Hours Per User Previous Month

    • Labor Hours Total Previous Month

  • Preventative Maintenance

    • PM Work Orders Incomplete

    • Completed PM Work Orders Cost

    • PM Work Orders Completed

    • Completed PM Work Orders Labor

    • PM Work Orders Completed Per Month (trend)

    • PM Work Orders Completed Current Quarter (trend)

    • PM Work orders by Month

  • Vendors

    • Vendor Estimates

    • Vendor Invoices

    • Vendor Invoice Amounts by Month

    • Work Orders Completed Per Vendor

    • Vendor Invoices Per Location

    • Vendor Invoices Last 30 Days

  • Work Orders

    • Work Orders Created (All Time)

    • Completed Work Orders (All Time)

    • Work Orders Created (Rolling Month)

    • Completed Work Orders Per Day

    • All Work Orders Last 30 Days

    • Corrective Work Orders Created

    • Corrective Work Orders Completed

    • PM Work Orders Created

    • PM Work Orders Completed

    • Work Orders Completed Per Month

    • Work Orders Completed by Year

    • Work Orders Completed by Category

    • Work Orders Completed by Location

To start extracting insights today, check out your Reporting Suite: https://app.getflowpath.com/reports

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