PDF Download CreatingandCustomizingDashboards.pdf

1. Navigate to https://app.getflowpath.com/work-orders

2. Click "Dashboards"

3. Click "Create Dashboard"

4. Click the "My New Dashboard" field.

5. Name your dashboard.

6. Click "Select a template"

7. FlowPath comes with 8 preset dashboards templates to create from or if you want a dashboard from scratch we have a "blank" option.

8. Click "Create" once you selected the template.

9. Click "Actions"

10. Click "Dashboard Details"

11. Dashboard details allow you to set visibility, rename and share a url link to the dashboard. Be share to click '"Save & Close".

12. Click "Schedule" to add a cadence of the report to be sent to users.

13. Click "Delivery Schedule" to update the cadence you want the report to be sent out. Scroll up and down for the time frame you want and select.

14. Click "Select Recipients"

15. Add the recipients that you want the report to go to.

16. Schedule a start date for the report to run by clicking the calendar icon or manually entering the date.

17. Click if you want the report to run in either a "CSV" or "Excel" format.

18. Click "Schedule" once completed.

19. If you want this report to be sent one time click "Actions"

20. Click "Send Now"

21. Select the recipients.

22. Click "Send Now"

23. You can also print a report or delete a report. Click "Actions"

24. Click either print or delete.

25. Click "View Details" into any panel to view and edit the information that panel is depicting and calculating.

26. In the details you will be able to see and edit the metrics.

27. A drop down will be displayed to edit and change if necessary.

28. Same for the categories.

29. Click "Save" after any changes.

Tip: Tip! Reports will not be autosaved by FlowPath. Be sure to always click save. We make the button pulse for your attention to ensure saving.

30. Click "Add a Panel" to add any new panel within a dashboard.

31. Click the metric you want to add to a panel. Descriptions of each are under each selection. For this example, we will be selecting a "Single Metric".

32. Click "Select Metric".

33. Select the metric that you want to use. For this example we will click "Work Order Event Type"

34. Click "Select Aggregator" to determine how you want the content to be displayed.

35. For this example we are going to click "Total" but you can also do an average or percent of total.

36. Click "Select Rollup" and choose. If you select "Date range" the cohort metric will show up to select the range.

37. Click "Select Date Cohort" (Will only show if the rollup selection is a date range and not all time.)

38. Scroll and select the time range you want the panel to reflect.

39. Click the fields you want to edit to add.

40. Make your selections within each category for the metric.

41. Click "Save"

42. Scroll on your dashboard and you will see the panel you just created. You can adjust the size of the panels by selecting the bottom right blue dotted triangle.

43. Click and drag to rearrange by clicking the compass button.