Creating a Custom Dashboard

About Custom Dashboards #

• Custom Dashboards provide the ability to create a tailored view of data.
• Users may override the default view, which displays upon login, with their created Custom Dashboards.
• Users may limit who can view their custom dashboards with sharing controls. 

How to Create a Custom Dashboard #

1. From the Overview screen, select Create Custom Dashboard in the top right corner.

2. Begin by entering the Custom Dashboard Name. 
3. Select a pixel Display Size
   1. Small – 1920×1080 (Chromebook or similar)
   2. Medium – 2160×1440 (External computer monitor or similar)
   3. Large – 3840×2160 (4K TV or similar)
4. Choose how you plan to utilize your display by choosing Horizontal or Vertical orientation.
5. Choose the Time Zone where the display will be mounted.
6. Select a Time Frame of Reference, which filters out loggers that have not reported data within the specified time frame. 
7. Select Create Custom Dashboard.

Widgets #

About Dashboard Widgets #

• Custom Dashboards can be composed of any combination of Location, Floor Plan, Logger or Equipment, Channel, or Alert widgets.
• Widgets may be resized, rearranged, or deleted to fit the specific needs of your dashboard. 

Currently available widgets:

• Location – Location widgets provide at a glance status for the selected location. It will show active Warnings, Excursions, or Safe if there are no Warnings or Excursions to note.

• Floor Plan – Floor Plan allows you to monitor the live status of equipment or specific data loggers which can be placed on a schematic of your space. Be sure to upload a floor plan via the Monitoring Points > Floor Plans > Add Floor Plan. Read more about floor plans here.

• Logger or Equipment – View a data logger or equipment from selected monitoring points. In the widget preview, you may decide if you want to see Alert Status or Channel Readings. 

• Channel – Allows you to monitor specific channels (Temperature, Relative Humidity, Air Pressure) separated from locations, loggers, or equipment. A great option for focusing in on near real-time data for a single monitoring point. 

• Alerts – This widget presents at a glance views of active Warnings or Excursions for the entire account. 

To add widgets:

1. From the Custom Dashboard, choose Edit
2. Select Add Widget, then choose the widget type you would like to add. 
3. Once you have selected the widget type, you will see a preview where when applicable, you may need to make a selection on the style and contents of the widget.
4. Choose Add, then the widget will be added to your Custom Dashboard. 

To resize or rearrange widgets:

1. From the Custom Dashboard, choose Edit.
2. In the Edit view, you have the ability to click and drag the widget tiles. Keep in mind the display area cut-off zones.  
3. The bottom right corner of the widget tile has a small carrot, which can be used to adjust the size of the widget tile. 
4. To delete a widget, select the overflow menu (the dots) in the top right of the tile and then choose Delete. 
5. Any changes will be saved automatically. 

Sharing and Transferring Ownership of a Dashboard #

About the sharing of dashboards

• Custom Dashboards may be shared with others or shared with specific devices which enables displaying the dashboard at a central monitoring hub, for example. 
• Ownership of Custom Dashboards may also be transferred to another user, useful if a dashboard owner were to leave an organization. 
• Dashboard sharing can be configured for different security needs

To share a custom dashboard:

1. In the top right corner of the page, select Share.
2. From the popout, choose your desired privacy settings
   1. Only devices from approved IP addresses below and I can view – This is the most secure option.
   2. Anyone from my organization can view.
   3. Anyone with the link can view – This is the least secure option.
3. If Only devices from approved IP addresses was selected, identify approved addresses with the Add IP Address field
4. Once you have finished adjusting the settings, select Copy Link. 
5. Share the link to the Custom Dashboard with applicable users. 

Note: depending on the settings configured above, the dashboard may be visible outside your organization. Review the instructions and settings carefully to ensure confidentiality. 

To transfer ownership:

1. From the Custom Dashboard, choose Edit. 
2. In the Edit view, select the Settings tab. 
3. Scroll down to the bottom of the Settings tab and choose Transfer Ownership.
4. In the popout, choose the desired Dashboard Owner from the dropdown menu. 
5. Finalize the change by selecting Transfer. 

Deleting a Custom Dashboard #

• Custom Dashboards may also be deleted, providing the ability to remove obsolete dashboards or keep the dashboard dropdown organized with only dashboards that are needed. 

To delete a custom dashboard: 

1. From the Custom Dashboard, choose Edit. 
2. In the Edit view, select the Settings tab. 
3. Scroll down to the bottom of the Settings tab and choose Delete Dashboard.
4. In the popout, choose Delete.