Overview
Dashboards allow you and your team to gather real-time insights on data points related to tasks, users, assets, parts, and POs (purchase orders). Users can configure their view to see widgets depending on their needs, and the customization options are nearly endless!
In this article, learn how to set up and share custom dashboards in Limble.
Table of Contents
Custom Dashboards vs. The Global Dashboard
Custom dashboards allow you to create unique dashboards and widgets based on the needs of your organization and users.
The global dashboard breaks down activity across all locations on your Limble account. Users cannot customize this dashboard, but many of the widgets can be filtered by date range, location, task type, or user.
(Note: The global dashboard is only accessible on the desktop app.)
Both dashboard types will update to show you real-time data.
How to Set Up Custom Dashboards
To access your custom dashboards, select the gauge icon from the navigation menu. Click “Add Dashboard” to create a new custom dashboard.
Next, name your dashboard and begin building by clicking the “Add Widget” button.
You will be taken to a new pop-up and prompted to create a widget from one of the following data categories:
Tasks
Users
Assets
Parts
POs (Purchase Orders)
Make sure to name your widget, then select the category you’d like to see. The filter and display options will depend on the category.
All categories will allow you to customize how you view your data. While not all options are available for every category, Limble offers the following view types:
Tile View
List View
Pie Graph
Line Graph
Bar Graph
Calendar
There is no one-size-fits-all approach – that’s why Limble offers so much flexibility and customization. We recommend trying out views and seeing what works best for you.
Widgets can easily be moved and organized to your preferred view. Hover over the name of a widget for the four-way arrow icon to appear. Grab the widget, and drop the widget in the preferred order.
You can update widgets anytime. Make changes by hovering over the widget until options appear:
Use the pencil icon to edit a widget
Use the duplicate icon to copy a widget
Use the trashcan icon to delete a widget
You can create multiple custom dashboards with different widgets by clicking the “Add Dashboard” button.
(Note: custom dashboards are limited to 30 widgets per dashboard. This allows for faster load times and optimal visibility of each widget.)
How to Rotate Custom Dashboards
If you have more than one custom dashboard, you can rotate dashboards via two methods:
Find the dashboard name in the top left corner of the screen and select the caret icon. From the dropdown, select the dashboard you want to view.
To set up an automatic rotation, select the “Rotate Dashboards” button.
From the drop-down, you can customize which dashboards you want to rotate and for your desired duration.
When you’re ready, click “Start Rotate.”
How to Share Custom Dashboards
Your custom dashboards are only visible to you unless you share it with other users.
Sharing a dashboard with teammates is a great way to look at essential data as a team.
You can allow other users to edit the dashboard, and even transfer ownership to another user.
To share a custom dashboard, go to the Custom Dashboards page and click on the share button. From the dropdown, select "Share with Teammate."
Select the users or teams you want to include in the new window, and configure their permissions. We cover this more in detail here.
Once the dashboard is shared with a user, they will receive an in-app notification.
The shared custom dashboard will appear in the receiving user’s custom dashboards and indicated as “shared dashboard” under the dashboard name.
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Still don’t see what you’re looking for? Check out our YouTube channel for more tips and tricks! You can also reach out to us anytime at support@limblecmms.com.