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! Learn how to set up and share dashboards in Limble.

Table of Contents

Custom Dashboards vs. The Global Dashboard

How to Set Up Custom Dashboards

How to Share Custom Dashboards

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 set up a custom dashboard, go to the navigation pane on the left-hand side of any page in Limble and click Custom Dashboards.

Begin building your dashboard 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)

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 any widget until the four-way arrow icon appears. 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. Click the pencil icon to enter edit mode.

You can create multiple custom dashboards with different widgets by clicking the “Add Dashboard” button.

How to Share Custom Dashboards

Each user’s custom dashboards are only visible to them unless they share them with others. Sharing custom dashboards with other users on your account is a great way to look at essential data as a team.

To share a custom dashboard with another user, go to Custom Dashboards and click on the share icon located at the top right-hand corner of your screen.

Click on the user you want to receive the custom dashboard and hit the “Select” button.

The shared custom dashboard will appear in the receiving user’s custom dashboards and indicated as “shared dashboard” under the dashboard name.

When you share a custom dashboard, the user who receives it will not be able to make changes.

(Note: due to how roles and permissions work in Limble, not all users will have access to the same data. For example, if the user receiving the custom dashboard is only a manager at one location and the dashboard contains data from multiple locations, that user will only be able to see data from the location where they have access.)

Related Articles

How to Export Reports from Dashboards

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.

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