Create a Custom Dashboard - Ad Hoc Reporting Tool

Create a Custom Dashboard - Ad Hoc Reporting Tool

NEXGEN users have the option to create custom dashboards for the Service Request, Preventive Maintenance, and Work Order modules with unique information for their team members. These allow for information to be displayed that is relevant to organizational workflows. To create a custom dashboard, users must first create ad hoc report parts using NEXGEN's ad hoc reporting tool. For more information on our ad hoc reporting tool and how to create report parts, see our Ad Hoc Webinar series.

Create a Custom Dashboard

Before creating a custom dashboard, make sure you have the proper permissions enabled. Users must have the "View Dashboard" and "Add Dashboard" permission for each module they would like to create a dashboard for. The next step is to navigate to the dashboard page for the module they would like to create a new dashboard in. 



After navigating to the dashboard, follow the steps below.
  1. Select the Action dropdown in the top left corner.
  2. Click the "+ Dashboard" button to create a new dashboard.
  3. You will be prompted to enter a Dashboard Name for your dashboard. Enter a name and check the "Public Access" box if you would like other users to be able to view your dashboard. You can edit the access status of a dashboard after saving but you will not be able to edit the name of the dashboard after saving.
  4. Once you save your dashboard, click on the "Add Dashboard Tile" option on the top.
  5. In the dashboard box below the filters section, you will see the following:

    1. Select "Report Part" if you would like to add a report part. Report parts are pulled from ad hoc reports that are created in the NEXGEN system. For more information on ad hoc reports, please review our Ad Hoc report webinar series.
    2. Select "Text" if you would like to add text to your custom dashboard. Your text can be a message you communicate to your team.
      1. After selecting the "Text" option, a text editor will appear allowing you to enter a title, description, and body text. Make sure to click "Save" on the top right to save your dashboard.
  6. If you selected "Report Part" you will see the popup below.
  7. Search for a report part by entering the report the report part belongs to. Depending on your search terms, you will see a variety of reports after clicking "Search". Select a report to view the various parts within that report, by clicking the circle next to the report name.
  8. Once you have selected a report, a list of report parts for that report will appear beneath the report list. Select the report parts you would like to have added to your dashboard by clicking on the circle icon next to the report part title. Click "Ok" to save your selection.
  9. Your report part will now be visible on your dashboard. To save your dashboard click the "Save" button on the top right and select "Save" from the dropdown. Leaving the dashboard page without saving will erase any dashboard edits.


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