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Understanding Your Dashboard

What is the main platform?

Here is what the “Dashboard” looks like:

Manage Dashboard

On this section, you may view, edit and customise the things you want to show on your dashboard.

Available Widgets

These are components that are available to be shown on the dashboard. To show a widget on the dashboard, drag it to the 'Active Widgets' section.

Active Widgets

These are components that are currently shown on the dashboard. To make a widget not shown on the dashboard, drag it to the 'Available Widgets' section.

Reorder Widgets

You can use this feature to reorder the widgets shown on the dashboard according to the order you'd like them to be.

Columns

You can use this to customise the number of columns of the active widgets into one up to four columns.

List of Widgets:

  • Total Assets: this shows the total number of assets that have been input into the system.
  • Total Audited Assets: this shows the total number of assets that have been audited.
  • Total Unassigned Assets: this shows the total number of assets that are unassigned.
  • Total Users: this shows the total number of users that have been input into the system.
  • Total Employees: this shows the total number of employees that have been input into the system.
  • Total Agents: this shows the total number of agents that have been input into the system.
  • Total Policies: this shows the total number of insurance policies for the assets registered.
  • My Tickets: this shows the total number of tickets that are assigned to you.
  • Due Today: this shows the total number of tickets that are currently due.
  • On Hold Tickets: this shows the total number of tickets that have the on hold status.
  • Overdue Tickets: this shows the total number of tickets that are overdue.
  • Unresolved Tickets: this shows the total number of tickets that are unresolved.
  • Expired Warranties: this shows the total number of expired warranties for the assets registered.
  • Inventory Reservations: this shows the total number of asset inventory that have reservations.
  • Low Stock Inventory: this shows the total number of asset inventory that are low on stock.
  • Overdue Work Orders: this shows the total number of work orders that are overdue.

Available Charts

These are components that are available to be shown on the dashboard. To show a widget on the dashboard, drag it to the 'Active Charts' section.

Active Charts

These are components that are currently shown on the dashboard. To make a widget not shown on the dashboard, drag it to the 'Available Charts' section.

Reorder Charts

You can use this feature to reorder the charts shown on the dashboard according to the order you'd like them to be.

Columns

You can use this to customise the number of columns of the active charts into one up to four columns.

List of Charts:

  • Alert: this shows the total number of alerts registered in the system through a calendar.
  • Inventory Feed: this shows the total number of inventory registered in the system.
  • Feed: this shows the feeds registered in the system.
  • Audited Assets: this shows the total number of assets audited in the system.
  • Assets by Suppliers: this shows the total number of assets that are sorted by suppliers.
  • Assets by Company: this shows the total number of assets that are sorted by company.
  • Assets by Status: this shows the total number of assets that are sorted by status.
  • Assets by Department: this shows the total number of assets that are sorted by department.
  • Assets by Category: this shows the total number of assets that are sorted by category.
  • Assets Category by Location: this shows the total number of asset categories that are sorted by location.
  • Assets Category by Department: this shows the total number of asset categories that are sorted by department.
  • Assets Category by Audit Status: this shows the total number of asset categories that are sorted by audit status.
  • Assets Location by Status: this shows the total number of asset locations that are sorted by status.
  • Tickets by Type: this shows the total number of tickets that are sorted by the ticket type.
  • Unresolved Tickets by Status: this shows the total number of unresolved tickets that are sorted by the ticket status.
  • Unresolved Tickets by Priority: this shows the total number of unresolved tickets that are sorted by the ticket priority.
  • Number of Tickets Request Last Week: this shows the total number of ticket requests from the previous week.
  • Maintenance Work Order by Status: this shows the total number of maintenance work orders that are sorted by status.
  • Maintenance Work Order by Category: this shows the total number of maintenance work orders that are sorted by category.
  • Maintenance Work Order by Priority: this shows the total number of maintenance work orders that are sorted by priority.

Helping Tools

On the left side corner, you can see the "Helping Tools".

  1. Dashboard: this is where the summary of the data registered in the system is shown.
  2. My Assets: you can use this feature to see the list of assets assigned to you.
  3. Asset Management: you can use this feature to track assets registered in the system.
  4. Inventory: you can use this feature to check, add, edit or delete an inventory.
  5. Location: you can use this feature to check and add a location or a sub-location.
  6. User Management: you can use this feature to check and add contacts, employees, or other users.
  7. Reports: this is the default tool where you can check the status of your assets, and generate reports
  8. Warranty: you can use this feature to check, search or add a new warranty for the asset.
  9. Tools: you can use this feature to import and export data from the system.
  10. Maintenance: you can use this feature to check, search or add work orders and requests.
  11. Insurance Policies: you can use this feature to check, search or add a new insurance policy for the asset.
  12. Setup: you can use this feature to customise your AssetData experience.
  13. Help Desk: you can use this feature to set up work hours & shifts, tags, and tickets.
  14. Trash: you can use this feature to remove any data that are not needed in the system.
  15. Billing: this is where the payment and plan details are laid out.
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