When you log in to Momentus Enterprise, the first screen that displays is the dashboard. The dashboard contains gadgets that provide you real-time information from anywhere within the software. Your dashboard may contain buttons to open screens within the system, a list of events you are working on, activities that are due in the next few days or a message to communicate throughout your organization.
What displays on your dashboard is completely configurable. You assign dashboards to users based on their roles so a user can have access to multiple dashboards and can switch between these dashboards to see a wide range of information.
Standard Dashboards
The following are included in the standard Dashboard functionality:
- View Gadgets - Display information in a grid format which allows immediate access to data from a specific area such as events, accounts, activities, etc.
- Action Gadgets - Buttons to allow for quick navigation to a specific screen.
- EZWriter Gadgets - SQL queries to deliver information from within the software that are not readily available.
- Text Gadgets - Share essential information throughout your organization and configure hyperlinks to other web pages.
- Formula Fields - Calculations using standard Enterprise fields with Microsoft Excel formatting.
Dashboard Reports
You can also create more complex dashboards by purchasing the Dashboard Reports add-on. Dashboard Reports features allow for deeper reporting and analysis capabilities which include:
- Tabular Report Gadgets - Similar to views but gives you a lot more flexibility and visibility to the information within a view.
- Chart and Pivot Report Gadgets - Takes the information in the view and shows it in a graphical representation. The reports include area, bar, column, funnel, line, pie and scatter charts.
- KPI/Gauge Report Gadgets - Set targets and track progress toward the targets.
- Summary Fields - Include filtering and other criteria into calculations. These include sums, averages, and date calculations.
Add a Dashboard
- Click the Dashboards link from the Main Menu. The Dashboards screen opens.
- Click the Add button. The Add Dashboard screen opens.
- Enter the following information:
- Description - Name for the dashboard.
- Access Type - Select who can see and use the dashboard:
- Only One User - If selected, only the selected users can see and use the dashboard.
- Everyone - If selected, all users can see and use the dashboard.
- Users with Roles - If selected, only users assigned to the selected role(s) can see and use the dashboard.
- Select the Gadgets tab.
- Select the dashboard layout from the left: One Column, Two Column or Three Column.
- Click the Add button in the column where you want to add a gadget. The Add Gadget screen opens.
- Enter the necessary information:
- Description - Name for the dashboard gadget. Displays as the gadget title on the dashboard.
- Gadget Type - Select the gadget type:
- Height - Gadget height in pixels. Most gadgets work best with a 300 pixel height.
- Show in Mobile - If checked, the dashboard gadget displays when accessing Momentus Enterprise from a mobile device.
- Click OK.
- Repeat steps 6-8 to add each gadget.
- After you have entered your gadgets, you can drag and drop them into the columns and order you prefer.
- Click OK.
Change a Dashboard
You can change the information for a dashboard or a gadget after you have created it. When you change the information for a dashboard or a gadget, it updates immediately wherever the dashboard is used. If you don't want to update the already existing dashboard or gadget, then you must add a new dashboard or gadget.
To edit a dashboard:
- Click the Dashboards link from the Main Menu. The Dashboards screen opens.
- Select the dashboard to edit.
- Right-click and select Edit. The Edit Dashboard screen opens.
- Make the desired change.
- Click OK.
To edit a gadget:
- Click the Dashboards link from the Main Menu. The Dashboards screen opens.
- Select the dashboard to edit.
- Right-click and select Edit. The Edit Dashboard screen opens.
- Select the Gadgets tab.
- Click the Edit button for the gadget you need to edit. The Edit Gadget screen opens.
- Make the desired change.
- Click OK.
Copy a Dashboard
If you need to create a dashboard that is similar to an existing one, you can copy the existing dashboard and then make adjustments to the gadgets as needed.
- Click the Dashboards link from the Main Menu. The Dashboards screen opens.
- Select the dashboard to copy.
- Right-click and select Copy Dashboard. The Copy Dashboard screen opens.
- Enter the following information:
- Description - Name for the dashboard.
- Access Type - Select who can see and use the dashboard:
- Only One User - If selected, only the selected users can see and use the dashboard.
- Everyone - If selected, all users can see and use the dashboard. This is called a System Dashboard.
- Users with Roles - If selected, only users assigned to the selected role(s) can see and use the dashboard.
- Status - Select Active.
- Click OK. The Edit Dashboard screen for the new dashboard opens.
Inactivate a Dashboard
If you no longer use a dashboard but want to keep record of it for reporting or other purposes, you can make it inactive. When you make a dashboard inactive, it is no longer available to your users.
- Click the Dashboards link from the Main Menu. The Dashboards screen opens.
- Select the dashboard to make inactive.
- Right-click and select Edit. The Edit Dashboard screen opens.
- Select Inactive from the Status drop-down.
- Click OK.
Delete a Dashboard
If you no longer use a dashboard and don't want to keep a record of it, you can delete it. You can only delete dashboards that are not assigned as default dashboards for users. You cannot undo the delete process.
- Click the Dashboards link from the Main Menu. The Dashboards screen opens.
- Right-click on the dashboard to delete.
- Select Mark for Delete.
- Click the Save button.
Dashboard Security
Adding, editing and deleting system dashboards is controlled by the Allow Add/Edit/Delete System Dashboards system access privilege. Users and/or roles assigned to the privilege are allowed to add, edit and delete system dashboards. Roles/users not assigned to the privilege are not able to add, edit or delete system dashboards. If no roles/users are assigned to the privilege, it is considered inactive and all users can add, change and delete system dashboards.
This access privilege is a system access privilege. You can access it from the System Access Privileges screen on the Main Menu.
Comments
7 comments
Hi,
it's posible to use one dahboard and in the same gadget has differents views for differents user?
We need that in the view of work orders in the dashboard, each user only see his department work orders with his own criteria.
Thanks
Isa
0 upvotes
Hi Isa,
To answer your question, no it's not possible to have one dashboard that displays different views based on which user is logged in. The view is baked into the gadget, which is itself linked to its respective dashboard.
The best way to go about it would be to create a base dashboard and create copies of it with the views modified on any relevant gadgets. If you set Access Type to "Users and Roles", you can then assign each copy to its respective user. This can all be accomplished on the Dashboards window from the Main Menu.
If you have any other questions, I'd be happy to follow up.
John
0 upvotes
Hi
Has 30.97D dropped the criteria view of the dashboard or this now controlled by an access privilege?
Thanks
Kris
0 upvotes
In the Home Page redesign, we did drop the view criteria from the gadgets.
0 upvotes
Thanks Mike, that's a shame it wold be good to have the option (as previous) to hided if needed.
Kris
0 upvotes
Hello. How do I add a formula field to a dashboard?
0 upvotes
Hi Fionn,
Formula fields cannot be added directly to a Dashboard. Instead, the formula field(s) must first be configured in subject (e.g., events, orders, order items, etc.). Once a formula field is created, add it to any view that is visible on the dashboard. Or, create a new view and new view gadget in order to display the custom field(s).
Regards,
Sam
0 upvotes
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