Dashboards

How to create a live dashboard on a web portal?

To create live dashboard of web user account, please follow the steps mentioned below:

  1. From left Navigation Menu, go to Reports & Analysis and click Dashboards..
  2. Click on + icon to Add new graph.
  3. Now select Organisational hierarchy.
  4. Pick a template the data you want to view and Pick a module and then pick the activity.
  5. Click Submit to view chart or graphs.
  6. Data can be filtered by Filter by option.
  7. Under Configuration, select the general configuration of data to be shown on X-axis and Y-axis along with time field and chart type.
  8. Choose an option from Group by and Order by menu.
  9. Under Mobile Configuration, select Time Interval and Refresh Interval for graphs visible in field user's mobile app.
  10. Click on Submit to view the graph.

 

How to add dashboards to user home page?

To add dashboards to Web and Mobile home page, please follow the steps mentioned below:

  1. From left Navigation Menu, go to Reports & Analysis and click Dashboards..
  2. Click on + icon to Add new graph.
  3. Now select Organisational hierarchy.
  4. Pick a template the data you want to view and Pick a module and then pick the activity.
  5. Click Submit to view chart or graphs.
  6. Data can be filtered by Filter by option.
  7. Under Configuration, select the general configuration of data to be shown on X-axis and Y-axis along with time field and chart type.
  8. Choose an option from Group by and Order by menu.
  9. Under Mobile Configuration, select Time Interval and Refresh Interval for graphs visible in field user's mobile app.
  10. Click on Submit to view the graph.
  11. Click on Add to dashboard appearing on upper right hand side.
  12. Add Name and Description under Info.
  13. Click on Assigned To tab.
  14. Click on the user groups to assign the dashboards.
  15. Click Submit and the dashboards will be visible to those user groups.

 

How to setup analytical graphs & charts for web users?

To create live dashboard of web user account, please follow the steps mentioned below:

  1. From left Navigation, go to Reports & Analysis and click Dashboards.
  2. Select WEB DASHBOARDS.
  3. Click on Add new graph and Pick an activity.
  4. Pick a level and Pick a territory and Submit it.
  5. Choose an option from Group by and Order by menu.
  6. Choose options from Y-axis.
  7. Click on Submit.
  8. Finally, click on Add to dashboard.

 

How to assign dashboards to users?

To assign dashboards to the users, please follow the steps mentioned below:
  1. From left Navigation Menu, go to Reports & Analysis and click Dashboards..
  2. Click on + icon to Add new graph.
  3. Now select Organisational hierarchy.
  4. Pick a template the data you want to view and Pick a module and then pick the activity.
  5. Click Submit to view chart or graphs.
  6. Data can be filtered by Filter by option.
  7. Under Configuration, select the general configuration of data to be shown on X-axis and Y-axis along with time field and chart type.
  8. Choose an option from Group by and Order by menu.
  9. Under Mobile Configuration, select Time Interval and Refresh Interval for graphs visible in field user's mobile app.
  10. Click on Submit to view the graph.
  11. Now click on Add to Dashboard on top right hand side.
  12. Fill Name and Description under Info. Check Allow Dynamic Parameters as per requirement.
  13. Click on Assigned To tab and select the user groups to assign dashboard.

How to setup dashboard for targets on mobile app?

To add performance dashboards to the mobile app, please follow the steps mentioned below:

  1. From left Navigation, go to Reports & Analysis and click Dashboards.
  2. Choose MOBILE DASHBOARDS.
  3. Click on Add new graph.
  4. Drag and drop Target status in a tab.
  5. Click on Max interval settings and choose the date.
  6. Click on the field and set name, description, refresh interval and display type.
  7. Click on Save.
  8. Once created, click on assign users.
  9. select users and update.

 

How to setup dashboard for tasks progress on mobile app?

To add performance dashboards to the mobile app, please follow the steps mentioned below:

  1. From left Navigation, go to Reports & Analysis and click Dashboards.
  2. Choose MOBILE DASHBOARDS.
  3. Click on Add new graph.
  4. Drag and drop Task breakup in a tab.
  5. Click on Max interval settings and choose the date.
  6. Click on the field and set name, description, refresh interval and display type.
  7. Click on Save.
  8. Once created, click on assign users.
  9. select users and Update.

 

How to setup dashboard for order taken on mobile app?

To add performance dashboards to the mobile app, please follow the steps mentioned below:

  1. From left Navigation, go to Reports & Analysis and click Dashboards.
  2. Choose MOBILE DASHBOARDS.
  3. Click on Add new graph.
  4. Drag and drop Total order booked in a tab.
  5. Click on Max interval settings and choose the date.
  6. Click on the field and set name, description, refresh interval and display type.
  7. Click on Save.
  8. Once created, click on assign users.
  9. select users and update.

 

How to setup dashboard for leave status on mobile app?

To add performance dashboards to the mobile app, please follow the steps mentioned below:

  1. From left Navigation, go to Reports & Analysis and click Dashboards.
  2. Choose MOBILE DASHBOARDS.
  3. Click on Add new graph.
  4. Drag and drop View status of leave in a tab.
  5. Click on Max interval settings and choose the date.
  6. Click on the field and set name, description, refresh interval and display type.
  7. Click on Save.
  8. Once created, click on assign users.
  9. select users and update.

 

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How to setup incentive dashboard for mobile users?

To add performance dashboards to the mobile app, please follow the steps mentioned below:

  1. From left Navigation, go to Reports & Analysis and click Dashboards.
  2. Choose MOBILE DASHBOARDS.
  3. Click on Add new graph.
  4. Drag and drop User incentive in a tab.
  5. Click on Max interval settings and choose the date.
  6. Click on the field and set name, description, refresh interval and display type.
  7. Click on Save.
  8. Once created, click on assign users.
  9. select users and update.

 

How to quickly see location of all my mobile users?

On your web dashboard, you will be able to see mobile user's (Reporting directly or indirectly) location on the map. Please note the location on the map can be seen for users logged in the app.

How to view the users logged in to FeetPort on web?

On your web dashboard by default, you will be able to see mobile and web users status reporting directly to you. Please follow:

  1. Just under the map with user status, you will be able to see MOBILE USERS STATUS (REPORTING DIRECTLY TO YOU) and WEB USERS STATUS (REPORTING DIRECTLY TO YOU) options.
  2. Web users status LOGGED IN, LOGGED OUT and NOT LOGGED IN can be seen as well as MARKED IN, MARKED OUT and ON LEAVE for mobile users.

How to configure Mobile User Dashboard?

Mobile user dashboard keeps mobile users updated with their performance with help of analytics and charts. Mobile user dashboard can be easily configured with the following steps:

  1. From Navigation Menu,  go to Reports & Analysis module.
  2. Choose Dashboards sub module.
  3. Select 'Mobile Dashboards' and click on plus icon '+'.
  4. On the bottom, click on any number which  represents how many tabs you want in the dashboard ( ie for 1 tab click on 1 . for 2 tabs click 2 and son on)
  5. Now from the left side drag analytics options to the tabs.
  6. Name the tab as per your preference and click on it
  7. Click on analytics option and select name, description, refresh interval and type of chart (Bar or Pie).
  8. Click on Right icon on top to save it.

 

How to delete the Dashboard from FeetPort Web?

Dashboard can be deleted from FeetPort web portal through following steps:

  1. From left Navigation Menu, go to Reports & Analysis and click Dashboards..
  2. Click on the checkbox ⬜ against any of the dashboard that you wish to delete.
  3. Click on delete icon on upper right handside.
  4. Click on Delete on confirmation dialog box.
  5. Selected Dashboard will get deleted.

How to view and edit the Dashboards?

To view and edit the dashboards in FeetPort, follow these steps:
  1. From left Navigation Menu, go to Reports & Analysis and click Dashboard.
  2. You will be able to view the list of the created Dashboards.
  3. Click on any of the dashboard that you wish to edit.
  4. Edit the fields under Configuration.
  5. Click Submit.

How to delete report/ graph in a Dashboard in FeetPort?

Reports of a dashboard can be deleted from FeetPort web portal as per following steps:

  1.  From Navigation Menu, go to Reports & Analysis module and click on Dashboards sub module.
  2.  Now you will be able to see list of created dashboards.
  3. Click any of the listed Dashboard.
  4. Now select Organisational hierarchy.
  5. Pick a template the data you want to view and Pick a module and then pick the activity.
  6. Click Submit to view chart or graphs.
  7. Click on the Delete icon on the top right hand to delete that graph.
  8. Click again on DELETE for confirmation and the selected graph will be deleted from the dashboard.