Purpose Statement

The Dashboards module allows users to create customized visual dashboards that display important data, reports, and widgets in a centralized location. Dashboards help Fire and EMS agencies monitor operational metrics, visualize trends, and quickly access critical information for decision-making and reporting.

Background Information

Dashboards can be created directly from the Dashboards page or from the Dashboard List view. Users can customize dashboards by adding widgets, adjusting layouts, and configuring visibility settings for other users within the system.

The platform currently supports multiple widget types, including report chart widgets, which allow agencies to display report-based data visually.

As agencies build more dashboards, clear naming conventions and descriptions become increasingly important for organization and usability.

Required Permissions

Users must have permission to access the Dashboards module in order to create and manage dashboards.

Additional permissions may include:

• View Dashboards
• Create Dashboards
• Edit Dashboards
• Delete Dashboards
• Manage Shared Dashboards

Users can typically delete dashboards only if they are the creator of the dashboard.

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Step-by-Step Guide
 

Access the Dashboards Module

1. Navigate to the upper-left corner of the platform.
2. Click the First Due icon to open the module stack.
3. Select Dashboards from the top of the module list.

You can create dashboards from either:

• Dashboards
• Dashboard List

Create a New Dashboard from the Dashboards View

1. Open the Dashboards page.
2. Click Add Dashboard.
   
   
   
    
3. Enter a Dashboard Name.
4. Add a Description explaining the purpose and included widgets.
5. Configure the Sharing Settings to determine who can view the dashboard.
6. Click Save.

After saving, the new blank dashboard will open automatically.

Add Widgets to the Dashboard

1. Click Setup Dashboard.
   
   
    
2. Confirm you are in Editing Mode on the left-hand side.
   
   
    
3. Select the desired Viewport:
   • Desktop
   • Mobile
     
     
      
4. Click Add Widget.
   
   
    
5. Select the widget type you want to add.
   • Link Widget
   • Page Widget
   • Report Widget
   • Report Chart Widget
      
6. Configure the widget settings.
    

7. Click Save to save the layout and exit editing mode.

   
   
    

Create a Dashboard from Dashboard List

1. Open the Dashboard List page.
2. Click Add Dashboard.
   
   
   
    
3. Enter the dashboard information.
4. Click Save.
5. Open the newly created dashboard.
6. Click Setup Dashboard to begin adding widgets.
    

Edit Dashboard Information

1. Open the dashboard.
2. Click the Pencil Icon.
3. Update the dashboard name or description.
4. Save changes.

Delete a Dashboard

1. Open the dashboard.
2. Click the Trash Can Icon.
3. Confirm deletion if prompted.

Note: Only users with appropriate permissions or ownership of the dashboard may delete it.

Edit an Existing Dashboard Layout

Once a dashboard contains at least one widget:

1. Click Edit Layout instead of Setup Dashboard.
2. Add, remove, or modify widgets as needed.
3. Save your changes.

Best Practices

• Use descriptive dashboard names for easier identification.
• Include detailed descriptions explaining dashboard purpose and included widgets.
• Review sharing settings before publishing dashboards to users.
• Use consistent naming conventions across agency dashboards.
• Test dashboards in both desktop and mobile viewports.
• Save frequently while editing layouts and widgets.
• Limit dashboards to relevant widgets to avoid clutter.

Troubleshooting & FAQs

Why do I not see the “Setup Dashboard” button anymore?

Once a dashboard contains at least one widget, the button changes to Edit Layout.

Why can’t I delete a dashboard?

You may not have the required permissions, or you may not be the creator of the dashboard.

Why are widget filters unavailable?

Filters only appear if the selected report chart was originally configured with filter options.

Why does my dashboard look different on mobile?

Dashboards use responsive viewport settings. Switch between desktop and mobile views while editing to preview layout behavior.

Can I create multiple dashboards?

Yes. Users can create and manage multiple dashboards from the Dashboard List.