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Dashboards

JWell-1688
Original Poster

Can you permanently pin your dashboard configuration? I have it set up as I want to see it and then suddenly I go back in and the items I want to see in the list aren't there! It is very frustrating to have to re-set it to my preferences. It would be good to have the ability to save your dashboard preferences. You most used configuration and perhaps two or three more depending on what tasks you are doing.

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8 Replies

EishiFUN
Geotabber

Hello @JWell-1688​ ,

 

Thank you for asking your question in our community. Is it that you have too many reports showing up on the dashboard and you only want a few of them on there? Or are you having issues with ones you set to the dashboard that then come off when you login again?

 

Looking forward to hearing from you!

Eishi FUN

JWell-1688
Original Poster

Hi Eishi,

It's the Asset dashboard that I'm referring to. I set it with: Asset, Current driver, License plate, Odometer, Supervisor, Phone# and Email. For a period of time it stays like that but then one day I go in and that data doesn't show. Then I go into the settings and uncheck the comments box and check the Supervisor, Phone# and Email fields.

 

 

Jill Wells

Tenold Transportation & Number 8 Freight

Safety Coordinator

 

EishiFUN
Geotabber

Just so I am clear with the question. This is referring to a specific report your have on your dashboard along with other reports or is this the assets page where you can add a remove columns to show data points when looking at all of your assets?

JWell-1688
Original Poster
Assets page – adding / removing columns.

Hi @JWell-1688

 I think this article might also help you; it explains how you can manage your reports.

 

https://support.geotab.com/help/mygeotab/reports/managing-reports/custom-reports

JWell-1688
Original Poster

Thanks Cristian but it's not the report that is the issue I was talking about. When I set up the Assets page to what I want to see in the list, it doesn't always stay that way. All the columns are as I've specified and then one day it is back to the systems generic Asset list.

 

Jill Wells

Tenold Transportation & Number 8 Freight

Safety Coordinator

Hi Jill, Could it be that your computer is automatically clearing the cache & that is causing your view to reset?

JWell-1688
Original Poster

I hadn't considered that. Out IT is controlled by corporate office and it's possible that it's happened when they have done work on the system. Next time it happens I will try to reconcile them.

 

Thanks for the idea😊

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