Build a dashboard view from tiles
The Dashboard editor decides what everyone sees on the analytics overview: which tiles, in which order, at which width. An organisation can keep several saved views (say, an executive summary and a maintenance focus), and for each view you decide two things: its scope (company-wide — the combined data of the selected sites — or one site) and its visibility (shared, or yours alone).
Before you start
Section titled “Before you start”- Permission: anyone with analytics:view can build a personal view — only they see it. A shared view (visible to everyone) and publishing a personal view need analytics:manage. A viewer sees a shared view as read-only, and the page offers “Create personal view”. A per-person permit breakdown additionally needs the person-level permit-report permission.
- Starting point: until a view is saved, the built-in default applies — the page says: “You have no saved views yet — you are looking at the built-in default. Use the “From a template” button to start a new one.”
- Open the editor from the Settings ▾ menu in the analytics tab bar: “Dashboard editor”. At the top you pick which saved view to edit; “New view” starts empty, and “From a template” offers six ready-made templates (e.g. “Operations overview”, “One metric at a glance”, “Shift comparison”, “Daily rhythm”). A template is only the starting point: “it loads into the editor, and nothing is stored until you press Save.”
- Set the name, the scope and the visibility. “Scope” is “Company-wide” or one specific site. ⚠️ The scope cannot be changed once the view is created — create a new view instead. “Visibility” is “Shared” or “Personal”. The “Make this the default view” checkbox decides what everyone sees first — one default per scope, and a personal view cannot be the default.
- Assemble the tiles. The “Add tile” palette offers eight kinds: KPI tile (number + context) · Trend · Breakdown (bars) · Metric table · Data coverage · Breakdown (chart) · Calendar (heat map) · Scatter. Drag a tile into place, or select it and move it with the arrow keys; Shift+arrow resizes (4/6/8/12 widths on the 12-column grid), Delete removes it. On a phone the buttons in the settings sheet do the same.
- Configure the tile. With a tile selected, the panel on the right picks the metric, the breakdown (operating mode / shift / plant — on a company-wide view “By site”) and — if needed — a plant filter: the tile then shows one plant’s data only, and its caption says so.
- Save it: “Save view”. Success is confirmed with “View saved.”
Company-wide or site view? Personal or shared?
Section titled “Company-wide or site view? Personal or shared?”A company-wide view is the combined data of the selected sites: you choose the sites in the Overview’s “Site: All ▾” filter (by default every site you can access). Ratios are computed from the totals (sum of numerators / sum of denominators), not as an average of the sites’ own ratios — for availability the numerator is the available time and the denominator the period length (missing data shows in the coverage). A tile with the “By site” breakdown shows the sites side by side. A site view always runs on its own site, and the site filter is locked there.
Some things cannot be combined across sites, so the editor shows them disabled, with the reason:
- diary data points (
dp.*) and calculated metrics built on them — the field means something different per site; - plant filters, plant and shift breakdowns — plants and shift patterns differ per site (use the By site breakdown instead);
- targets and thresholds — those are set per site.
A personal view is yours alone: it cannot be the default, and no scheduled report can be made from it. “Publish as shared view” makes it shared (needs the management right) — it cannot be turned back into a personal view; make a personal copy instead. A per-person permit breakdown is only possible on a personal view: it does not appear on shared views or in scheduled reports.
The view picker groups views by Personal / Shared and company-wide / site; the built-in “Sites overview” — what the “All sites” view used to show — is in the company-wide group.
If it worked
Section titled “If it worked”Switching back to the “Overview” tab shows the new layout; if you marked it default, everyone gets it first. The view also appears in the header’s view picker.
Common problems
Section titled “Common problems”| What you see | Why | What to do |
|---|---|---|
| “You cannot write this view: shared views need analytics management rights, personal views only their owner.” | You tried to save a shared view without the management right. | Create a personal view, or ask your administrator for analytics:manage. |
| “Some tiles do not fit this view:” / “{n} tile(s) do not fit this view (reason on the tile)…” | A tile that is not allowed company-wide or on a shared view (data point, plant/shift breakdown, per-person breakdown). | Read the reason on the tile, then change or delete it. |
| “A shared view cannot be turned into a personal one — make a personal copy of it.” | Publishing is one-way. | Save a copy as a personal view. |
| “Someone else changed this view in the meantime. Reload it so you do not overwrite their work.” | Two editors worked on the same view. | Reload the page, review the current state, then save your change. |
| “You reached the 24-tile limit — a longer dashboard is neither readable nor fast.” | The view is full. | Split it into two views (say, executive ⟂ detailed) and switch between them with the view picker. |
| “No tiles — add some below. While empty, the built-in view stays in effect.” | You are about to save an empty view. | Add at least one tile — an empty save does not replace the built-in default. |
Pivot tile: the permit pivot on a dashboard
Section titled “Pivot tile: the permit pivot on a dashboard”Besides the palette, you can place a saved Permit pivot view on a dashboard as a tile — from the pivot tab’s ⋮ → “Add to dashboard…” menu (see the Permit pivot article). The tile references the view and does not copy it: changing the view changes the tile too. In the side panel of the selected tile:
- Display: Table, Bar chart (for a one-dimension view) or Heatmap (for a two-dimension view). If you pick a display that does not fit the view, the tile shows a table and says why (“A bar chart suits a one-dimension view — this one also has a column dimension.”).
- Period: “The dashboard’s period” or “The view’s own time window”.
- The cells on the tile are clickable (down to the permit list), and there is an “Open in the permit report” link.
The three displays of the same saved view:
Worth knowing: everyone sees the tile with their own permissions; in the PDF and in a scheduled report it is always a table; a per-person view can go only on a personal dashboard; a site dashboard accepts only a view whose filter stays within that site; a view that a tile points to cannot be deleted.
Worth knowing
Section titled “Worth knowing”- Customize the PDF report. At the bottom of the editor, the “Customize the PDF report” box: “By default the PDF mirrors the dashboard 1:1. Here you can reorder tiles, insert headings/text, break pages, or leave tiles out.” This also shapes the scheduled-delivery document; on an unsaved view the box asks: “Save the view first.”
- Edit as JSON. The “JSON” button gives and takes the full content of the view (and the PDF report): “Pasting only loads the draft — saving works with the usual button.” A view can thus travel to another site or organisation without re-clicking everything.
- Deleting: “Delete view” is final — but schedules pointing at it are not deleted with it: on their next run they stop with a speaking error, and they need a new target view.