User Guide

Knowledge Base

Create a Custom Dashboard


Custom Dashboards can be created to display the most important project information on the main screen when a project is opened.

  1. Navigate to the Project Dashboard pull-down menu located at the top left of the dashboard.

Click Project Dashboard located at the top left of the template dashboard.

 

  1. Select + New Dashboard.

Click + New Dashboard.

 

  1. Assign a name to the new dashboard and select one of the three listed starting template styles.

Select Dashboard Template.

 

Choose a Dashboard Template Style

PROJECT

The default Project Dashboard features the following:

  • Satellite map showing the locations of all sites for the project.
    • Site dot colors reflect the status of any active system alarms or alerts.
  • An interactive line graph which displays the data from the selected parameter of a site.
    • The selected parameter value also appears underneath the associated site dot on the map.
  • A summary of the status of all configured alarms for a project.

Project Dashboard default example.

 

SITE

The default Site Dashboard features the following information from the first data logger assigned to a site:

  • Last device contact time marker.
  • Interactive graph where multiple system parameters can be graphed.
  • Individual data readouts for all parameters with a bar indicator scaled to the minimum and maximum typical values.
  • A table displaying the last reported data logger diagnostic readings.
  • A summary of the status of all configured alarms for a project.

Site Dashboard default example (1/2).

Site Dashboard default example (2/2).

 

BLANK

The Blank Dashboard has no pre-configured layout. The user can add any number and arrangement of up to (15) unique modules to express project data, images, graphs, site maps etc.

Additional details about all of the available modules can be reviewed here.

Customize a Selected Dashboard Type

  1. Choose the desired template option and click Continue.

Select the desired template option.

 

  1. Edit the dashboard view as desired.
    1. Click on the plus (+) tile to add additional modules to the Dashboard.

Click the tile to add a new module.

 

    1. Select the RED trashcan icon to remove any undesired modules or the BLUE pencil icon to edit an existing module.

Select the trashcan icon to remove a module, or the pencil icon to edit.

 

    1. Click on modules and move the cursor to adjust their arrangement as desired.

Left click and hold to re-arrange the modules on the Dashboard.

 

    1. Click on the GREEN checkmark to the right of the dashboard name to save the current view.

Completed Dashboard – click the green checkmark to commit changes to the layout.

 

    1. Click Yes to confirm the updates.

Save Dashboard prompt.

 

 

Set Custom Dashboard as the Primary Project View

Unless specified, the standard Project Dashboard will be displayed when the project is loaded on WQData LIVE. To configure a custom dashboard to be displayed automatically:

  1. Navigate to ADMIN | Settings and go to the Project/Site submenu.

ADMIN | Settings tab.

 

Project/Site submenu.

 

  1. Expand the Project drop-down and select the new dashboard under the Default Dashboard menu option.

Set the Default Dashboard option to the newly-saved custom dashboard.

 

  1. Scroll to the bottom of the Project menu and click SAVE.

After saving the change, a confirmation banner will appear at the top of the page.