Navigating and Customizing Portfolio Dashboards

Navigating and Customizing Portfolio Dashboards

This functionality empowers users to personalize portfolio dashboards based on specific requirements and the type of data you wish to display.


To manage this page, the main button to complete operations is located on the top right corner, which is the three buttons.


Through this button, we may:


  • Add Dashboards

  • Arrange Dashboards

  • Add Widgets

  • Arrange Widgets

  • Delete Dashboard


Clicking on the "Add Dashboards" button triggers a window to appear, prompting users to input the Dashboard Title, Description and specify the User Access Level, determining who has permission to view the data on the newly created dashboard.


After selecting the desired data and clicking the "Save" button, the newly created dashboard will be promptly added to the dashboard list. Within this dashboard, users can tailor widgets to their specific requirements.

To create widgets, navigate through the three-button icon and choose "Add Widgets." Subsequently, select the preferred widget type from options such as Chart, Text, Counter, Camera, Network Status, Weather Forecast, Raw Data, or Picture. Upon selecting the desired widget, click the "Add" button to incorporate it into the dashboard.



Here you may choose the single or multiple buildings. It depends on the data you would like to present then click on the “Next” button.



At this stage, the Card Configurator page will open up which has three sections to be filled out to create the widget.


You need to complete the Card Details, Filter, and Chart Details with the details we want to be shown in the widget, once you click on the “Save” button, the widget will be shown within the created dashboard.


To customize the arrangement of dashboards according to your preferences, click on the three buttons at the top right corner and select "Arrange Dashboards." A window displaying all created dashboards will appear, allowing you to effortlessly rearrange them through the drag-and-drop method. Once satisfied with the arrangement, click the "Save" button to apply the changes.

Furthermore, under the three-dot menu, you'll find the crucial "Arrange Widgets" button. This feature empowers users to organize widgets through a simple drag-and-drop method, ensuring they align with specific preferences and requirements.

In instances where a dashboard is no longer needed, the "Delete Dashboard" option, located within the three dots at the top right corner, offers a convenient solution. Simply select the dashboard you wish to remove and click on "Delete Dashboard" to complete the deletion process.


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