To enable quick and easy visualization of your data, AssetSonar has now introduced the capability to generate graphs from Custom Reports and then export them to your Dashboard.
With these graphs on your Dashboard for easy viewing, you are able to get instant visibility into your operations and processes. Instead of navigating through your Custom Reports, you can pin these graphs on Dashboard so you can see the visual data right when you sign into the app. You can catch up on the latest updates and data trends quickly by exporting these Custom Reports graphs.
Contents
Step 1: Generating a Custom Report
You can start by generating a custom report as per your requirements. In this case, we have generated a report for all Items for the Group Module.
Step 2: Creating a graph
Once you have generated your custom report, click on Generate Graph and you would be able to create a Graph by selecting the desired horizontal and vertical axis. The graph would resemble the one shown below:
Here we have generated a graph with items state as horizontal axis and records count as vertical axis. Click on the save button and enter your Report’s name. You get an option to save your Graph along with the Report.
Once you hit the Save button, a new page would appear with an ‘Add to Dashboard’ button.
Step 3: Add Graph to Dashboard
Another way to add a Graph to the Dashboard is to approach it directly from the Dashboard. Go to the Dashboard, and click on the Edit button and then click on Add/Edit Widgets button.
A new pop-up will appear and from the bottom left of that pop-up, you can select the ‘Add graphs from Custom Reports’ option.
Once you click it, another overlay will appear from where you can select a Report to add to the Dashboard. In this case, we will choose the previously saved Items Report.
If you don’t have any saved reports, you can also create a new report from the Add/Edit Widgets button.
Once you have added the Report to the Dashboard, it would look like this:
Step 4: Add Table to Dashboard
Similar to adding Graphs, you can also pin Custom Report Tables to your Dashboard. Go to Dashboard → Edit → Add/Edit Widgets → Add graph or table from Custom Reports.
A new window will appear from which you can choose a Custom Report. Clicking on the Table option will allow you to export it to the dashboard.
You can also choose the columns that you want to be displayed on the table.
You can also choose the columns that you want to be displayed on the table.
Note: You cannot remove the columns that are crucial for creating that report (columns on which the grouping is applied).
After selecting the desired columns for your table, hit Add and the table will be pinned to your dashboard.
Note: If a column is removed from the main report, the same column in the table widget would also be removed after you have refreshed the dashboard. Similarly, if you add new columns to your report, the changes would be reflected in the table on your dashboard.
You can also add the Report Table by going to the Navigation Menu → Reports → Custom Reports → Add to Dashboard.
The table on the dashboard would appear on your screen like this:
Related Posts
Generating Custom Reports in AssetSonar
Make Informed Business Decisions With Graphs For Custom Reports In AssetSonar
About AssetSonar
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For more assistance, drop us an email at support@ezo.io. You can also visit our blog for detailed support posts.
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