The Company Dashboard for your default company is the initial view when accessing the Dashboard. You can switch to a different company using the Quick Navigation at the top left of the window to select a different company (as well as you can select a client, site, and equipment) and then select Go. The Company Dashboard displays data at the company level.

You can drill down to view specific client, site, equipment, and systems dashboards by selecting the entity name.

The default view displays 10 entities per page. You can use the drop-down in the pagination controls to view 5, 10, or 20 entities per page as well as use the VCR buttons to navigate the pages. Use the Find field to search for a specific entity.

From the Company Dashboard, you can subscribe to alerts for the company (and children) or for clients (and children). See Subscribing to Alert Notifications.

For information on using Workbook Mode to filter and sort column data, see Filtering Data.

Fault information for all views on the Company Dashboard only displays when the Current timeframe is displayed. This includes the Faults, High, Medium, and Low columns.

View Company Information

Select the Info icon to the right of the company name to view additional information including:

Company Address
Contractor Type

Client View

From the Company Dashboard, the initial view displays the client information including:

Client Name - Select a Client to view the Client Dashboard
Business Type
Number of Sites
Number of Faults
Number of High Priority Faults
Number of Medium Priority Faults
Number of Low Priority Faults

Site View

Select the Sites to view all sites for the company.

The Site view displays the following:

Site Name - Select a Site to view the Site Dashboard (for the site's client)
Client Name
Building Type
Location
Number of Equipment
Current Score Percentage
Number of Faults
Number of High Priority Faults
Number of Medium Priority Faults
Number of Low Priority Faults

Equipment View

Select the Equipment to view all equipment for the company.

The Equipment view displays the following:

Equipment Name - Select a piece of equipment to view the Equipment Dashboard (for the client and site)
Client Name
Equipment Type
Area
Number of Sensors
Current Score Percentage

System View

Select the System to view all systems for the company.

The System view displays the following:

System Name - Select a system to view the System Dashboard (for the client and site)
System Type
Client Name
Site Name
Number of Equipment
Number of Sensors
Current Score Percentage

Health Monitor View

Select the Health Monitor view to display faults associated with rules and can also be used to create Service Requests.

The default view displays only rules with faults. You can clear the filter to view all rules by clicking the "x" on the Fault filter that displays to the left of the Actions drop-down.

The following information displays:

Rule Name
Client
Site
Equipment/System
Target
Status
Fault Started
Priority
Issue Type

Select the ellipsis to the right of the rule and select View More Info to view additional rule information that includes:

Rule
Description
Issue Types
Target
Status
Last Successful Execution
System Effect
Recommendation

Column Filtering in Workbook Mode

To temporarily filter data displayed in the grid view from the dashboard, you can use Workbook Mode to display a filter row across the top of the data grid. You can use the lookup for 1 or more columns to select data to filter by. While the Workbook Mode is temporary, if you navigate to another tab or display a different view in the same dashboard for specific information, grid in Workbook Mode is still available. However, if you navigate to a different entity (equipment, system, company, etc.), the Workbook Mode is cleared.

To filter data using Workbook Mode:

Select the Workbook Mode button located above the dashboard.
The data columns that display are related to the dashboard. If you haven't selected any sensors yet, you can do this now. (Sensors can be selected before or after selecting Workbook Mode.)
Under each column header, enter or select the filter data and then select the Filter icon to select the filter type.
Different data types may have additional field inputs. For example, numeric data types will have an increase/decrease dial, Boolean data types will have a drop-down selection, etc.
You can clear any filter by selecting the Clear Filter icon for the appropriate column. This clears the filter data and type.
The filtered sensor information displays dynamically as the filters are added/removed. If no records match the filters, the message "No records available" displays.

Using Workbook Mode you can also rearrange column headers if you prefer data to display in a different order of columns by dragging and dropping the column headers.

Filter Types

The filter types that are available are related to the data type to be filtered. Depending on the dashboard and filter selected you can filter data based on a filter type using the following criteria. For example, if you select a filter for company status that is equal to active, only companies with a status of active display.

Date	Temperature	Text	Boolean
Is equal to Is not equal to Is after or equal to Is after Is before Is before or equal to Is null Is not null	Is equal to Is not equal to Is greater than or equal to Is greater than Is less than or equal to Is less than Is null Is not null	Contains Does not contain Is equal to Is not equal to Starts with Ends with Is null Is not null Is empty Is not empty	(All) Is true Is false

Complex Filtering

When using Workbook Mode, some dashboards have complex filtering enabled. You can create complex filters of your grid data using and/or statements to filter your displayed data for analytics. Complex filtering is accessed by selecting the filter icon below the data table.

Select the Complex Filtering icon below the data table.
In the Filter Builder, select the Add Expression button to add your first row.
Select the data type from the dropdown. This list is populated by the columns in the data table.
Select the filter expression:
- Is equal to
- Is not equal to
- Is greater than or equal to
- Is greater than
- Is less than or equal to
- Is less than
- Is null
- Is not null
Enter the value.
You can continue to add separate rows or you can use the Group button to create And/Or rows using the buttons.
Select Apply to save the filter

See also: