Dashboards: Adding Widgets to your Dashboard

Summary

The Dashboard feature in PSTrax allows users to add and customize widgets for a personalized overview of system activity. Each widget represents a different data view (such as checks due by station), and users can add, move, resize, and filter these widgets based on their preferences. These dashboards are user-specific, meaning that each user can configure and save their layout independently.

Instructions

This article walks you through how to use the Dashboard feature to add, organize, and customize widgets. You’ll also learn how to filter widget data by module or station, and save your layout for future logins.

Adding and Customizing Dashboard Widgets

Access the Dashboard
- Go to the left-hand side pick list and click on Dashboards.
Enter Edit Mode
- Click on Edit, then select Add Widget.
- Choose a widget from the list (e.g., Checks Due by Station) and click to add it.
Customize Your Widget Layout
- Once added, the widget appears on your dashboard.
- You can:
  - Move the widget to a different part of the screen.
  - Resize it as needed.
  - Drag it into different sections for better organization.
Add More Widgets
- Click Add Widget again to select and add additional widgets as needed.
- Each widget can be customized and repositioned independently.
Filter the Widget
- Once your widget is placed, click the Filter icon.
- Select the stations, modules, or other criteria you want to filter by.
- Save the filter so it applies each time you log in.
Save Your Layout
- Click Save to retain your customized dashboard layout and filters.
Hover to View Details
- Hover over a widget to see check counts by module.
- Color coding and hover states will highlight different modules.
Make Additional Edits
- To make more changes, click Edit again.
- Adjust filters, remove widgets, or add new ones as needed.

For help customizing your dashboard, reach out to help@pstrax.com.