Summary

Use Custom Dashboards to build reporting dashboards made up of widgets so you can track key metrics for your organization.

Audience And Prerequisites

💡 Note: Custom Dashboards availability depends on your organization’s FMX setup and permissions. If you do not see Custom Dashboards under Reporting, contact your FMX administrator.

Who This Is For

  • Administrators
  • Reporting power users

What You Need Before You Start

  1. Access to the Reporting module
  2. Permission to view Dashboards
  3. For utilities dashboards: Utility Manager reporting must be enabled for your organization

Overview

What This Feature Or Workflow Does

Custom Dashboards lets you create dashboards and add widgets that measure, group, and visualize your data. You can build widgets from scratch or start from pre-built widgets, then adjust filters, breakdowns, and visuals to match your reporting needs.

Key Capabilities

  • Create dashboards, add multiple widgets, and resize or reorder widgets
  • Configure widget measurement, breakdowns, filters, and visualizations
  • Use pre-built widgets when available

Instructions

Completing The Core Workflow

  1. Go to Reporting.
  2. Select Custom Dashboards.
  3. Click New dashboard.
    • Enter a dashboard Name and optional Description, then save.
    • Choose if you want to keep you dashboard private, meaning it is only visible to you, or public to your organization, meaning it is visible to anyone who has permission to view dashboards in the reporting module.


  4. Open your dashboard in edit mode and click Add widget.
  5. Choose how you want to create your widget:
    • Create new to build a widget from scratch, or
    • Create from existing to start from a pre-built widget in the widget library if available.
  6. Configure the widget:
    • In the advanced editor, follow the guided steps:
      • Step 1: Name, description, and what the widget measures
      • Step 2: Filters and breakdowns
      • Step 3: Visualization options
         

  7. Click Save to add the widget to the dashboard.


          
     
             

Confirming It Worked

  • Your dashboard appears under Reporting → Custom Dashboards.
  • Your widget appears on the dashboard and displays a chart or number.
  • If you selected filters or breakdowns, the widget reflects the filtered dataset and grouping you chose.

Variations And Advanced Options

Related Settings

  • Utilities provider custom field “Show in reporting”: When enabled for a utilities provider custom field, that field can appear in the widget builder where supported (for example, as a measurement, breakdown, or filter depending on field type).

Troubleshooting

Common Issues

  • I do not see Custom Dashboards in Reporting
    • Cause: The feature may not be enabled for your organization, or you may not have the right access.
    • Fix: Confirm you can access Reporting, then contact your FMX administrator. They will need to enable the view dashboard permission for your user type.
  • I can view a dashboard but cannot edit it
    • Cause: By default, dashboards can only be edited by their creator.
    • Fix: Create your own dashboard, or ask the dashboard creator to make the changes.

⚠️ Warning: Some widget options depend on which FMX modules are enabled for your organization and what data exists in your system.

FAQ

  • How do widget filters affect what viewers see
    • Widget filters limit the dataset used by the widget. Viewer filter options are designed to respect the widget creator’s filters.
  • Can I export or print a Custom Dashboard
    • Export and print are not currently available for Custom Dashboards.
  • Can I give someone else edit access to my dashboard
    • Sharing ownership or edit rights is not currently available. Dashboards can only be edited by their creator.
  • Can I use Utilities custom fields in dashboards
    • Limited utilities custom fields can be available in the widget builder when they are marked Show in reporting and when utilities custom field reporting is enabled for your organization. Supported usage depends on the custom field type (currency, number, date, and checkbox).
  • Why do I not see all of my data in custom dashboards
    • Custom dashboards can currently be built with limited Work Manager and Utility Manager data (when modules are enabled). New data will continue to be added to this experience.

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