To help you better access the information you need, we've updated the filters for our dashboard widgets.
First, we added descriptions to each filter so that you can better understand how the filters work. The descriptions appear when you select a filter from the list:
Based on customer feedback, we also added new filters for the asset and work order widgets. Some of the new filters we added include:
a user filter in the Overdue Scheduled Work Orders widget
a maintenance type filter in the Work Requests widget
a status filter in the Work Order Backlog widget
a start date filter in the Offline Assets widget
As part of these changes, we have also standardized the filters for the asset and work order widgets, where possible. This means that, for the most part, widgets in the same category will have the same filters. Any differences between the filters available for widgets within the same category are due to the widget's purpose. For example, a "date completed" filter wouldn't make sense in the Open Work Orders widget (because none of the work orders are completed), so instead we display a "date created" filter.
The tables below list the filters for each widget in the Asset and Work Order categories. Filters for other widgets will be standardized in an upcoming release.
Widget Name |
Description |
Audience |
Filters |
|---|---|---|---|
Asset Offline Even Count |
This widget counts the number of times assets have been taken offline. |
Admins |
Asset Asset Category Start Date Reason |
Current Offline Assets |
Number of assets that are currently offline. |
Everyone |
Asset Asset Category Start Date Reason Set Offline |
Widget Name |
Description |
Audience |
Filters |
|---|---|---|---|
Closed Work Orders |
Number of closed work orders. |
Everyone |
Asset Asset Category Assigned Users Date Completed Maintenance Type Priority Project Status Time Period User Groups |
High Priority Work Orders |
Number of high priority work orders. You can customize the priority types used to calculate this number. |
Everyone |
Asset Asset Category Assigned Users Date Created Maintenance Type Priority Project Status Time Period User Groups |
Open Work Orders |
Number of open work orders. |
Everyone |
Asset Asset Category Assigned Users Date Created Maintenance Type Priority Project Status Time Period User Groups |
Overdue Scheduled Maintenance |
Number of overdue PM work orders. |
Everyone |
Asset Asset Category Assigned Users Maintenance Type Priority Project Suggested Completion Date Status Time Period User Groups |
Overdue Work Orders |
Number of open Work Orders that passed expected completion date. |
Admins Managers Technicians |
Asset Asset Category Assigned Users Maintenance Type Priority Project Suggested Completion Date Status Time Period User Groups |
Unscheduled Open Work Orders |
Number of open work orders that do not have a scheduled completion date. |
Admins Managers |
Asset Asset Category Assigned Users Date Created Maintenance Type Priority Project Status Time Period User Groups |
Work Order Backlog |
Total work order backlog. |
Everyone |
Asset Asset Category Assigned Users Maintenance Type Priority Status Time Period User Groups |
Work Orders by Status |
Number of work orders based on their status. |
Everyone |
Asset Asset Category Assigned Users Maintenance Type Priority Project Status User Groups |
Work Requests |
Number of work request. You can filter the result based on priority. |
Admins Managers Technicians |
Asset Asset Category Assigned Users Date Created Maintenance Type Priority Project Status Time Period User Groups |