The Dashboard provides key information about your fleet's overall performance in an at-a-glance view. When you open the Safety or Utilization Dashboard, it will be populated with data for the last 30 days for all your groups and assets or drivers, but you can change the date range and limit other results by using the Filters panel on the right as shown in the first section below. The second section demonstrates how to add new panes to the Filter panel.


Narrowing Your Results Using the Filters


You can customize what's displayed on the Safety and Utilization Dashboards as follows:

Caution: If the option you want to change is grayed out, don't worry! You will be able to modify its setting by enabling the panel. To do so, click the toggle on its bottom right:
 

  1. To change the time period of results on either Dashboard (by default, Last 30 Days will be chosen), follow these steps:
      
    1. Mouse over the top right of the Date Range pane.
       
       will appear.
       
    2. Click .
       
      The Date Range filter will be displayed.
        
    3. To display all the data from the past year on the Dashboard, select Include All (No Filter Applied). Then skip down to step h.
       
    4. To select specific years, quarters, months, weeks, or days, click the Year drop-down arrow and click one of the options. Then click the Select drop-down arrow and check the boxes of the time segments you need. (For Day, you will choose the days on a calendar picker.) You can click Select All to include all the options. Then skip down to step h.
      Note: The Hour (Aggregated) and 15-Min (Aggregated) options currently aren't functioning.
    5. To choose a certain number of days, weeks, months, or quarters, leave Last selected for its drop-down list, click the 30 up-down arrow and select the count you need, and then click the Days drop-down arrow and select the new time value. Then skip down to step h.
      Note: You can select This and then a time value (such as month) to receive results from just the beginning of that time frame up until now. The Next option, unfortunately, does NOT provide future results (and is just a leftover from similar dialog boxes). You can leave Including Current checked if you want the current day, week, month, or quarter to be included in the results. (Deselect this if you don't want today's [for example] activity to be reported as well.)
    6. You can set a certain time range by clicking the From calendar picker, choosing the beginning date on the calendar, and then selecting the end date. (Click outside the picker to close it.) Then skip down to step h.
       
    7. You can choose specific time conditions to include or exclude from the results by first clicking the Is Not drop-down arrow, selecting from these options, and performing the following steps:
       
      • Is Not: To exclude the conditions you will enter from the results. Click the Year drop-down arrow and click one of the options. Then click the Select drop-down arrow and check the boxes of the time segments you want to leave out. (For Day, you will choose the days on a calendar picker.) You can click Select All for all the options.
         
        For example, if you know of a day of the month that will have unusual usage results (such as a company holiday), you might choose Is Not/Day/that holiday's date to prevent it from being a part of the Utilization results.

        The results will include all the days, months, or such for the past year EXCEPT those you specify.
         
      • Is: To show ONLY the conditions you will enter. Follow the instructions for Is Not, but in this case the results will include all the days, months, or such for the past year that you DID specify.
         
      • Is Within: To include results within a specific range of conditions. Click the 1 up-down arrow and select the count you need; click the Year drop-down arrow and select Year, Quarter, Month, Week, or Day; select Before or After in the next drop-down list; and specify a date using the calendar picker.
         
        For example, if someone reported objectionable driver activity but only had a general idea of the date it occurred, you might choose Is Within/2/Weeks/Before/the date they did provide to return Safety results for that two-week time span.
         
      • Top: To display only the highest values of the conditions. Click the 1 up-down arrow and select the count you need; click the Year drop-down arrow and select Year, Quarter, Month, Week, or Day; click in the Ranked By box and select the field you want.
         
        For example, if you want to see the week with the highest idling values from the past year, you would choose Top/1/Week/Idle Time (Hours) on the Utilization Dashboard.
         
      • Bottom: To display only the lowest values of the conditions. Follow the same procedure as for Top, but for this, the results will show the week with the least idling hours (for example) for the past year.
         
    8. Click Apply.
       
      The update icon () will appear to the left of the Filters panel.
       
    9. Click  to reload the results with your changes applied.
       
  2. To change the subgroups whose results are being displayed on either Dashboard (by default, the data from all the subgroups of the group selected in the Group Chooser will be included), follow these steps:
      
    1. Mouse over the top right of the Group pane.
       
       will appear.
       
    2. Click .
       
      The Group filter will be displayed.
        
      All the subgroups of the group you have selected in the Group Chooser will be selected by default.
      Note: If you want to view data of a group above this group, you'll need to change the group you have chosen in the Group Chooser, as shown in Choosing a Group to View Globally. If you want to view a group that is above your assigned group in your account hierarchy, you'll need to obtain different permissions from your organization's administrator.
    3. Deselect the check box above the list (to the left of Start Typing to Search) to remove the selections from all the subgroups' boxes.
       
    4. Select the subgroups whose data you want to see.
      Note: Alternatively, you can type search criteria in the Start Typing to Search box first to show only certain subgroups.
      The names of the chosen subgroups will appear at the bottom of the dialog box.
        
    5. Click OK.
       
      The update icon () will appear to the left of the Filters panel.
       
    6. Click  to reload the results with your changes applied.
       

Safety Dashboard–Only Filters
 

  1. You can limit the included drivers (by default, data from all your drivers will be displayed) as follows:
      
    1. Mouse over the top right of the Driver pane.
       
       will appear.
       
    2. Click .
       
      The Driver filter will be displayed.
        
      All the operators in the group you have selected in the Group Chooser will be selected by default.
      Note: If you want to view driver data of a group above this group, you'll need to change the group you have chosen in the Group Chooser, as shown in Choosing a Group to View Globally. If you want to view a group that is above your assigned group in your account hierarchy, you'll need to obtain different permissions from your organization's administrator.
    3. Deselect the check box above the list (to the left of Start Typing to Search) to remove the selections from all the drivers' boxes.
       
    4. Select the drivers whose data you want to see.
      Note: Alternatively, you can type search criteria in the Start Typing to Search box first to show only certain operators.
      The names of the chosen operators will appear at the bottom of the dialog box.
        
    5. Click OK.
       
      The update icon () will appear to the left of the Filters panel.
       
    6. Click  to reload the results with your changes applied.
       
  2. To include results that don't have violations (by default, only violations are shown for some widgets), follow these steps:
      
    1. Mouse over the top right of the Has Violation? pane.
       
       will appear.
       
    2. Click .
       
      The Has Violation? filter will be displayed.
        
      Only Yes will be selected by default.
       
    3. Select No as well to include results without violations.
       
    4. Click OK.
       
      The update icon () will appear to the left of the Filters panel.
       
    5. Click  to reload the results with your changes applied.
       

Utilization Dashboard–Only Filters
 

  1. You can limit the included assets by name (using the Asset pane), asset type, asset category, or fuel type (by default, data from all of your assets will be displayed) as follows:
    Note: The steps for the Asset, Asset Type, Asset Category, and Fuel Type pane are the same.
     
    1. Mouse over the top right of the Asset, Asset Type, Asset Category, or Fuel Type pane, depending on which you want to use to narrow your Dashboard results.
       
       will appear.
       
    2. Click .
       
      The filter will be displayed.
        
      All the assets, types, categories, and fuel types in the group you have selected in the Group Chooser will be selected by default.
      Note: If you want to view asset data of a group above this group, you'll need to change the group you have chosen in the Group Chooser, as shown in Choosing a Group to View Globally. If you want to view a group that is above your assigned group in your account hierarchy, you'll need to obtain different permissions from your organization's administrator.
    3. Deselect the check box above the list (to the left of Start Typing to Search) to remove the selections from all the boxes.
       
    4. Select the entities whose data you want to see.
      Note: Alternatively, you can type search criteria in the Start Typing to Search box first to show only certain options.
      The names of your choices will appear at the bottom of the dialog box.
        
    5. Click OK.
       
      The update icon () will appear to the left of the Filters panel.
       
    6. Click  to reload the results with your changes applied.
       
  2. To show only data for assets that weren't active (or only those that were active — by default both inactive and active assets are shown for the selected time range), follow these steps:
      
    1. Mouse over the top right of the Asset Active on the Day? pane.
       
       will appear.
       
    2. Click .
       
      The Asset Active on the Day? filter will be displayed.
        
      Both No and Yes will be selected by default.
       
    3. Deselect No if you want to see only assets that were active during your chosen time range.
       
      Deselect Yes if you want to see only assets that were NOT active during that time period.
       
    4. Click OK.
       
      The update icon () will appear to the left of the Filters panel.
       
    5. Click  to reload the results with your changes applied.


Adding Filters


To add new panes to the Filters panel, follow these steps:

  

  1. Click  at the top of the Filters panel.

    The available fields will be displayed. (These will vary, depending on if you are adding to the Safety or Utilization Dashboard.)
      
  2. Scroll down to locate the type of information you need to add as a filter.
    Note: Alternatively, you can type search criteria in the Type to Search for Fields box. Only matching fields will remain in the list.
  3. Click the name of the field you want to use to filter your results, such as Vehicle VIN #.
     
    The filter you selected will be displayed.
      
  4. To use it now, make any deselections and selections you need, click OK, and then click .
     
    The new pane will appear on the Filters panel (and your results will be updated with your choices).
     
  5. To have this pane be displayed whenever you open the Dashboard, follow these steps:
     
    1. Click  at the top of the Filters panel.
       
      A menu will appear.
        
    2. Click Set as My Default Filters.
       
  6. You can click  at the top of the Filters panel to return it to showing only your default panes.