| Audience | Fleet Managers, Fleet Admins |
| Applies To | Fleet Dashboard > Reports |
Introduction
The Motive Analytics Dashboards act as a centralized hub for reporting, grouping multiple reports into a single Dashboard view. Users can customize dashboards by pinning reports, applying filters for deeper analysis, and organizing layouts to focus on the most relevant data.
| Note: Motive Analytics is currently a beta release, which means it isn't accessible for all customers yet. |
Creating a Dashboard in Motive Analytics
- Log in to the Fleet Dashboard and click Reports.
- Click the Motive Analytics tab.
- Click Create Dashboard.
- The Create Dashboard box displays. Use the Name and Description fields to add details.
- Click Create.
6. Once the dashboard is created, select Create Report.
7. Select the required Measures from the list.
8. The selected Measures appear in the report.
9. Alternatively, select Browse Reports.
10. In the Report Library, select the desired report.
11. Click Pin.
12. The Pin to Dashboard pop-up displays; select the desired Dashboard.
13. Click Pin.
13. Once the report is added, the confirmation message displays.
Viewing Existing Dashboards
- Follow steps 1 and 2 from the section above.
- Click View All in Comprehensive Dashboards.
- To explore the pre-built dashboards, select Created By Motive.
Adding a new Dashboard Tab
A fleet with a Dashboard with multiple sections can be organized into separate tabs. For example, fleets can have a tab for high-level measures and another for detailed data. To add or organize tabs:
1. Follow steps 1 and 2 from the section above.
2. Select the desired dashboard from the list.
3. Select Edit from the Edit dropdown menu.
4. Click + Add tab.
5. The Create a new tab pop-up displays; Enter a tab name and click Confirm.
6. Click Save.
Editing a Dashboard
Edit the layout of a Dashboard to arrange visualizations in the desired order and adjust their size, ensuring that Dashboards are organized and easy to navigate.
The layout of Dashboards is responsive to browser size. If the browser window shrinks, a horizontal scroll bar appears at the bottom to navigate the content.
Reordering Visualizations
- Follow steps 1 and 2 from the section above.
- Select the desired Dashboard to edit.
- Click Edit from the dropdown.
- Hover over the visualization that is required to move, and click the drag handle that appears at the top of the visualization.
- Drag and drop the visualization to its new position on the Dashboard.
Adding a Dashboard Filter
Dashboard filters can be applied to multiple reports, making it easier to narrow the view for different use cases or audiences without manually filtering each report separately.
- Follow steps 1 and 2 from the section above.
- Click View All to see available Dashboards.
- Click the three dots in the desired dashboard row.
- Click Edit.
- Click Add Filters.
| Note: If the Edit button is gray, contact the Fleet Admin or Dashboard owner to enable editing permissions. |
- Click the filter icon next to the filter name in the sidebar.
- The selected filter displays a pop-up, click the filter icon.
8. In the Default values section, click + Add condition, and add the values that are required to be included in the filtered view
9. Click Apply.
10. Click Save.
| Note: If the column contains more than 500 values, use the search bar to find specific values. |
Once applied, the filter updates all reports in the dashboard.
Resizing Visualizations
- Follow steps 1 and 2 from the section above.
- Select the desired Dashboard.
- Click Edit and select Edit from the dropdown.
- Hover over the lower-right corner of the visualization, then click and drag to resize it manually.
- Alternatively, click the three dots on the visualization.
- Select from the preset size options to quickly adjust the visualization’s dimensions.
Moving Reports to Another Dashboard Tab
If the Dashboard contains multiple tabs, fleets can move visualizations between tabs to better organize the data.
- Follow steps 1 and 2 from the section above.
- Click the Edit option in the upper-right corner of the Dashboard.
- Select Edit from the dropdown.
- Click the three dots in the visualization.
- Click Move to tab.
| Note: This option is unavailable if the Dashboard has only one tab. |
6. Select the tab from the list and click Move.
7. Click Save in the top right corner.
Deleting a Report from a Dashboard
If a report is no longer needed on a Dashboard, it can be removed.
| Note: A report cannot be deleted from dashboards created by Motive. To customize a Motive-created dashboard, make a copy and then edit that copy. |
- Follow steps 1 and 2 from the section above.
- Click View All to navigate to the Dashboard Library list view
- Click three dots.
- Select Edit from the dropdown.
- Click Delete to remove the report from the dashboard.
Making a Dashboard Copy
- Follow steps 1 and 2 from the section above.
- Click View All in the Comprehensive Dashboards tile.
- Select the three dots.
- Click Make a Copy for the desired Dashboard.
5. Describe your Dashboard pop-up displays. Edit the Name and Description.
6. Click Save.
7. The Dashboard copied successfully appears, and a message indicates a copy is successfully created.
Exporting Dashboards
Dashboards can be exported in a PDF format, ensuring an easy way to share information with stakeholders and team members.
1. Follow steps 1 and 2 from the section above.
2. Click View All in the Comprehensive Dashboards or click Create Dashboards to create a new Dashboard.
3. Select the desired Dashboard.
4. Click Export.
5. Select Export as PDF to have a customized view.
5. Use the Format, Layout, and Select tabs to customize the report.
6. Click Download.
Adding a note to a Dashboard
Notes assist with further customization by adding clarifying context, notes and reminders, and action plans for trends in a Dashboard.
- Follow steps 1 and 2 from the section above.
- Click View All.
4. Click the three dots in the desired dashboard row.
5.Select Edit from the dropdown.
6. Click Add note.
7. Fill the information in the note area. Formatting options include bullet point lists and hyperlinks.
8. The note can be resized and its placement can be shifted. Hover the cursor over the bottom right corner of the note to resize it and drag it to the desired location.
9. Click Save.