Dashboards
Professional Business
The Dashboard screen supports simple reporting widgets that show key insights into the data in your Workspace. Each report is on its own “card” or “tile”, which you can rearrange and resize to group related reports together.
You can have multiple dashboards so that you can set up dashboards for specific purposes as required.
A System Dashboard is created for Owners, to allow them to monitor system resources. The System Dashboard cannot be changed.
Create your own Personal Dashboards and set them up as you like, mixing different types of reports and setting the automatic refresh time between 1 minute to 1 hour (optional).
You can set the dashboards up in a full-screen TV mode with an auto-refresh for ongoing monitoring or just refer to them occasionally. You can even export the data to a spreadsheet file to use in other reports.
Sharing
By default, all dashboards are stored per-user and can only be seen or edited by the user who makes them. This is great for letting your office team experiment and create their own reports designed around their particular workflow. However, there are certain cases where it would make more sense for an administrator to create a dashboard and then share it with other team members for viewing. That’s where dashboard sharing comes in!
To be able to share a dashboard or edit a dashboard shared with you, your user profile must have the “Share Dashboards” permission, which is granted to Owners and above by default.
To share a dashboard of your own with other users in your workspace, follow the guide below.
Ensure that you have saved any recent changes to your dashboard by clicking the ‘Save’ button.
Select the action menu > Share.
Choose whether the dashboard should be available to everyone in the workspace, or only to members of select teams - then click ‘Save’.
All invited users will receive a notification alerting them that the dashboard has been shared with them - they can now access it from the dashboards selector under “Shared Dashboards”.
You’re done! Each invited user can now see the dashboard you shared with them.
If a user you shared with also has the “Share Dashboards” permission, they will also be able to edit the shared dashboard
If at any point you wish to un-share a dashboard, you as the original creator can enter the “Share” menu and select “Only me” to remove other users' access.
Video Guides
Example Setups
Below are some example dashboard setups that may be useful to you depending on the work you perform in Gruntify
Gruntify Professional Dashboard Setup
As a Gruntify Professional user, you are likely to be interested in tracking Requests (who is creating and how many) along with some basic system resources. See the screenshot below for a suggested combination. The top row is created using the “Requests created by Users” report, with different date settings applied in the filters.
If you want to see Requests by Form Type, use the “Requests by Priority” and ignore the “Not Specified” text that appears on the tile. The Priority field comes from a feature not available in the Professional version.
The bottom row is monitoring the activity in Gruntify:
“Active user sessions” is reflecting how many people are using Gruntify each day.
“Azure Map Requests” is indicating how much people are interacting with their maps.
Large numbers of “Emails Sent” typically indicate if that users are doing bulk imports or are requesting PDF reports be generated from the Mobile app.
Gruntify For Business Dashboard Setup
As a Gruntify for Business user, there are many more reports at your fingertips so have an explore and think about what matters more for you.
The screenshot below is split between jobs and requests, but if you aren’t using requests then you would set it up with more job tiles.
The top row shows Jobs, highlighting how many jobs are overdue, how many hours of work has been completed based on the check-in and check-out of jobs, and the number of hours expected for completion of this week's jobs. Notice that hours completed is shown by the team, and hours for completion is job template based, so that you know what type of work you have left for the week.
You can also the “Job Due for Completion” report set to next week. This is useful to monitor how much work you have already for next week and make sure you don’t over-assign your field workers. Better to know that you should spread the work into the following week than run late!
“Jobs canceled” is also very useful for monitoring why jobs are getting canceled - are they not set up right, are your customers canceling, are you creating duplicate jobs accidentally?
The bottom row in this screenshot lists request reports. The first two are made using the “Requests created by Users” report but the last one is the Priority version. If you are using the “Details” tab in your Requests and then converting the requests to jobs, then this is a useful report. If you are not using the Details tab, then this report gives you requests by Form Type, but all will be marked as “Not Specified”, as the Priority field comes from the Details tab.
Data Health Checks, Weekly and Monthly Reporting
Other reports lend themselves to monitoring less often. On the left, a report is shown of users who have created requests of a particular type this month. This form records potential new customers or trade work that Beautiful Homes could do. Jim’s doing well this month as usual and Jay Lee looks like having signed up a new customer - this report will remind Rey to follow up the lead and make sure Jay gets a bonus this month.
Jobs will get canceled, but why? Are jobs accidentally being entered into Gruntify twice, or are customers getting fed up waiting and canceling? Is this a training issue or a performance issue?
How about the assets that we are managing? Are there any assets that we are visiting multiple times? Yes - there is one asset for which we have two different maintenance schedules. Something we need to check and see if we can streamline. How about assets with no maintenance schedules - one garden bed and 37 buildings. Looks like Rey needs to spend some time creating some maintenance schedules for the new buildings they are maintaining.
And finally a quick check of the teams. All the teams have staff members, Tradies has a controller (that’s Jim!). The Not Specific will probably be Rey and Teri. All looks good.
These system “health check” type reports should only take a short time to set up and will repay that time with when they alert you to a potential issue that needs investigation.
FAQ
If you have a question about dashboards that isn’t answered here, feel free to raise a support ticket and we’ll help you out.
The charts are quite small; how can I zoom in to see details?
To zoom or pan on bar or line charts, use the bars that appear at the bottom or the side of the chart.
