Dashboard Guide

We’ve made some great updates to our CMS Dashboards! With our latest enhancements, we are focused on providing a fresh new look and improved user experience. The functionality you all know and love remain, but we’ve enhanced our Dashboard functionality to include more interactive graphs, charts, and counters as well as enhanced the Dashboard Set Up.

Here’s what’s new:

• Enhanced Visuals: You’ll now find interactive bar charts, pie charts, and counter boxes for better data visualization and drill down capability.
• Preview: While you are configuring your Dashboard, get a sneak peek with our Dashboard preview view. No more back and forth. See it as you build it!
• Saved Search/View: We’ve made it easier to create and/or edit saved searches and views all from the Dashboard set up. No more back and forth. Configure all in one place!
• Grouping Enhancements: New ability to group data by set time parameters for searches/views. This can be done directly on the fly in your Work Order list view and/or it can be set up as a default at the Saved View level. The great thing is this will all translate over to your graph and charts in the new Dashboard view!
• Auto Scrolling: Set up and enjoy auto scroll capabilities for shop dash views.
• Export: Need to share results? Export your CMS Dashboard to a PDF.

CMS Saved Views: Important!

The magic of the Dashboard is all in the groupings to allow the display of information in listings, bar, or pie charts.

Enhanced Visuals

Bar Chart icon  and View                                                    

Hover your mouse over a specific bar for more information. or click to drill down into the data.

Pie Chart icon  and View

Hover your mouse over a specific pie slice for more information or click to drill down into the data.

"Bean" Counter View

Display specific counts and apply color codes to represent important status.

New CMS Dashboard Administration and Set Up View

Click on the Gear icon  and select the “Dashboard Admin” link.

New CMS Dashboard Tab/Panel Configuration

Edit Existing CMS Dashboards to Enable New Graph Features

 Click on the pencil icon to edit an existing Dashboard to set up default graph views.

The Panel Configuration is now on the right of the screen and updates to the Dashboard can be previewed as changes are made. To implement a newly Grouped View:

• Select a “Saved View” that includes a Grouped field.
• Select the default “Display As”: Table | Bar Chart | Pie Chart.
• Click on the “Update” button.
• Update any other Panels using the above process, then click on the “Save” button.
• The Dashboard Panel will now display the data in the default “Display As” mode.

Create New CMS Dashboards

Click on the plus button to create a new Dashboard to set up default graph views.

The Panel Configuration is again now on the right of the screen and updates to the Dashboard can be previewed as changes are made. Some new capabilities:

• Setting up a default “Display As”. You now can select from bar charts, pie charts, and counter boxes for better data visualization of your Saved Searches and Grouped Saved Views.
• New smaller Panel size optimized for graphs and charts.
• Preview: While you are configuring your Dashboard, you now can preview the size of the panel with content so you can assess if that is how you want your panel to look. (yes, without going back and forth)
• Saved Search/View: We’ve made it easier to create and/or edit Saved Searches and Saved Views all from the Dashboard set up. (Again, no more back and forth)
• Counter: Display specific counts and apply color codes to represent important status.
• Auto Scrolling: Set up auto scroll capabilities for shop dash views. When your Dashboard is live, you can display it in the shop to auto scroll through each panel so your teams can see and stay informed of shop level data.

CMS Dashboard Panel Options “On the Fly"

Even though you may have set up a Dashboard panel to display as a list, you can always group a column on the fly to then enable the ability to see the data in a graph view!

This is the listing icon   and View. By clicking on the Field heading  or Group  icon, the listing can be grouped or ungrouped.

Summary

We are excited about the improvements that we hope create a whole new user experience in not only viewing FSI Dashboards, but also in the administration and set up of the Dashboards.

Much appreciation for those that have provided feedback on Dashboards and those that

participated with FSI’s Early Adopter Program.

Transform your original Dashboard from this…

To this!

Revised/Reviewed: September 2025