Dashboard Video Training Series

The first video in the series introduces new users to the basics of navigating dashboards and utilizing widget cross-filtering and drill-through capabilities.

This video covers adding and removing template dashboards to your account. Users will learn how to access the “Manage Dashboards” area to add new Global and Organization dashboard templates to their account for quick access, and how to quickly remove dashboards from their account.

This video explains how to use Global and Page filters to dynamically change the dashboard. Users will learn how each filter group filters specific widgets to adjust which Buildings, Equipment, Diagnostics, Tasks, and Raw Data are displayed.

This video explains how to create a new custom dashboard from scratch. Users will learn how to utilize the Widget Library to access and select from hundreds of pre-built widgets to customize their own unique dashboards.

This video explains how system administrators can manage the bulk assignment of Global and Organization dashboard templates across all users within their organization(s).

This video explains how system administrators can create, modify, and remove Organization Dashboard Templates.