KNOWLEDGE CENTER
This guide will review the following functionality:
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Saving a dashboard and selecting from saved list
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Filtering by OU, driver or vehicle
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Selecting the time period
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Viewing results by drivers\vehicles
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Adding\removing widgets from the display
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New Statistics Area
1. Saving dashboards and selecting from saved list
This feature allows you to save a Dashboard after you select the appropriate filtering (period, OU, relevant widgets) for future use.
This allows you to cycle quickly between saved data sets.
Using the menu you can save a new dashboard, save as (to make changes to an existing dashboard saved criteria) or rename an existing dashboard.
All the saved dashboards are private for your user only.
To select an existing dashboard, you can either enter the dashboard name or select it from the dropdown menu
2. Filtering by OU, driver or vehicle:
We’ve included an option to switch between filtering data by OU, driver, or vehicle.
Instructions:
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Click on the “OU” drop-down arrow. You can select between OU, Driver or Vehicle.
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To filter by OU:
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The OU list is available in a hierarchy tree view. You can search by expanding the view or by typing the OU name.
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Use the “Sub-units” checkbox if you want them included in the results.
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To filter by driver:
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Enter the driver’s name. Auto completion is supported.
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To filter by vehicle:
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Enter the vehicle name. Auto completion is supported.
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3. Selecting the time period
In previous versions, data presented was always for the past 7 days.
Starting now, you can select to display data for the past 7 days, 30 days, month (will show last full calendar month) , 3 months, 6 months, or 1 year.
Instructions:
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Click on the “Last 7 Days” drop-down arrow.
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Select the timeframe you prefer from the list.
Note:
The time frame adapts the data for all the displayed widgets, except the following widgets, which are always showing a 7 week trend:
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Safety score – 7 weeks history
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Idling rate – 7 weeks history
4. Viewing results by drivers\vehicles
When you filter a board by OUs, you have two different points of view:
1. Drivers – view all the driver data as your defined filtering (time frame, specific OU)
2. Vehicles – view all the vehicles data as your defined filtering (time frame, specific OU).
Simply switch the tabs to view the data in your preferred way.
5. Add\remove widgets
You can add a widget by the following steps:
1. Click on the + button.
2. Select widgets from the list of your widget’s gallery.
3. Remove an existing widget, by clicking on the X button on the right top of each widget
6. New Statistics Area - adding context to the results:
We added a new Statistics Overview Bar at the top of the dashboard (above the widgets) that provides data on drivers, vehicles, and trips. This provides additional context that can help understand the results and their impact on the fleet’s overall safety status. It also facilitates comparisons of the performance of multiple OUs or drivers.
Active Vehicle – a vehicle that had a trip during the selected period.
Active Driver – a driver who had a trip during the selected period.
As demonstrated below, a green score for an OU with just a few drivers shouldn’t necessarily be compared to a Yellow score of a very big group: