Filter Dashboard Results

When viewing Dashboard Results, you can use the controls in the lower-left part of the page to filter displayed results to particular repair centers or other attributes.

The dashboard filtering process is additive. This means that as designations are made for each attribute, they are saved and added to any subsequent selections that are made. For example, if you selected a shop and then selected a date range, the system would calculate KPIs for work orders from the designated shop with target dates in the defined range.

Filter results:

1. Click the Filter tab.

   This tab is located in the middle of the left pane.

2. Select the attribute to filter by from the Filter By field.

   • Repair Center: Allows you to filter by one or more Repair Centers.

   • Shop: Allows you to filter by one or more Shops.

   • Asset/Location: Allows you to filter by one or more locations, selected by drilling down into the Asset List.

   • Classification: Allows you to filter by one or more Asset Classifications, as selected from the Classification List.

   • Target Date (WO): Allows you to filter by a predefined date range based on target date defined in work orders.

     You cannot make multiple selections using this filter.

3. Choose between two options:

   • Select the Multiple Selections check box to allow multiple attributes to be selected.

     When multiple selections are made, the results for each selection are combined or added together. This means that the KPI is calculated for the combined total of the selected items.

   • Clear the Multiple Selections check box to only allow one attribute to be selected.

4. Select the item on which the KPI should be calculated from list below the Multiple Selections check box.

5. If the Multiple Selections check box is selected, select additional items to include.

   As you select each item, the item is highlighted. To remove a selection that was made in error, click the item again. The highlight is removed.

   To clear multiple selections that have been made, click the Clear All hyperlink above the Filter By field.

6. To filter by an additional attribute, repeat Steps 1-5.

   When you have finished making your designations, you can view the results in the Dashboard. The Dashboard is updated each time you alter the filtering criteria.