How to Setup Custom Dashboards in Xenia

Custom dashboards in Xenia allow you to visualise operational data, track key metrics, and manage performance across teams and locations. This guide walks you through creating a dashboard, adding widgets, and sharing it with your team.

Step 1: Access the Reporting Section

1. Log in to your Xenia account.
2. Click Reporting in the main navigation menu.
3. Under Custom Dashboard Click View Dashboard.

Tip: Use a descriptive name for your dashboard so others know its purpose.

Step 2: Add Chart

1. Click Add Chart.
2. Choose the Chart type:
   • Task and Work Orders 
   • Projects/Scheduled Work
   • Template Submissions
   • Flagged / Failed Items 
3. Apply filters: location, team, date range, etc.

Tip: Use multiple widgets to track different KPIs on a single dashboard.

Step 3: Create a Chart

1. Name the Chart Title 
2. Select Chart Type (Bar, Line, Pie, Number, Table)
3. Select Variable 
4. Apply filters: location, team, date range, etc.

Tip: Use multiple widgets to track different KPIs on a single dashboard.

Step 4: Arrange and Customise

• Drag and drop widgets to adjust layout.
• Resize widgets to highlight important metrics.
• Click Publish after finalising.

Tip: Organise by priority—top KPIs at the top for quick insights.

Step 5: Share Dashboards

1. Click Access.
2. Select users, roles or teams to share with.
3. Assign permissions: view-only or edit access.

Tip: Regularly review shared access to ensure sensitive metrics are only seen by authorised users.

Watch the Video Guide below for Configuration: 

Troubleshooting

• Widgets not displaying data? Check filters and data sources.
• Dashboard layout not saving? Ensure you click Save Layout before exiting.

Need Help? 

For assistance please reach out to us at support@xenia.team