🏠Dashboard

Here is your home page for Asset Management and where you will view recent changes, total number of assets, licenses, accessories, and consumables in your inventory.

1 - The Dashboard View

At the top of your dashboard you will have access to a quick view of your total number of assets, licenses, accessories, and consumables. If you click on the More Info link for any of the options, it will bring you to that menu to search for whichever particular type of asset you'd like.

The bottom part of your dashboard will show you the recent activity of all users, if this option is setup for the user, or just the user viewing if permission is limited. On the right is a pie chart of Deployed Assets. When you hover over the chart, you can see the number of deployed, or ready to deploy assets.

The Recent Activity Table allows you to go into further detail beyond the scope of this view by clicking on the Item name, or the Admin name. If I click on the Item name, I can view the info and history of the item, if it is apart of a bundle as well as it's fund history.

For instance, we recently updated this asset and changed the user. Our system automatically checked in the asset from the current user, and checked out the asset to the new user when the update was done. If you look at the last 3 action items and dates, you will see they were all done at the same time and date due to the update.

By clicking on the Admin's name, you will view the users permissions, activity, any tickets, assets, etc that they have assigned/checkout to them.

This user has restricted location permissions and custom permissions. See our Roles tab to view how to set up permissions.

2 - Custom Dashboard

We've added a new feature for those of you who have report permissions. You are now able to customize your dashboard.

1. Click the "+" button to start your customizations, select "Edit Layout".

1. Select one of your widgets to edit. You can click on the arrow to edit, or change the size of the widget on the bottom right corner.

1. When you edit the widget, you can choose the name of Title and select the report you would like to use for the widget. You will need to delete the previous name of the report to select the new report.

1. Click the "+" again and select "Save Layout".

Your new report will show up in the edited widget.

• For help with Rolling Reports, see our "Create a Report" post.

3 - Shareable Dashboard

If you are presenting information or want others to view your dashboard without logging in to AssetRemix, you can share a link to your dashboard and send to viewers.

1. Go to your dashboard and click the "+" and select "Share".

   
2. "Generate Link" for your dashboard. If you do not want your audience to see emails for the users then select "React Emails". *Viewers will still be able to see any names of the users.

   
3. Copy and share the link provided. *Opening this link will log you out of your current AssetRemix account for safety measures. You will need to log back in to continue working in your account.

   1. Your view.

      
   2. Shared link view.

      
4. Once you are done presenting, you can revoke your previous links so that they are no longer viewable by others. Select "Revoke All" and confirm.