Sharing Dashboards

Dashboards allow you to review the data being collected in completed jobs, identify the most common types of equipment your technicians encounter, and manage your technician's productivity. 

Within the Dashboard area, reports have been broken out into different sections, each dedicated to specific types of data. All User Roles can be permitted in the Dashboard tab. 

Note: This premium feature is only available on premium dashboards. Please speak to your Customer Success Manager to learn more. 

 

The share button on a dashboard allows you to export the entire dashboard as an image.

 

You can download the image directly.

If the report does not export please check your pop-up blocker for the browser. Visionweb.xoi.io needs to be added as an exception.  

You can also email the dashboard as an image. Simply enter the email address and select Send email. Only one email address can be entered at a time. This is useful for sharing dashboard content with users outside of XOi.

Additional Information

This feature is only available on premium dashboards. Please speak to your Customer Success Manager to learn more.