Getting Started: 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. 

Core Dashboards

These dashboards are given to all XOi customers.

The dashboards include:

Overview 

Jobs

Users

Vision Live*

Benchmarking*

Report Builder

Premium Dashboards

All XOi customers have access to core dashboards, but for an additional cost premium dashboards can be provided. 

The dashboard includes:

Equipment Overview 

Equipment Inventory

Service Bulletins

Benchmarking*

Report Builder 

Report Builder allows you to build and customize reports, pull data, and help with decision-making. 

Additional Information

*These dashboards are turned on by your Customer Success Manager.