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How to use the Dashboard

How to use Mobaro Dashboards — widgets, filters, favorite dashboards and filters, full-screen and touch modes for wall displays. End-user-focused; for building Dashboard Templates, see the linked admin guide.

Written by Logan Bowlby

Overview

Dashboards are how you read your operational data in Mobaro — both historically (last week's compliance, last month's downtime trend) and in real-time (which Locations are open right now, which Assignments are still open). Each dashboard is a layout of widgets, configured by an admin via a Dashboard Template, that you can filter and view in different modes depending on whether you're at your desk or running the dashboard on a wall TV.

The mental model: A Dashboard Template is the design (which widgets, in what order, with what default filters). A dashboard is what you see when you open one — the rendered template with your data, filtered however you've chosen. Templates are admin-built; dashboards are end-user-experienced.


What's on a dashboard

Each dashboard consists of widgets — modular tiles that visualize one slice of data:

  • Location Overview — status of every Location, color-coded by operational state. See Downtime on Dashboards.

  • Completed Checklists — count of completed Checklists over a time range.

  • Assignments — list of open Assignments scoped to filters.

  • MTTR / MTBF — reliability metrics from Downtime data. See MTTR and MTBF.

  • Compliance widgets — average score, score by page, missed Results, and more.

The exact set on any given dashboard is up to whoever built the underlying Dashboard Template. To learn how Templates are built, see How to set up Dashboard Templates.


Using filters

By default, dashboards show everything you have access to — every Checklist across every Location your Role permits. Filters narrow the view.

Two layers of filters exist:

  • Widget filters — small icons at the top of each widget that scope just that widget (e.g., date range, Locations, Categories).

  • Dashboard filters — saved presets that apply across multiple widgets at once. These come in two flavors:

    • Organization filters — defined by the Dashboard administrator on the Template. Available to everyone.

    • Personal filters — defined by you, only visible to you, only on this dashboard.

For the deep treatment of how to design and use these filter types, see Dashboard filters — Organization vs Personal.


Favorite filters and favorite dashboards

Favorite filters

Each dashboard can have one filter marked as your favorite — that's the filter the dashboard loads with by default when you open it.

  • The Dashboard administrator can mark one Organization filter as the favorite, applying to everyone unless they override it.

  • You can override the admin's choice by setting any Organization filter or Personal filter as your own favorite. Your choice takes precedence for your account.

Favorite dashboards

If you have access to multiple Dashboard Templates, you can pick one as your favorite dashboard — that's what loads when you click the Dashboards tab in the Backend menu. This is per-User and not adjustable by admins.

Best practice: For most Users, picking a favorite dashboard + favorite filter is the difference between a Dashboard tab that's useful and one that requires re-configuring every visit. Encourage every User to set both as part of their first-week onboarding.


Full-screen and touch modes

Full-screen mode

Click the full-screen icon in the lower-right corner of the dashboard to expand it across the full browser window. The Mobaro Backend chrome and the browser toolbar both hide, leaving the dashboard's widgets to use the full screen.

Use this when:

  • You're on a wall TV showing the dashboard for an operations area.

  • You want to share a screen capture of the dashboard without the surrounding UI.

  • You're presenting in a meeting and want maximum data visibility.

Touch mode

Once full-screen is active, an additional touch mode icon appears. Touch mode is designed for touch-enabled wall displays — the dashboard's filters move to a left-side menu, with each filter as a tappable tile.

At the bottom of the filter list, a play button turns on auto-rotation: the dashboard cycles through filters at the interval you choose. Useful for an unattended display that should walk through "today / week to date / month to date" automatically.

During auto-rotation, individual filter taps still work — touching the screen interrupts the cycle to show a specific filter, then auto-rotation resumes after the next interval.

Note: Drill-down features on individual widgets (clicking a chart segment to see detail) continue to work in both full-screen and touch modes. The widget interactions don't go away just because the chrome does.


Worked examples

Example 1: Operations wall TV

Scenario: Operations leadership wants a wall TV in the control room cycling through "Today" / "Week to date" / "Month to date" views of the safety compliance dashboard.

Setup: Open the safety compliance dashboard. Enter full-screen mode. Enter touch mode. Tap the play button, set rotation interval to 30 seconds.

Result: Unattended display cycling through three operational time ranges, with all drill-down still available if someone walks up to investigate.

Example 2: Morning standup

Scenario: A maintenance manager runs a daily 7am standup. They want to start every day on the same dashboard with the same filter applied.

Setup: Open the maintenance dashboard. Set "Today — Maintenance scope" as the favorite filter. Set the maintenance dashboard as the favorite dashboard.

Result: Every morning, opening Mobaro lands the manager on the right view with one click. The standup runs from there.


See also


Frequently asked questions

Q: I don't see the same widgets as a colleague on the same dashboard. Why?
A: Widgets respect Role permissions. If a widget shows data your Role can't access, it's hidden or shows blank. Compare Roles with your colleague to identify which permission differs.

Q: Can I edit a Dashboard Template directly?
A: Only if you have the Manage Dashboard Templates permission on your Role. End-users can use Personal filters to customize their experience, but the template structure (which widgets, in what order) is admin-controlled. See How to set up Dashboard Templates.

Q: How do I leave touch mode?
A: Press Escape, or tap the close icon. You return to full-screen mode; pressing Escape again returns to the standard browser view.

Q: My favorite filter isn't loading by default. Why?
A: Either your favorite was set on a different dashboard (favorites are per-dashboard) or the filter you favorited has been deleted from the underlying template. Re-favorite a current filter.

Q: Can I set up auto-refresh on a dashboard?
A: Dashboards refresh data automatically when filters change. For a "live" wall display that updates as new events come in, the touch mode play button + a short rotation interval gives the most "live" feel; data inside each filter is current as of the load.

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