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Dashboard Builder — User Guide

Last Updated: April 2026 | Version 1.0

Overview​

Dashboard Builder generates fully configured dashboards from a natural language description. Users enter a dashboard name and a description of the content required. The system proposes a widget list for review before generating the final dashboard. The completed dashboard renders on the Summary page with all widgets populated.

Who It's For​

Admins Reducing setup time when building dashboards for implementation projects

Implementation Teams Accelerating dashboard configuration during deployment

Non-Technical Users Creating dashboards without needing to know the platform's data structure

Where to Find It​

  1. Open the Reporting module from the left side panel
  2. Navigate to Dashboard → Dashfolders

If the Create with AI button is not visible on the page header, contact an administrator to check if the feature is enabled for your role.

Available on Web only

How to Use It​

The workflow has two phases: creating the dashboard, and optionally editing individual widgets afterwards.

Phase 1: Creating the Dashboard​

  1. Navigate to Home → Dashboard → Dashfolders

  2. Click the Create with AI button in the page header

  3. Enter a Dashboard Name

  4. In the Description field, describe what the dashboard should show — include specific metrics, data, and widgets you want (e.g., "Show open maintenance requests by priority, asset health by site, and technician utilization for the past 30 days")

  5. The system analyses the description and presents an Orchestration Layer — a list of proposed widgets, each with a one-line summary of what it will display

    The Orchestration Layer is text-based — no visual preview is shown at this stage. The full dashboard renders only after you click Generate.

  6. Review the proposed widget list and make adjustments:

    • Edit a widget — click the edit icon next to any row and rewrite its intent
    • Remove a widget — deselect any widget that shouldn't appear in the final dashboard
    • Add a global instruction — type a directive that applies across all widgets (e.g., "Show only high priority items across all widgets")

  7. Click Generate — the completed dashboard renders on the summary page with all widgets populated

Phase 2: Editing After Generation (Optional)​

After generation, individual widgets can be updated through a prompt:

  1. Open the generated dashboard
  2. Find the AI button at the top of the widget you want to change
  3. Click the AI button — the widget is added as a context chip in the AI chat panel on the left
  4. Type a prompt describing the change (e.g., "Only show high priority items" or "Add a filter for completed tasks")
  5. The widget updates in place

For larger structural changes, click Edit Layout to access the full dashboard editor.

Real-World Example​

An implementation team needs a dashboard for site managers showing maintenance volumes, asset health scores, and technician utilization across five regions.

  1. Navigate to Dashfolders and click Create with AI
  2. Enter the name "Regional Maintenance Overview" and describe: "Show total open maintenance requests by priority level, asset health status by region, average technician utilization by site, and scheduled maintenance due within 7 days"
  3. The system proposes four widgets — the team notices one shows "Asset health by status" but wants "Asset health by region" instead
  4. They click the edit icon, update the widget intent, then click Generate
  5. The dashboard renders with all four widgets fully populated — ready for site managers to use

A week later, they need to add a widget for overdue inspections. They open the dashboard, click the AI button on an existing widget, type "Add a widget for inspections overdue by 30 days," and the new widget is added.

Limitations & Considerations​

Bounded By Standard EditorDashboard Builder cannot go beyond what the standard dashboard editor supports — if a layout or widget type isn't possible manually, the AI can't generate it either.
No Visual PreviewNo visual preview is available during the Orchestration Layer step — the dashboard only renders after clicking Generate.
Deselected Widgets Are FinalWidgets deselected during the Orchestration Layer will not appear in the final dashboard.
Literal InterpretationThe Description field is interpreted literally — if something is mentioned unintentionally, it will appear in the widget list; edit widget intents or regenerate to correct.
Web OnlyDashboard Builder is web only — creation and editing are not available on mobile.
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