Creating and Customizing Dashboards

This guide shows you how to create custom dashboards in Leanheat Monitor to visualize and monitor your Ally devices. Dashboards let you view real-time data, historical trends, and device status at a glance.

Understanding Dashboards

Dashboards are customizable views that display information about your devices using widgets. Each dashboard can contain multiple widgets showing different data types or device groups.

Common dashboard uses:

• Monitor entire buildings at a glance
• Track specific floors or zones
• View active alarms across all devices
• Display temperature trends for key locations
• Show device online/offline status
• Monitor battery levels across eTRVs

💡 Dashboard tip: Create different dashboards for different purposes—one for daily monitoring, one for troubleshooting, one for management reporting. You can switch between them easily.

Creating a Dashboard

Step 1: Access Dashboard Management

1. Go to Dashboards in the main navigation
2. Click + Create dashboard

Step 2: Name Your Dashboard

1. Enter a descriptive Dashboard name (e.g., "Building A Overview", "Temperature Monitoring", "Alarm Status")
2. Optionally add a Description
3. Click Save

Your new blank dashboard is created and ready for widgets.

Adding Widgets to Dashboard

Widgets are the building blocks of dashboards. Each widget displays specific information about one or more devices.

Step 1: Start Adding Widget

1. In your dashboard, click + Add widget
2. Select the widget type you want to add

Available Widget Types

Device Status Widgets:

• Device list - Table showing multiple devices and their current values
• Device card - Single device with key information displayed
• Map view - Geographic visualization of device locations

Data Visualization Widgets:

• Line chart - Time-series data showing trends over time
• Gauge - Current value displayed as a gauge or meter
• Value display - Large number showing current reading

Monitoring Widgets:

• Alarm list - Active and recent alarms
• Status summary - Count of online/offline devices
• Battery status - Battery levels across devices

Step 2: Configure Widget

After selecting widget type, configure its settings:

1. Enter Widget name (appears as widget title)
2. Select devices to display in this widget
3. Choose which data points to show (temperature, setpoint, battery, etc.)
4. Configure time range for historical data widgets (last hour, day, week, custom)
5. Set any display options (colors, thresholds, units)
6. Click Save

The widget appears on your dashboard.

Configuring Common Widgets

Device List Widget

Shows multiple devices in a table format:

1. Select Device list widget type
2. Name the widget (e.g., "Floor 1 Devices")
3. Choose device selection method:

• By area: Select an area (e.g., "Building A → Floor 1")
• By filter: Select an existing device filter
• Individual devices: Pick specific devices

1. Choose columns to display:

• Device name
• Current temperature
• Setpoint temperature
• Battery level
• Online/offline status
• Last update time

1. Click Save

Line Chart Widget

Shows temperature or other values over time:

1. Select Line chart widget type
2. Name the widget (e.g., "Living Room Temperature - 24h")
3. Select device(s) to chart
4. Choose data point (Room temperature, Setpoint, etc.)
5. Set time range (Last 24 hours, Last 7 days, Custom)
6. Configure display options:

• Line color
• Show/hide legend
• Y-axis range (auto or fixed)

1. Click Save

Alarm List Widget

Displays active and recent alarms:

1. Select Alarm list widget type
2. Name the widget (e.g., "Active Alarms - All Buildings")
3. Choose alarm scope:

• All devices: Show alarms from entire system
• By area: Show alarms from specific area
• By filter: Show alarms from filtered devices

1. Choose alarm types to display:

• Active alarms only
• Active + recent (last 24 hours)
• All alarms (active + historical)

1. Set severity filter (Critical, Warning, All)
2. Click Save

Map View Widget

Shows device locations on a map:

1. Select Map view widget type
2. Name the widget (e.g., "Building Locations")
3. Select devices to show on map
4. Configure map settings:

• Default zoom level
• Center location
• Show device names on hover
• Color-code by status (online/offline)

1. Click Save

Note: Map widget only shows devices that have location information set in their device details.

Arranging Widgets

After adding widgets, arrange them on your dashboard:

Resize Widgets

1. Hover over widget corner
2. Click and drag the resize handle
3. Release to set new size

Move Widgets

1. Click and hold widget title bar
2. Drag to new position
3. Other widgets shift automatically to make room
4. Release to place

Delete Widgets

1. Click the ⋮ (three dots) on widget
2. Select Delete
3. Confirm deletion

Editing Dashboards

Edit Dashboard Settings

1. Click Dashboard settings (gear icon)
2. Change dashboard name or description
3. Click Save

Edit Widget Configuration

1. Click the ⋮ (three dots) on widget
2. Select Edit
3. Modify widget settings
4. Click Save

Duplicate Widget

To create a similar widget quickly:

1. Click the ⋮ on widget
2. Select Duplicate
3. A copy appears with same settings
4. Edit the duplicate to modify as needed

Managing Multiple Dashboards

Switching Between Dashboards

1. Go to Dashboards
2. Click dashboard name in the list
3. Dashboard opens and displays

Set Default Dashboard

Choose which dashboard opens when you navigate to Dashboards:

1. Go to Dashboards
2. Find the dashboard you want as default
3. Click the star icon to mark as favorite
4. This dashboard opens by default

Delete Dashboard

1. Go to Dashboards
2. Find dashboard to delete
3. Click the trash icon
4. Confirm deletion

⚠️ Warning: Deleted dashboards cannot be recovered. All widget configurations are permanently lost.

Dashboard Examples

Example 1: Daily Operations Dashboard

Purpose: Monitor daily operations at a glance

Widgets:

• Alarm list (active alarms only) - Top of dashboard
• Status summary (online/offline count) - Top right
• Device list for Building A Floor 1 - Middle left
• Device list for Building A Floor 2 - Middle right
• Battery status widget (devices below 30%) - Bottom

Example 2: Temperature Monitoring Dashboard

Purpose: Track temperature trends and comfort

Widgets:

• Line chart: Average temperature (all eTRVs, 24 hours) - Top wide
• Line chart: Floor 1 temperatures (7 days) - Middle left
• Line chart: Floor 2 temperatures (7 days) - Middle right
• Device list: Current temps vs setpoints - Bottom

Example 3: Management Overview Dashboard

Purpose: High-level view for management reporting

Widgets:

• Map view: All buildings with status - Top wide
• Status summary: System-wide online/offline - Top right
• Alarm list: Critical alarms only (last 7 days) - Middle
• Value display: Total devices - Bottom left
• Value display: Average temperature - Bottom center
• Value display: Devices needing attention - Bottom right

Example 4: Troubleshooting Dashboard

Purpose: Quick access to devices needing attention

Widgets:

• Alarm list: All active alarms - Top
• Device list: Offline devices - Middle left
• Device list: Low battery devices - Middle right
• Device list: Devices with temperature issues - Bottom

Dashboard Best Practices

💡 Tips for effective dashboards:

• Purpose-driven: Create separate dashboards for different tasks (monitoring, troubleshooting, reporting)
• Most important first: Place critical widgets (alarms, offline devices) at top of dashboard
• Consistent layout: Use similar arrangements across dashboards for easier navigation
• Right size: Make widgets large enough to read, but fit multiple on screen
• Use filters: Leverage device filters instead of selecting individual devices
• Update regularly: Review and update dashboards as your needs change
• Descriptive names: Use clear widget names so anyone can understand the dashboard

Using Dashboards with Areas

Areas make dashboards more powerful:

Create area-specific dashboards:

1. Create dashboard named "Building A Floor 1"
2. Add widgets that filter by that area
3. All widgets automatically show only devices in that area
4. Repeat for other floors or buildings

Create hierarchical dashboard set:

• Portfolio Overview (all buildings)
• Building A Overview (all floors in Building A)
• Building A Floor 1 Detail (specific floor)

Navigate from high-level to detailed views as needed.

Refreshing Dashboard Data

Dashboards automatically refresh:

• Real-time widgets update every 30-60 seconds
• Historical charts update when time range changes
• Manual refresh: Click browser refresh or reload dashboard

Troubleshooting

Problem: Widget Shows "No Data"

Check that devices are online and syncing data. Verify device selection (might be filtering out all devices). Check time range for historical widgets. Verify devices have location data set (for map widgets). Try editing widget and reselecting devices.

Problem: Widget Not Updating

Refresh browser page. Check device is online and sending data. Verify widget configuration hasn't changed. Check auto-refresh is enabled (if applicable). Try deleting and recreating widget.

Problem: Widgets Misaligned

Resize widgets to fit better. Rearrange widget positions manually. Delete and recreate problematic widget. Try using smaller widgets or fewer widgets.