Use Dashboards, Alerts, and Reports

The dashboard

Your dashboard should answer what needs attention now, what is falling behind, and what trend is getting worse. Use it at the start of the day to see exceptions, not to read every record. Watch open work by priority, overdue PMs, facilities with rising issue volume, assets with repeated failures, downtime concentration, and vendor-heavy work patterns.

Alerts

Alerts should lead to action, not become wallpaper. After opening an alert, decide whether it needs a new work order, a work-order update, a PM adjustment, a reading update, or a support escalation. If it only needs awareness, document why. If the team ignores alerts, review whether thresholds are too noisy, tied to real operators, or have clear escalation paths.

Reporting for leadership

Leadership needs trend direction, concentration of risk, aging backlog, operational bottlenecks, major asset exposure, and decision-ready recommendations, not every work-order detail. Before sending a report, check for stale open work, duplicate assets, missing facility filters, and recent imports that changed the baseline. Explain major count changes in plain language.

Do not screenshot dashboard cards without checking the drill-down, present alerts as completed action, or let reports be where a team first discovers bad data.