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Build Dashboards and Reports
Create Dashboards
You can create custom dashboards tailored to operational needs, giving different user personas visibility into the most relevant data.

Title and Copyright
Copyright and Terms of Use page for iMaintenance Configuration.
Preface
Understand audience, know related documents and products and conventions followed in this document.
Introduction
The iMaintenance Configuration Guide is your blueprint for shaping how iMaintenance works in your organization.
Log in to Application
Navigate to the iMaintenance Configuration
Customer Tenant Onboarding with Azure IDP
This chapter provides step-by-step instructions to configure a customer’s Azure Active Directory (Azure AD) for federated Single Sign-On (SSO) with Innovapptive mobile applications. It applies to IT administrators and implementation engineers performing customer onboarding.
Authentication Identity Configuration
This chapter explains how Innovapptive’s mobile applications (such as mWorkOrder, mRounds, and mTag) handle user authentication in a multi-tenant deployment environment. The authentication framework is based on federated Single Sign-On (SSO) and secure token-based session management.
Manage Users & Roles
Maintain Master Data
Configure iMaintenance Core Settings
The Core Settings in iMaintenance define how the product behaves across your entire organization. These settings control fundamental aspects of daily use, such as session timeouts, chat availability, measuring points, auto-timers, AI enablement, issue creation, root cause analysis, attachments, and more.
Integrate External Systems
Manage Maintenance Operations
Review Observations
The Observations module allows supervisors to view and manage issues reported through the iMaintenance mobile app. These issues are typically tied to specific assets and locations within a plant.
Design and Manage Forms
Forms are essential for capturing structured field data in the iMaintenance mobile application. This chapter covers everything from manually creating and publishing forms to leveraging AI for auto-generation to managing archived forms.
Set Up Configurations with RACE
Configure Risk Evaluation with the Risk Matrix
Customize Platform Settings
Set Up Notifications
Build Dashboards and Reports
- View the Asset360 Dashboard
- Create Dashboards
  You can create custom dashboards tailored to operational needs, giving different user personas visibility into the most relevant data.
- Add and Configure Widgets
  Widgets visually represent operational data on your dashboard using charts, tables, or KPIs.
- Create Custom Reports
  Reports allow you to generate detailed insights using business objects such as Work Orders, Components, Operations, and Issues.
- Archive and Share Dashboards
  Archived dashboards, widgets, and reports help you de-clutter your workspace without losing valuable data.

Create Dashboards

You can create custom dashboards tailored to operational needs, giving different user personas visibility into the most relevant data.

To create a dashboard:

Navigate to Dashboard > My Dashboard.
Click the Add (+) icon next to All Dashboards on the left panel.
In the Add New Dashboard window:
- Enter a title.
- Select a product (e.g., iMaintenance).
- Choose a category (e.g., Jobs at Risk, My Jobs).
- Add a description.
Click Done to create the dashboard.
You can now begin adding widgets to the dashboard.
Tip: Fields marked with an asterisk (*) are mandatory and must be filled out to create a dashboard.