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Configure Platform Services and Reporting
Set mobile preferences, communication and AI options, and build dashboards and reports.
Build Dashboards and Reports
Create dashboards, configure widgets, build reports, and manage archived reporting items.
Manage Archived Dashboards, Reports, and Widgets
Find archived dashboards, reports, and widgets, then restore or delete the items you select.

Title and Copyright
Review the guide's release details, copyright notices, and terms of use.
Preface
Identify the intended readers, document conventions, related products, and documentation contacts.
Get Started with iMaintenance Configuration
Understand the configuration scope, sign in, and find the modules and settings available to you.
Set Up Access and Administration
Set up tenant access, authentication, users, roles, and groups before configuring maintenance work.
Configure Data and Integrations
Maintain shared data, connect the ERP, and set the product-wide configuration used across iMaintenance.
Configure Maintenance Work
Set the controls for Work Orders, assignments, Issues, equipment, functional locations, and measuring points.
Configure Forms and Field Templates
Design data-capture forms, define field templates and risk matrices, and publish interface translations.
Configure Platform Services and Reporting
Set mobile preferences, communication and AI options, and build dashboards and reports.
- Customize Platform Settings
  Set mobile storage controls, synchronization preferences, and appearance options for iMaintenance.
- Configure Chat and Notifications
  Manage chat and mention alerts for Issues and Work Orders, enable sync-failure alerts, and review how email notifications work.
- Configure AI Features
  The AI configuration controls which AI features are available at tenant and plant level: AI Assist, AI-assisted Issue and Work Order creation, and the location settings for AI Detect and AI Plan.
- Build Dashboards and Reports
  Create dashboards, configure widgets, build reports, and manage archived reporting items.
  - View the Asset360 Dashboard
    Review maintenance costs, equipment downtime, Work Order and Issue status, and performance metrics for your assigned plants.
  - Create Dashboards
    Create a dashboard with a product, category, title, and description, then add the widgets you need.
  - Add and Configure Widgets
    Add a pre-built or custom widget and choose its data, filters, and display options.
  - Create Custom Reports
    Create a report from maintenance records, choose its columns and grouping, and filter or download the results.
  - Manage Archived Dashboards, Reports, and Widgets
    Find archived dashboards, reports, and widgets, then restore or delete the items you select.
  - Configure the Asset360 No Priority Entry
    This setting controls whether the Asset360 priority filters and legend show a No Priority entry.

Manage Archived Dashboards, Reports, and Widgets

Find archived dashboards, reports, and widgets, then restore or delete the items you select.

Archiving dashboards, widgets, and reports clears them from your workspace without losing their data.

To manage archived items:

Navigate to Dashboard > Archive.
Use the tabs to view:
- Dashboards (includes name, description, widget count, archived date/by).
- Reports (includes module, description, modified by/on).
- Widgets (includes source, dashboard, archived by/on).
Use the search bar and column sorting to locate items.
Use the Actions menu to restore or delete items.