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Customize settings on the Performance Board

Reference for every Performance Board setting, General, Fields, Quick Filters, and Reason Codes.

Note: this feature is available to System & App Admin users only.
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To access the performance board settings, click the settings icon on the top right corner of the board.
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To access the performance board settings, click the settings icon on the top right corner of the board


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  • This will pop-up a settings screen with the following sections
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This will pop-up a settings screen with the following sections


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General

This section outlines the general settings of the performance board.
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  • See what dataset is used
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  • Rename the board if needed
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  • Change the default sort order of the board
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  • Define scope on the board to filter the data displayed by default
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Fields

The 'Fields' section lets you
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  • Select which fields you would like to hide or display on the board
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  • Re-order fields on the table using drag & drop or use quick actions to send to top or bottom of the list
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Which fields you would like to hide or display on the board Re-order fields on the table using drag & drop or


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  • Note: The field used to sort the board defaults to 'Displayed'. This field cannot be hidden as long as it is used for sorting.
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Quick Filters

These filters are available as switches on the board which can be turned on or off while using the board
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  • To create a quick filter, click 'New Quick Filter'
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To create a quick filter, click 'New Quick Filter'


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  • Give your filter a name. For example, 'Below Target'
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  • Create you filter by clicking on 'Add Filter'.
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  • Once you are done, click 'Create Filter'
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Give your filter a name. For example, 'Below Target' Create you filter by clicking on 'Add Filter'. Once you


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  • At any point, you can come back here to edit or delete this filter
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    At any point, you can come back here to edit or delete this filter


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Reason Codes

You can optionally define a list of reason codes in this section which can be used to gain insights into potential areas of improvement
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  • To create a new reason code, type in the reason code and click 'Add Code'
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To create a new reason code, type in the reason code and click 'Add Code'


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  • To remove a reason code, click the 'X' next to it
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To remove a reason code, click the 'X' next to it


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What's next

Still using the FleetOps v1/v2 interface? View the legacy version of this article.

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