Legacy (v1/v2)
Documentation for the legacy FleetOps v1/v2 interface. Most customers should use the main collections — these articles are kept for the small number of teams still on the older platform.
118 articles
- [Legacy] Remove users from the platform
- [Legacy] How to find information on who last updated content?
- [Legacy] Change the dashboard title
- [Legacy] Integrate your TMW TruckMate TMS
- [Legacy] Logging in with SSO
- [Legacy] Add Manual KPIs to a KPI List
- [Legacy] Creating an Executive Meeting Workspace
- [Legacy] Pre-requisite for Database Connection
- [Legacy] How secure are FleetOps connections to my databases?
- [Legacy] Customize Settings on the Performance Board
- [Legacy] Manage Users after SSO
- [Legacy] Set up Single Sign-On SSO using Microsoft
- [Legacy] Configure the Slideout on Performance Boards
- [Legacy] Create a Gauge chart
- [Legacy] Create a Stacked Bar chart
- [Legacy] Create a Combo chart
- [Legacy] Create a Tree Map gadget
- [Legacy] Create a Simple Grid
- [Legacy] Create a Horizontal Bar chart
- [Legacy] Create a Bar chart
- [Legacy] Updating card payment details
- [Legacy] Create a Pie chart
- [Legacy] Create a Time Series chart
- [Legacy] Create a Smart Card
- [Legacy] Edit & Delete Targets
- [Legacy] Create a New Target
- [Legacy] Get Started with Targets
- [Legacy] Using the Customer Awards Tracker
- [Legacy] Uploading Customer Lane Awards
- [Legacy] Using Tasks within Workspaces
- [Legacy] Creating Workspaces
- [Legacy] Setting Multiple Metrics as Core
- [Legacy] Creating Single-Use Metrics
- [Legacy] Copy a Dashboard
- [Legacy] Get Started with Data Manager
- [Legacy] Add Metrics to the Core List
- [Legacy] Find who created or last updated a metric
- [Legacy] Create a new metric
- [Legacy] Edit Filters on Reports
- [Legacy] Edit an Existing KPI List
- [Legacy] Add KPI Lists to a Dashboard
- [Legacy] Copy a KPI List
- [Legacy] Delete a KPI List
- [Legacy] Which environments support Wallboards
- [Legacy] Use Tasks on a KPI List
- [Legacy] Add Notes to a KPI List
- [Legacy] Edit KPIs on a KPI List
- [Legacy] Create a New KPI List
- [Legacy] Get Started with KPI Lists
- [Legacy] Add comparisons to your metrics
- [Legacy] Editing the Reporting Week
- [Legacy] Exclude records from a gadget
- [Legacy] What is the week that we report on in FleetOps?
- [Legacy] Update Fleet Manager Templates with Reminders Gadget
- [Legacy] Create Birthdays and Anniversaries Reminders Gadget
- [Legacy] Viewing Raw Data from Data Manager
- [Legacy] Adding a Metric
- [Legacy] Integrate McLeod LoadMaster or TMW Suite TMS
- [Legacy] Find your templates
- [Legacy] Set a drill down on a dashboard gadget
- [Legacy] Understand settings on the gadget builder
- [Legacy] Build gadgets for the gallery
- [Legacy] Create a new report
- [Legacy] Create new gadgets on a dashboard
- [Legacy] Edit Filters on Dashboard Gadgets
- [Legacy] Copy Gadgets from Dashboards & Reports
- [Legacy] Add a gadget from the gallery
- [Legacy] Create a new dashboard
- [Legacy] Edit Matrix Gadgets
- [Legacy] Understand the difference between Scope and Run time Filters
- [Legacy] Change default settings on datasets
- [Legacy] Understand your Metrics using Metric Definitions
- [Legacy] Change your password
- [Legacy] Resend and delete sign-up invites
- [Legacy] Edit Standard dashboards
- [Legacy] Use the quick select options for date selection
- [Legacy] Create new wallboards
- [Legacy] Customer Awards Tracker Overview
- [Legacy] Your TMS is connected to FleetOps but the data on the platform doesn't match your in-house reports
- [Legacy] Create Dashboards from Templates
- [Legacy] Edit dashboards created from templates/Edit templates
- [Legacy] Sort your data like you would in an excel spreadsheet
- [Legacy] Display wallboards in your office
- [Legacy] Edit announcement boards on your wallboard
- [Legacy] Forgot Password
- [Legacy] Asset Utilization - how we calculate it
- [Legacy] Sign up to FleetOps
- [Legacy] Invite new users to FleetOps
- [Legacy] Access billing details
- [Legacy] Reports vs. Dashboards
- [Legacy] Export a Grid
- [Legacy] Drill down on Dashboards
- [Legacy] Share Reports via Email
- [Legacy] Filtering Reports
- [Legacy] Sharing Content in FleetOps
- [Legacy] Customizing your Fleet Manager Engagement Portal
- [Legacy] Exclude Dates from Pace Analysis
- [Legacy] Granting Access to Resource Detail Screens
- [Legacy] Adding Notes to a Resource
- [Legacy] Edit the Resource Details Screens
- [Legacy] Accessing Resource Detail Screens
- [Legacy] Get Started with Resource Details Screens
- [Legacy] Adding Goals to Wallboards
- [Legacy] Get Started with Performance Boards
- [Legacy] Fleet Manager Performance App
- [Legacy] What are Workspaces?
- [Legacy] Manage Access to Reports and Dashboards
- [Legacy] Change date filters
- [Legacy] Roles and Permissions in FleetOps
- [Legacy] Assign dashboards to users
- [Legacy] Switching Users to Portal Interface
- [Legacy] Roles and Permissions in Portals
- [Legacy] Managing Content in Portals
- [Legacy] Managing additional database connections
- [Legacy] Rename Fields on Performance Boards
- [Legacy] Integrate your McLeod LoadMaster / TMW Suite TMS with the FleetOps platform
- [Legacy] Integrate your TMW TruckMate TMS with the FleetOps platform
- [Legacy] Pre-requisite to connecting to databases