Build your Overview dashboard
Overview is your own dashboard, not the school's. Click Customise to move, resize, add, or remove tiles, then Done to save. Nothing is stored until you press Done.
For owners, admins, dispatchers and technicians
Overview is your own dashboard, not the school's. Click "Customise" to move, resize, add or remove tiles, then "Done" to save. Nothing is stored until you press Done.
Overview belongs to you alone#
Open WebReports → Overview. Everyone who can reach Reports gets their own board, and changing yours changes nobody else's. There is no shared school dashboard.
You start on the default layout: eight number cards (Billed, Collected, Outstanding, Flights, Hours flown, Hours booked, Efficiency, Cancellations) and two line charts ("Booked, flown and billed hours" and "Billed and collected"). Nothing is written down until the first time you save your own.
Every figure on the board opens the report behind it, so a number you distrust is one click from the rows that produced it.
Set the date range and the comparison#
Two selects sit in the toolbar above the tiles.
Date range: Last 7 days, Last 30 days, Last 90 days, Month to date, Year to date, Next 30 days, Next 90 days. It defaults to Last 30 days and drives every tile that has not overridden it.
Comparison: "vs previous period", "vs last year", or "No comparison". It decides what the change percentage on each number card is measured against.
| Comparison | What it compares to |
|---|---|
| vs previous period | The same number of days immediately before this window |
| vs last year | The same calendar dates a year ago |
Changing either select counts as an unsaved edit, so remember to press Done.
Move and resize tiles#
Click Customise
The sub-line under the heading changes to say that you can drag to move and pull the corner to resize, and that nothing is saved until you are done.
Drag a tile by its grip handle
The board is a 12 column grid, so tiles snap.
Pull a tile's corner to resize it
Each shape has a minimum size. A line chart cannot be dragged down to a single cell, because at that size it says nothing.
Click Done
Or "Cancel" to throw the changes away.
Add a tile#
Click Customise, then Add tile
"Add tile" only appears in the toolbar once the board is in edit mode, so click "Customise" first.
Pick a report
The picker only lists reports your roles let you run.
Pick a shape and tick the metrics
Number, line, bar or table. See the table below for what each shape needs.
Pick a dimension where the shape needs one
This is what the chart plots along its axis.
Optionally add filters, a title, its own date range and its own comparison
Click Add tile, then Done
The tile lands at the bottom of the board. It is not saved until you press Done.
Pick a shape: number, line, bar, or table#
| Shape | Metrics | Dimension |
|---|---|---|
| Number card | Exactly one | None |
| Bar chart | Exactly one | Required |
| Line chart | Up to three | Required |
| Table | Up to six | Optional |
Only columns the report marks as metrics are offered, so you cannot put a label column such as a tail number on a number card.
Give a tile its own date range#
A tile's range and comparison both default to "inherit", meaning they follow the selects at the top of the page.
Override the range in the Add tile or Edit tile dialog and the tile carries "· pinned" under its title, so a board of mixed windows is readable. This is how "Revenue this week" and "Revenue this month" can sit side by side and both be right. A comparison override carries no marker.
Pin a saved view from a report#
If you have already shaped a report and saved it, you do not have to rebuild it here.
Open the report and click Saved views
Click the pin icon on the view's row
The "Pin to dashboard" dialog opens with a suggested shape and metrics already chosen.
Click Pin tile
The success toast offers "View" to jump straight to the Overview.
The shape is guessed from the view: grouped by day gives a line chart, grouped by anything else gives a bar chart, and ungrouped gives a single number.
Two more things about pinning. A report with no column that can be totalled shows no pin icon at all, because there is nothing for a tile to display. And a saved view's dates are dropped when pinned: the tile follows the dashboard's window instead, unless you pick a range for the tile in the pin dialog.
Anyone can pin any view they can see. The tile is their own copy on their own board.
Edit or remove a tile#
In edit mode, each tile carries a menu. "Edit" reopens the same dialog you built it in; "Remove" deletes it. Neither is saved until you press Done.
Reset to the default layout#
"Reset" in the header puts the board back to the eight default cards and two default charts.
Leaving without saving#
Cancel discards everything since you clicked Customise. Navigating away with unsaved edits prompts you. Neither one can lose a tile you had previously saved with Done.
Limits, phones, and tiles that disappear#
A panel holds up to 40 tiles, and there can be up to 10 panels, though today there is only ever one.
Two consequences worth knowing:
- A technician's default board is nearly empty. All eight default cards and both default charts are built on Revenue, Utilization and Cancellations, and a technician's roles grant only the Fleet category. Add your own tiles from Fleet, Squawks and downtime, and Maintenance due.
- A number card shows no percentage change when the previous period was zero. Going from 0 to 40 is not a meaningful percentage, so the card says nothing rather than printing one. Where a comparison ran but produced no baseline, the card reads "No comparison".
Next#
The card under the tiles, and why its counts ignore your date range.
The thing you pin.
Still stuck on this?
Email support@aerscheduler.com and tell us what you were trying to do. We answer.