Dashboard problems
What to do when dashboard cards are missing, figures look wrong, or the page does not update.
A card is missing
Problem
A colleague sees a card that you do not, or a card has disappeared.
Likely causes
- The card was hidden while customising the dashboard.
- Your role cannot view that area (for example, no Billing access hides money figures).
- The card belongs to a feature your workshop has not turned on (for example Tire Hotel or Predicted Maintenance).
Check this first
Select Customize and look in Show cards.
How to fix it
- Turn the card back on, or select Reset layout.
- If it is a permission, ask an Owner or Admin to add View for that area to your role.
- If it is a feature, turn it on in Settings.
"My Active Jobs" is empty
Likely causes
You are not linked to a technician, or no jobs are assigned to your technician.
How to fix it
Ask a manager to link your login to your technician on the Work Board (Link to Org Member), and to assign jobs to you. See Technicians.
Numbers do not match what I expect
Likely causes
- Jobs still Pending or In Progress are not counted as completed.
- Voided invoices are excluded from money owed.
- Days are grouped in UTC time, which can move late-evening jobs to the next day in Australia.
How to fix it
Check the statuses of the jobs involved, and compare against the matching report for the same date range.
The dashboard does not update
How to fix it
Refresh the page. If changes made by colleagues still do not appear, sign out and back in.
Still not working?
Send support a screenshot of the dashboard and the record you expected to see.
Still need help?
Email support@wrmspro.com or use the contact form. Signed-in users can also send a request from Settings → Support.