Tips to troubleshoot dashboard settings

Filters not being applied correctly


  • Users cannot see expected results or the dashboard displays unexpected data.


Check the applied filters:

  • Make sure the filter criteria are selected and applied correctly.

Reset the filters:

  • Provide users with the ability to reset filters to return to a consistent view of data.

User guidance:

  • Provide clear instructions on how to apply and reset filters to help users self-help.

Data loading delays


  • The dashboard loads slowly or users experience delays in retrieving data.


Check the network connection:

  • Make sure the network connection is stable and fast to minimize delays in retrieving data.

Optimize data query:

  • Review data query and optimize it to improve efficiency, e.g. by caching or reducing the amount of data retrieved.

Scaling infrastructure:

  • Scale the dashboard infrastructure to ensure sufficient performance and resources for a growing number of users.

Layout issues and display errors


  • Widgets are not displayed correctly or the dashboard layout is distorted.


Check widget layout:

  • Make sure widgets are arranged and sized correctly to ensure a consistent and appealing layout.

Browser compatibility:

  • Check the dashboard's compatibility with different web browsers and make sure all features work properly in each browser.

Update dashboard:

  • Implement regular updates and bug fixes to fix known layout issues and improve user experience.

Authentication and permission issues


  • Users cannot access the dashboard or certain features are unavailable.


Check access permissions:

  • Make sure users have the necessary permissions to access the dashboard and perform the desired functions.

Check authentication:

  • Make sure authentication is configured correctly and users can properly log in to access the dashboard.

Interpret error messages:

  • Provide clear error messages to help users understand and resolve authentication and permission issues.

Unforeseen problems and error messages


  • Users see unexpected error messages or experience unexplained problems navigating the dashboard.


Logging and troubleshooting:

  • Implement detailed logging capabilities to identify and diagnose problems and provide troubleshooting mechanisms.

User support:

  • Establish a support channel where users can report errors and get help troubleshooting.

Regular review and maintenance: Perform regular reviews of the dashboard to identify and resolve potential issues early, and continuously update the dashboard to improve stability and performance. Incorporating these troubleshooting tips into DocBits dashboard settings will help improve the user experience and quickly identify and resolve issues, resulting in smooth and efficient dashboard usage.

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