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On this page
  • Overview
  • Create Dashboard homepage
  • Chart Types
  • Table Configuration
  • Line Chart configuration
  • Gauges Configuration
  • Lines with Status LIghts Configuration
  • Repositioning and Default Layout
  • Access Rights

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  1. Fulfillment Platform

Reporting Dashboard

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Last updated 3 years ago

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Overview

Reporting Dashboard is a standalone module of SSP. It provides an interface to display data in different formats that best suit the data.

Visibility and administration of charts can be defined on role and personal level.

ReportingDashboardCharts

Create Dashboard homepage

To create the main page, provide the title of the dashboard and click on add.

If required sub-pages can be created the same way.

Chart Types

Charts can be created under "categories". Here we define the type of data display and the position of the chart.

List with trends - this is a line chart

When the title, the type of display and position is defined, click save.

Table Configuration

To set up a new table, create the category. A blank category appears.

Click on edit to add data.

Add columns and rows as required. Each column has a Header. Add data below headers in each row. When done, click "save".

Line Chart configuration

Click on the "edit" button. Click on "add row".

Title - this is the title of the first line graph

Raster - if the grid should show

Min value - define the minimum value of the Y axis

Max value - define the maximum value of the Y axis

Line value - define where a line (base value) should be shown. This can be 0 or higher or lower if a base value, say targeted budget needs to be shown.

Description - this text will show below the chart

Values Line 1 and Values Line 2 - an excel file needs to be uploaded with 2 columns like shown below.

Label Line 1 and Label Line 2 - if a label for the values should show, provided it here. This will appear as the legend.

If done, click on save or add another line chart by clicking on "add row". You can add several line charts for the same topic (title of the category).

Gauges Configuration

Click on "Edit" and when in the editing screen, click on the "add row" button. Fill in the title. Score is between 0 and 10. Set it according to requirements. Provide a description to explain the gauge setting.

When done, click on save or add another row to show multiple items.

Lines with Status LIghts Configuration

Click on "edit"

Provide a title in the top field.

1. Provide a label for the first item.

2. Set the status number between 0 and 10, then select whether the trend is improving/increasing, not changing (equal), or decreasing/worsening.

3. Under description, provide an explanation.

4. Click "save" or add another row.

Repositioning and Default Layout

The positioning of the charts is not fixed. They can be moved around. There is an option to set a specific arrangement as default. To do this, expand the "Default postions" and then click on

When the charts are moved around, they can be reset to the default setting by clicking on the "reset positions to default".

It is also possible to print the charts to a pdf file. To do this, click on "export to pdf".

Access Rights

3. Click on "save person".

2. Select the "right".

1. Select user by clicking on "select user"

People can have Read, Write or owner rights.

To provide Read, Write or Admin access for roles, select the appropriate right for each role and then click on save.

The control of visibility and editing rights can be done at two levels. Roles and people.

Once admin rights are granted for any or all dashboards, users having these rights can change access rights from within the Dashboard.

The initial access to the Reporting Dashboard is provided by an SSP administrator under "Edit Roles". There is a section specifically for the Reporting Dashboard, as shown below.

ReportingDashboardHomePageCreate
ReportingDashboardSubPages
RepDashAddCategory
RepDashAddCategory2

Tabular list with status lights -

List with gauges -

Table -

RepDashBlankCat
RepDashTableFill
RepDashLineChart1
RepDashLineChart2
RepDashLineChartExcel
RepDashLineChartLegend
RepDashGaugesConfig
RepDashLights
SetDefaultRepDash
RepDashDefault
RepDashPeople
RepDashRoles
RepDashRightsConfig

For each Main group and each sub-group, the rights can be configured separately. For more information on Roles configuration see

RepDasgAdminRights
Managing Roles
RepDashTrafficLights
RepDashGauges
RepDashTable