Dashboards

The Cleo Dashboards web application provides views of trading relationships from the perspective of a business user, including:

• Tracking of document exchanges per trading partner
• Review of service level agreements (SLA) and key performance indicators (KPI)
• Supplementary and customized reports catered for specific business use cases (for example, EDI transactional report)

Prerequisites for the Cleo Dashboards application include:

• The Dashboards resource path enabled within the VersaLex application.
• A separate report server installed and its location configured within the VersaLex application. The same report server instance can be employed for both the Cleo Dashboards and Cleo System Monitor applications.
• Both prerequisites are configured in the VersaLex Local Listener Web Browser Service: Dashboards/Monitor tab. See Configuring Dashboards and System Monitor for web browser service.

Once enabled, general access to Dashboards is granted in the User Group: Application Settings Tab. See User Group Application Settings Tab. Once general access is granted, additional user group configuration is allowed, as described below.

The Privileges sub-tab identifies access and update privileges at the public, custom, and private levels:

• Public: Standard reports/components provided by Cleo deployment
• Custom: Customized reports/components optionally available to other users and user groups
• Private: Customized reports/components only available to that user

User groups will always have read-only access to the public Dashboards area and read-write access to their private Dashboards area. Optionally, a user group can be granted read-only or read-write access to the custom Dashboards reports/components area. With this method, Cleo's standard reports/components are always available, and any customizations to Cleo’s standard reports/components can be either kept private or shared with other users.

The Reports sub-tab identifies which reports are initially shown when the user first opens the Dashboards web application.

The report sequence defaults to the Cleo-provided standard Public reports. 

1. Use the right-click menu options in the table to Move Up or Move Down the sequence of a report in the list or to Remove a report from the list (this only removes the report from this display list; the report itself still exists).
2. Click Add to insert a Public or Custom report to the end of the list.
3. Click Reset Defaults to revert the list back to the standard Cleo-provided Public reports.
4. Click Delete Report File to permanently remove a Custom report from the report server.

The report sequence configured at the user group level can be overridden at the user level. If Override User Group settings is selected for a user, the same Reports sub-tab as above is enabled for the user and operates in a similar fashion:

1. Use the right-click menu options in the table to Move Up or Move Down the sequence of a report in the list or to Remove a report from the list (this only removes the report from this display list; the report itself still exists).
2. Click Add to insert a Public or Custom or Private report to the end of the list.
3. Click Reset Defaults to revert the list back to the standard Cleo-provided Public reports.
4. Click Delete Report File to permanently remove a Private report from the report server.