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:
Configure your dashboards
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:
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.
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: