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.

Configure your dashboards

The database first needs to be configured in the Applications > Settings tab. See Applications. Once the database has been successfully configured, the application is enabled by selecting Dashboards under Applications in the tree pane and selecting Application enabled in the Settings tab.

Note: Once the application is enabled, you must restart the Cleo Harmony or Cleo VLTrader service/daemon before you use Cleo 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.

Note: The user group configuration panels below refer to reports and components. The initial, default published reports provided by Cleo are all dashboards (.dsh files) that are comprised of library components (.lc files) that link to web reports (.wls files).

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.