Dashboard Designer

This feature enables to design dashboards for viewing and printing. To open Dashboard Designer select Reports -> Dashboard Designer

Dashboards created using this feature will appear in the list under Reports -> Dashboards.

After creating the dashboard it will appear in the Dashboards list after restarting the Management Console only.

Each dashboard required Read permission to view, Full permission to view and print/export.

To view the dashboard created, choose Reports > Dashboard Designer

Search Screen

Field	Description/Activity
Search Criteria
Code	Enter the code of the label to be searched.
Description	Enter the description of the dashboard(s) to be searched.
Search Results
Code	Displays the code of the dashboard(s) searched.
Description	Displays the description of the dashboard(s) searched.

Setup Screen

Field	Description/Activity
Code	Enter the code of the dashboard. A unique code of maximum 30 alphanumeric characters can be entered.
Description	Enter the description of the dashboard. A description of maximum 100 alphanumeric characters can be entered.
Enabled	Whether this dashboard is enabled. (Only enabled dashboards will appear under Reports -> Dashboards)
[Design Dashboard]	Opens the Dashboard Designer Window for designing the dashboard.
[OK]	The button updates changes to the database and closes the screen.
[Cancel]	The button does not save any changes and closes the screen.

Dashboard Designer Screen

Dashboard designer contains Ribbon menu, Data Source List, Field List, Dashboard for placing chart items.

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Field	Description/Activity
Home tab (Ribbon menu)
Undo	Cancels last activity like placing/deleting a Item on dashboard, moving.
Redo	Reverses the activities that were canceled using Undo.
Pivot, Grid, etc.	Adds selected dashboard item to dashboard. To move a chart item on dashboard drag it to place in required position.
Duplicate	Makes a copy of selected chart item and adds it to dashboard.
Delete	Removes selected chart item from dashboard.
Title	Shows dialog box to changes dashboard title text and other properties.
Currency	Shows dialog box to change currency currency, Currency culture
Data Source tab (Ribbon menu)
Add Calculated Field	Adds new calculated filed into current selected data source. Calculated fields can be used as a field.
Parameters	Edit the current dashboard parameters. Parameters can be used to specify values for filtering the data during viewing the dashboard.
Filter	Edit the current data source filter. Using this data can be filtered based on a value, field, parameter. This filter applicable to selected dashboard item only. To apply filter for all dashboard items use filter on Data Source tab.
Clear	Clears the current data source filter.
Data tab (Ribbon menu)
Edit Filter	Specify criteria for data displayed in selected dashboard item, based on a value, field, parameter This filter applicable to selected dashboard item only. To apply filter for all dashboard items use filter on Data Source tab.
Clear	Clears criteria for data displayed in selected dashboard item.
Single Master Filter	Enable Single Master Filter. When an element with the dashboard item selected, other dashboard items show only data corresponding to the selected element. (Either Single or Multiple Master Filter selected at a time)
Multiple Master Filter	Enable Multiple Master Filter. When multiple elements with the dashboard item selected, other dashboard items show only data corresponding to the selected elements. (Either Single or Multiple Master Filter selected at a time)
Drill Down	Enable Drill Down. Click an element within the dashboard item to display detailed data related to this element.
Cross-Data-Source Filtering	Make dashboard items that display data from other data sources affected by this Master Filter. In this instance, filtering is performed if the names of data items match.
Ignore Master Filters	Make this dashboard item unaffected by other Master Filters.
Arguments	Arguments are used to perform Master Filtering and drill-down.
Series	Series are used to perform Master Filtering and drill-down.
Design tab (Ribbon menu)
Commands in this tab are specific to selected dashboard item, used to format the appearance of the dashboard item.
Buttons
[Full Screen]	Hides the menu from left side to increase display area for the designer, Button text changes to Restore.
[Restore]	Shows the menu from left side, Button text changes to Full Screen.
[Reload Data]	This button loads complete data for the selected and used data source(s). Initially sample data only will be loaded for designing the dashboard to avoid waiting time for loading complete data.
[OK]	The button updates changes to the database and closes the screen.
[Cancel]	The button does not save any changes and closes the screen.

Customer Dashboard

The Customer Sales dashboard shows various information related to customer sales.

To open the Customer dashboard screen, browse through Operations > Business Partner > Customer and click the icon.

The Customer dashboard screen contains following sections:

•Total Sales: This section displays sales refund and transaction count values.

oSales Refund: This widget displays all sales data from the beginning with Transaction count.

oTransaction count: This widget includes number of transactions for Sale, Refund, Order, and Layaway. Transaction count does not include Void, and Suspend Transaction values.

•Total Sales YTD: This section displays sale refund and transaction count values.

oSales Refund: This widget will display all sales data from the year to date with transaction count.

oTransaction Count: This widget includes number of transactions for Sale, Refund, Order, and Layaway. Transaction count does not include Void, and Suspend Transaction values.

•Sales By Product Group: This widget displays sales by product group in pie graph.

•Last 10 Transactions: This widget displays last 10 transactions in grid view, which include Date, Store, Transaction No, Product Code, Description and Line Total.

•Last Visited Store: This widget displays the Last Transaction Store Name.

•Customer Balance: This Widget displays customer balances including Balance, Order Balance, Layaway balance, GC Balance, and Store Credit Balance. The GC Balance and Store Credit Balance are shown separately which include sum total of GC balance and sum total of store credit balance.

•Sale and Refund Last 12 Months: This widget displays the sale and refund data month view with two-line graph. This widget displays the data only for the month in which sales /refunds are transacted.

•Average Sale Amount: This widget displays an average sales amount that is Total Sale Amount excluding refund/Number of sale Transaction excluding refund.

•Loyalty Details: This widget displays customer loyalty slab and loyalty points details. The Registration method customer code and loyalty card attached to customer code are only required.

•Online Vs Store Last 12 Months: This widget displays online and retail store data with two-line graph in monthly manner. This widget displays data only for the month in which online sales /retail store actually happens.

•Online Vs Store Sale: This widget displays the eCommerce store sales versus Retail Store sales in pie chart.

Refer the following screen showing Customer dashboard:

Customer

Note:

-Click the Close button to return to the Customer screen.

-The Customer dashboard screen can be opened only from the Customer screen by clicking the icon.

Product Dashboard

The Product dashboard shows various information related to product sales.

To open the Product dashboard screen, browse through Operations > Business Partner > Product and click the icon.

The Product Inventory screen contains following sections:

•Total Sales:

oSales: This widget will display all sales data from the beginning with quantity sold.

oQuantity: This widget displays net quantity sold which does not include the Void, and Suspend Transaction.

•Total Sales - YTD:

oSales: This widget will display all sales data from the year to date with quantity sold.

oQuantity: This widget displays net quantity sold which does not include the Void, and Suspend Transaction.

•Stock Cover (Weeks): This widget displays stock availability for the number of weeks. For example, if it shows 1579 then it means that the stock available in the store will last up to 1579 weeks.

•Sale and Refund Last 12 Months: This widget displays the sale and refund data in monthly manner with two-line graph. This widget only displays the data of month in which sales /refund are transacted.

•Online Vs Store Last 12 Months: This widget displays the online and retail store data monthly manner with two-line graph. This widget only displays the data of month in which online sales /retail store sale are transacted.

•Online Vs Store Sale: This widget displays the e-Commerce store sale versus retail store sale in pie chart.

•Available Stock and Value: This widget displays the store wise total product stock and total product value.

•Ordered & Fulfillment Qty.: This widget displays the ordered quantity, which includes open purchase order quantity and fulfillment quantity.

•Product Category and Contribution: This widget displays the product category and contribution where the product Category shows a group name under ABC Group using ABC Analysis and Contribution shows product contribution percentage using ABC Analysis.

•Profit Margin and Percentage: This widget displays the product profit margin value and percentage.

Refer the following screen showing Product dashboard:

Product

Note:

-Click the Close button to return to the Product screen.

-The Product dashboard screen can be opened only from the Product screen by clicking the icon.