Dashboard

Reset to Default – This will clear your configured reports and reset your dashboard to our standard default reports (see Default Reports for more information on the defaulted tiles and charts). 

Export Configuration – This will export a text file of your current dashboard view so you can import it into the production environment or share it with your team. Configurations are created and saved on an individual level and are not automatically shared with other users in the company.

Import Configuration - This allows you to import a text file of a saved configuration to import into your dashboard. Imported configurations will create new tiles and charts in addition to your existing dashboard - it will not override your saved view. 

New – This allows you to add a new tile or chart using our preset standard widgets, create a new tile or create a new chart. 

Open Orders – This tile shows the count of orders that are not in a Complete, Failed or Ignored status. Click on this tile to see all these orders in the Orders page.

Orders Shipping Today – This tile shows the count of orders that have a Requested Ship Date of today. Click on this tile to see all these orders in the Orders page.

Orders Completed (Last 24 Hours) – This tile shows the count of orders that have moved to a Complete status within the last 24 hours. Click on this tile to see all these orders in the Orders page.

Failed Orders - This tile shows the count of orders in a Failed (1200) status. Click on this tile to see all failed orders in the Orders page. You can also click into individual orders to see the failure reason and troubleshoot.

Failed Shipments (Suppliers Only) - This tile shows the count of shipments in a Failed (1200) status. Click on this tile to see all failed shipments in the Orders page. You can also click into individual shipments to see the failure reason and troubleshoot.

Other Failed Documents – This tile shows the count of other documents (acknowledgments, shipments, invoices and returns) in a Failed (1200) status. For suppliers, this tile will exclude failed shipments. Click on this tile to see all failed documents in the Orders page. You can also click into individual documents to see the failure reason and troubleshoot.

Cancelled Orders (Last 24 Hours) (Retailers Only) – This tile shows the count of Orders that have moved to a Cancelled status within the last 24 hours. This will not include partially cancelled orders since only fully cancelled orders will move to a Cancelled status. Click on this tile to see all fully cancelled orders in the Orders page.

Gross Merchandise Volume (Last 30 Days) - This chart displays the gross merchandise volume over the last 30 days broken out by trading partner. The different colors represent a different partner. Hover over the chart to see the partner and exact GMV value.

Standard widgets will show users all our defaulted dashboard tiles along with other presets that can be viewed, edited or added to the dashboard. Standard widget defaults vary based on the account type (supplier vs. retailer). If a tile or chart is already configured in your dashboard, it will be grayed out and you will see the message 'This tile is already on your dashboard'.

Tile widgets allow users to build out tiles to add to the dashboard. These are a helpful document count to track things like overdue invoices, open orders, etc. Tip: Set up a Threshold and a Color after threshold to visually keep track of areas that need attention. For example, if you create a 'Failed Orders' tile with a Threshold of 0 and the Color after threshold of red, anytime you have more than 0 failed orders, that tile will appear red in your dashboard. 

Terminology

Title - this is the name that appears on the tile.

Color – this is the color in which the tile will appear, you can color code these to easily distinguish what is being captured.

Filter – this determines what data is being shown on the tile. There are various options, shown below, and users are able to add as many filters as they would like. When applying filters, users can add conditions using the options: greater than, less than, or is not.

Document Type - Available options include Order, Acknowledgement, Shipment, Invoice, and Return.

Status* - this is the status description, typical order statuses include Ready to Acknowledge, Ready to Ship, Ready to Invoice, and Complete.

Status Code* – this is the code associated with the status, typical order status codes are 150 (Ready to Acknowledge), 500 (Ready to Ship), and 600 (Ready to Invoice).

Sender - this is the sender of the document.

Receiver - this is the receiver of the document.

Date – this is the date of the document.

Status Change Date - Date the status was last changed for that document.

System – the System of how the document was received. This includes Portal, Workflow, CustomXML, CSV, External API, EDI, and other system names.

*For more information on document statuses and status codes, please click here. 

Chart widgets allow users to build out charts to add to the dashboard. These are a helpful line, bar or pie charts that help users visually track things like order distribution, order summary, etc. Tip: Set up an interval and filters to drill in on data relevant to your organization.  

Terminology

Title - this is the name that appears on the chart.

Chart Type – this is the way in which the data will appear, users can select from a line graph, bar graph, or pie chart.

Value Field – this determines what you are trying to view on the chart I.e., a count of new documents. All value options are listed below.

• New Count - this is the number of documents that have been received based on the time interval set
• Failure Count – this is the number of documents that have failed based on the time interval set.
• Complete Count – this is the number of documents completed based on the time interval set. That is documents that have been fully shipped and/or invoiced
• Duplicate Count – this is the number of documents that have been marked as duplicates in the time interval set.
• Total Amount - Aggregated Invoice total $ amount provided on all invoices given the interval set.
• Subtotal - Aggregated (Quantity * Price) for all line items provided on your orders given the interval set.
• Total Quantity - Aggregated Quantity for all orders given the interval set

Interval (Days) - this allows users to select the time period for the data they would like to showcase on their chart, I.e. last 30 days.

Filter - this determines what data is being showcased on the tile. There are various options, shown below, and users are able to add multiple filters.

Document Type – this would be the type of document(s) that is being used in the chart. This should always be provided when creating a chart.

Sender - this is the sender of the document. 

Receiver - this is the receiver of the document.