Dashboard
The Dashboard is the first screen you’ll see after logging in. You can also navigate to it by clicking the Dashboard tab any time. The dashboard provides you with a quick glance of your data to allow you to easily monitor, report, track devices, attestations, and decryptions.
Dashboard Data
- The total number presented in each widget for root partners will include the data of their sub-partners, clients, and sub-partner’s client data.
- The total number presented in each widget for sub-partners will include the data of their sub-partners and clients.
- The total number presented in each widget for clients will reflect their own data.
Dashboard Widgets and User Roles
| Widget | Description | User Role Access |
|---|---|---|
| Past Due Attestations | Displays the total number of attestations that have not been completed and have passed their audit date. | Partner Supervisor Partner Fulfillment Client Admin Client Custodian Client User Client Procurement |
| Upcoming Attestations | Displays the total number of attestations that are due fourteen days before their audit date. | Partner Supervisor Partner Fulfillment Client Admin Client Custodian Client User Client Procurement |
| Decryptions | Displays the total number of transactions decrypted by week, month, and year. | Partner Supervisor Partner Fulfillment Partner User Client Admin |
| Total Users | Displays the total number of users, partners, and clients. Total number of users = partners + clients Total number of partners = partner supervisors + partner fulfillments + partner user Total number of clients = client admin + client user + client custodian + client procurement | Partner Supervisor Partner User Client Admin |
| Shipments | Displays the total number of devices that are in the in-transit state waiting to be received from shipments. | Partner Supervisor Partner Fulfillment Client Admin Client Custodian Client User Client Procurement |
| Device States | Displays the total number of devices overall and the total number of devices in each state. | Partner Supervisor Partner Fulfillment Partner User Client Admin Client Custodian Client User Client Procurement |
Dashboard Reports
Reports can be generated from the dashboard widgets and received through email.
Generating Reports
- Click on the three dots in the top right corner of the widgets.
Once you click on the three dots, a modal will appear automatically populated with the email address listed in your user profile.
Partner Supervisors can send a report to two emails. Each email address listed must be separated by comma without any spacing.
- Click Send.
After you click Send, you will see a confirmation message in the top right corner of the dashboard indicating that the report has been successfully sent to the listed email addresses.
Receiving Reports
- Root partners will receive reports including the data of their sub-partners, clients, and sub-partner’s clients.
- Sub-partners will receive reports including the data of their sub-partners and clients.
- Clients will receive reports containing their own data.
You will receive an email which will be presented to you in the following format.
The report will be attached to the email and in csv format. The date & time for when the report was requested from the widgets will reflect the date & time of the user’s browser.
Types of Reports
| Type of Report | Widget | Report Fields |
|---|---|---|
| Past Due Attestations Report | Past Due Attestations Widget | Serial Number, Alternate key, Past Due Date, Custodian, Device State, Location, Partner, Client |
| Decryptions Totals Report | Decryptions Widget | Date/Time, Amount, Success, Failed, Partner, Client |
| Total Users Report | Total Users Widget | User’s First Name, Last Name, Email, Phone, User Name, Role, Partner, Client |
| Incoming Shipments Report | Shipments Widgets | Partner Client, Serial Number, Device Type, Carrier, Date Shipped |
| Device Activity Report | Device State Widget | Serial Number, Alternate Key, Model, Build, Location, Direct Partner, Client, Status, MID, Address, Country, First Use, Last Use, Custodian Name, Custom Reference |
| Inventory Summary By Type Report | Device State Widget | Partner, Client, Device Type, Total |
| Inventory Summary By Status Report | Device State Widget | Partner, Client, Status, Total |
The Inventory Summary Report will include two separate reports attached in one email. One will be an Inventory Summary By Type Report and the other will be an Inventory Summary By Status Report.
You can configure the Device State Widget to generate both the Device Activity Report and Inventory Summary Reports or just one of the reports by enabling and disabling each report.
Notifications
The Notifications banner displays as needed when alerts from the administrator are published. After reading a notification, you can select it and then click Dismiss to remove it. To hide the banner, click Continue. To review unread notifications, click the red notifications icon in the top right corner to see a list.
From Manage > System Notifications you can also review notifications and Dismiss
them.
Updated over 1 year ago