You can add, edit, delete, and move widgets, or you can download the widget’s data.
Adding a Widget
To add one or more widgets, follow these steps:
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Click Add Widget(s). The Add Widget(s) dialog displays.
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In the dialog, find a widget you would like to add by using one of the following methods:
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With your mouse, scroll to browse for the widget based on the description within the name.
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In the Search Widget field, enter a name or key word to search for the widget you want. Default Widgets include the following:
Average Document Total Customer Status
Average Lines
Top Inactive Customers
Documents/Day
Processing Speed
Documents/Hour
Top Customers by Alert
Document Status
Top Customers by Amount
Customer Implementations
Top Customers by Documents
Top Customers by Lines
Total Alerts
Total Amount
Total Documents
Total Lines
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- Click Add for each widget you want.
- Click Add Widget(s). The widgets you selected display in the dashboard. You can now customize the widgets you added.
Editing a Widget
You can edit any widget to customize it. Follow these steps.
Click the Gear icon in the top, right corner of the widget. The Widget Settings dialog displays.
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Enter or select appropriate information into each field according to the table below:
Field |
Description |
Widget Name |
The Widget settings dialog provides a text box to edit the name which appears in the Dashboard. This is useful when a Dashboard contains multiple widgets of the same type |
Customer (or Vendor) Name |
The Customer Name filter allows for the selection of multiple customers. Once confirmed, the widget will only present data related to the customers selected in this filter. |
Graph Type |
See Example Graphs, directly below this table. |
Graph Width |
There are two options for the graph width: standard and wide. Standard graphs will take up to 50% of the Dashboard width. Wide graphs will take up to 100% of the Dashboard width. The wide option is useful for presenting data across larger time periods. |
Rotate Labels |
There are two options for the Rotate Labels setting: Yes, and No. Selecting Yes will rotate the x-axis to 45 degrees. This prevents any label overlap for graphs which contain many points on the x-axis. Selecting No writes out the x-axis labels horizontally. [rewrite ?] |
Group by |
The group-by option will set which intervals to appear on the X-axis. Widgets can be set to present data by hour in the day, day in the week, day, week, month, quarter, and year. |
Document Type |
There are two document types in the portal, Test and Production. Widgets can be set up to present data for one or all document types. |
Business |
The business filter allows the selection of multiple businesses. When confirmed, the widget will only present data related to the selected businesses. |
Division |
The division filter allows the selection of multiple business divisions. When confirmed, the widget will only present data related to the selected divisions. |
Example Graphs
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Deleting a Widget
To delete an existing widget, follow these steps:
Click the Gear icon on that panel.From the dialog that displays, click Delete Widget.
The Widget is deleted from the panel and the dashboard.
Downloading Data from a Widget
To download the data an existing widget, follow these steps:
Click the Download icon on that widget’s panel. A dialog displays.
Your computer downloads the data in an XLXS file.