Table of Contents

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  1. Preface
  2. Document Processing
  3. Operation Console
  4. Partners and Profiles
  5. On-Boarding Checklists
  6. Managed File Transfer Web Users
  7. Managed File Transfer Connections
  8. Endpoints
  9. Events
  10. Event Monitors
  11. Reconciliations
  12. Event Resubmission
  13. Audit and Authorization
  14. Advanced Exception Handling
  15. Dashboard and Reports
  16. Service Level Agreement Management
  17. Glossary

Dashboard and Reports Overview

Dashboard and Reports Overview

The Dashboard is a collection of panels that display personalized visual reports about information that
B2B Data Exchange
processes. Each report appears in a panel that you view in the
Dashboard
page of the Operation Console.
Use the Dashboard to view summary information about
B2B Data Exchange
events
and document processing
, such as the number of events
for certain partners
or the
error rate for specific event accounts
. You can drill down to each report to view event details or manage daily tasks that require further investigation. You can focus on areas of interest and analyze statistical information about the processed data.
In some panels you
can export the report to a comma-separated-values (CSV) file for further analysis.
Most of the reports in the Dashboard are based on key performance indicators (KPIs) that
B2B Data Exchange
retrieves from the operational data store. The operational data store is a repository that contains aggregated information solely for reporting purposes. Each panel displays a different KPI, and you can apply global filters for all of the panels in all of the tabs.
Data that appears in the charts is filtered by global Dashboard filters, for example, by a time frame or by
a partner
. The data is then filtered by permissions. You can view data pertaining to applications to which you have access. All charts are visible to users with dashboard privileges.
By default, the Dashboard displays the Error Rate panel, the Tasks panel, the Error Events by Partner panel, the Events Distribution panel, and the Average Processing Time panel. In addition to the event panels, use the Tasks panel to view a link to unresolved error events and a link to the operator actions that are pending approval. The unresolved error panels and the Tasks panel retrieve information from the main
B2B Data Exchange
repository. You apply a separate time frame filter for panels that retrieve unresolved error event information.
The Dashboard page contains tabs in which to display the panels. You can personalize the Dashboard with additional tabs and add different panels to each tab as needed. The
B2B Data Exchange
developer can create additional Dashboard panels based on the organization needs. You can view the Dashboard only if the
B2B Data Exchange
administrator installed and configured it. You can only view information for which you have assigned privileges.
If you delete an object with information that the Dashboard displays in a panel and then create an object with the same name, the operational data store event loader fails. For example, you delete a partner and create a partner with the same name. Do not delete objects with information that the Dashboard uses.

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