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

Managing the Dashboard

Managing the Dashboard

You use the Dashboard in the Operation Console to view and analyze events that
B2B Data Exchange
generates during a defined time frame. You personalize your view of the Dashboard and add or remove panels and tabs as needed. If you require more screen space to view the Dashboard, you can collapse the Navigator.
You can only view the Dashboard if the
B2B Data Exchange
administrator installed and configured it and if you have dashboard privileges.
  1. In the Navigator, select
    Dashboard
    .
    The
    B2B Data Exchange
    administrator can set the Dashboard to open by default when you log in to the Operation Console.
  2. To add a tab to the Dashboard, perform the following steps:
    1. Click the Add Tab icon, choose the panels that you want to add in the
      Add Panels
      window, and then click
      Done
      .
    2. Click the Settings icon in the tab, choose
      Change Layout
      , choose the number of panel columns in the
      Tab Layout
      dialog box, and then click
      Done
      .
    3. Click the Settings icon in the tab, choose
      Rename Tab
      , and then enter a name for the tab.
  3. To further personalize the appearance of the Dashboard, use one or more of the following options:
    • To add panels to a tab, click the Settings icon in the tab, choose the panels that you want to add in the
      Add Panels
      window, and then click
      Done
      .
      You can add only one instance of each panel to a single tab. All instances of a report display identical data. For example, if you change the local report filter on one tab, all instances of the same report in all tabs filter the data accordingly.
    • To change the layout of a tab, click the Settings icon in the tab, choose
      Change Layout
      , choose the number of panel columns in the
      Tab Layout
      dialog box, and then click
      Done
      .
    • To rename a tab, click the Settings icon in the tab, choose
      Rename Tab
      , and then enter the new name.
    • To remove a tab, click the Settings icon in the tab and then choose
      Remove Tab
      .
    • To rename a panel in the tab, click the Settings icon in the panel, choose
      Rename
      , and then enter the new name. The panel retains its original name in the Dashboard catalog.
    • To remove a panel from the tab, click the Settings icon in the panel and then choose
      Remove
      . The panel remains available in the Dashboard catalog.
    • To restore the default Dashboard and remove any additional panels or tabs that you added, click
      Restore Default Dashboard
      .
  4. In the
    Filter
    pane, define the filters that you want to use and click
    Apply Filters
    .
    The filters apply to all
    panels except for the time frame filter for the unresolved error event panels and the Tasks pane
    .
  5. To change the time frame filter in
    unresolved errors event panels and the Tasks pane
    , click
    Customize...
    below the
    Filter
    pane and define the time frame that you want to view.
  6. Navigate to the panel that you want to view and set the display preferences as needed.
  7. To export data from a specific panel to a CSV file, click
    Export to CSV
    in the specific panel and save the file.

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