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 or charts about information that
B2B Data Exchange
processes. Each report or chart appears in a panel that you view in the
Dashboard
page of the Operation Console.
B2B Data Exchange
provides the following two dashboard types:
  • Dashboard. Default dashboard that collects data from the metadata repository.
  • Dashboard (Deprecated). The dashboard that collects data from the operational data store.
The default dashboard continue to collect data from the operational data store for some reports.
Use the dashboard to view summary information about 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 chart to a comma-separated-values (CSV) file for further analysis.
Data that appears in the
report
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.
The dashboard page display the panels in the Events tab and the Service Level Agreement (SLA) tab. By default, the Events tab in 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. By default, the SLA tab in the
Dashboard
displays the Violations By SLA Rules panel and the Violoations By KPI panel.
In the
default
Dashboard
, use the Tasks panel to view the link to the operator actions that are pending approval. The Tasks panel retrieve information from the main
B2B Data Exchange
repository. The Tasks panel in the
Dashboard (Deprecated)
also displays a link to unresolved error events. You apply a separate time frame filter for panels that retrieve unresolved error event information.
Most of the reports in the
Dashboard (Deprecated)
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.
You can personalize the
Dashboard
with additional tabs and add different panels to each tab as needed. You can organize the display of the panels and add tabs to display selected reports. You can view the Dashboard only if the
B2B Data Exchange
administrator has 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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