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P4W dashboards contain the visual portion of the reporting widgets. This provides a quick and easy access to the warehouse key performance indicators (KPIs). Administrative users can add and configure dashboards in accordance with business needs.
To create or access existing dashboards, navigate to Setup > Reporting > Dashboards.
To create new dashboard, click 'New' button in the top right corner of the page.
In the 'New dashboard' pop-up window enter name and description. Click 'Submit' to continue.
Notice: 'Name' is a mandatory field for filling.
To configure new dash board click name link to open dashboard details page as sown below.
To add widgets to the current dashboard click 'Add widget' button in the top right corner of the page.
From the pop-up 'Widgets' widow, select every report you wish to see on the current dashboard. Make your selection by clicking 'Choose' button next to the desired position.
Dashboards are fully customizable and can contain one or multiple widgets at the same time. Users can rearrange widgets by using mouse left click and drag. To resize the widget visual, use direction arrows as shown below.
Notice: Click 'Save' to implement dashboard settings. Changes do no save automatically.
Widget visual representation might have controls depending on how it is setup.
Use direction buttons to switch between views.
Widget refresh and delete buttons.
Some widgets might have variable values, like warehouse number, top # to display, etc. Use the cogwheel button to manipulate widget visual output.
Widgets have two tabs in the 'Presentation Options' window: 'General' and 'Filters'.
General tab is the same for every widget. Here users can add or edit name and description as well as add automatic refresh interval for the data output.
Presentation filters will vary depending on the widget settings (i.e. top #, product category, warehouse number, etc.).
Notice: click 'Submit' to apply changes.