1

From your desired Trackor page, configure a View and Filter that returns the data (columns and Trackor records) you would like to utilize in your Dashboard visualizations.

In this example, we will select from the Transaction Trackor Page.

2

Once your View and Filter have been configured, click on the ellipsis to display the Dropdown options.

Click on Create Dashboard.

3

A new window appears. Enter a Dashboard Name and Description.

Take note of the system generated SQL which is based on your View and Filter selections.

Press OK to close the window and create the Dashboard.

4

Navigate to the Dashboards page. It is from this page where you will open your new Dashboard and configure your Charts and Graphs.

From the Menu, navigate to Dev Center > Build Applications > Dashboards.

5

Note: From the Dashboards page, if your system already has an existing Dashboard, the last visited will be the landing page.

Click on the carrot to reveal a dropdown and select your newly created Dashboard.

Ex: “Check Out Dashboard”

1

From your Dashboard page, press Edit on the default created Dashlet. From here you can make configuration changes to display details based on the original dataset.

2

Enter a Dashlet name.

3

Set X & Y Axis Field selections. The Graph will update as selections are made.

4

Select the Chart Type and Chart Options such as “Show Values”.

5

Optional: Select a color for the chart values.

6

Press OK to complete.

7

To add an additional Dashlet, press the Add button.

Follow the same steps as depicted above and, in the video, to create additional Dashlets.

8

To create a Table instead of a Chart, follow the same general steps to create a Dashlet. In the 'Options” window, select “Table” instead of the default “Chart” option.

Demonstrated at 1:28min in video above.

9

After your Dashlets have been configured, you can click, hold and drag Dashlet windows to arrange and display in matter that works best.

Demonstrated at 3:00 min in video above.

10

There is an option to set up Drill-Down relations. This allows end users to click and select on a chart and cause other related Dashlets to filter and display details related to the selected item.

Selections for Drill-Downs can be set up from the Options window of each Dashlet.

Demonstrated at 3:28min in video above.

11

Clear Drill-Down filters by pressing Reset Drill-Down located at the top of each Dashlet.

12

Your Dashboard has now been configured.

Next: Create a Menu Item for your new Dashboard page and assign to your Menu.

1

Navigate to Dev Center > Build Applications > Reports. This will take you to the Report Administration page.

2

Since this is a new system, start by adding a Report Group. There must be one to add a Report.

Click the ellipsis in the Command Bar, then Admin Report Group.

3

In the new window, click Add.

Name the Report Group. Click OK.

You will see the Report Group in the list. Click Close to navigate back to the Reports page.

4

Click Report Wizard in the Command Bar. You may need to click the ellipsis menu to find this option. This will open the Report Wizard Applet. Optional: pin the Report Wizard selection to the Command Bar.

5

In the applet, for Action 1, select Create new report and click Next>.

6

Action 2 sets report parameters and options. Enter the information detailed in Report Wizard and click Next>.

7

The screen will advance to Action 3 where you choose columns which will be included in your report and sort by the appropriate column. You may also choose a permanent filter and up to 10 parameters that are adjustable each time the report is run.

8

Start by opening the View and Filter. Here you will see all Global and Local Views and Filters from the Trackor Type that was selected in the previous step as primary.

9

Select a view. This will set the columns that are included in the report output. If you need to, you can make changes directly in this window. For ease of change and reproductivity, it is best to make and save changes to the View on the Trackor Type page.

10

Select a filter. Use this option with caution. A filter applied here will be permanent and apply every time that the report is run.

11

Select Report Parameters. Report Parameters can be adjusted each time you run the report in order to limit the returned output.

• In the sidebar, locate ‘Report Parameters’ with boxes numbered 1-10.' Click the ellipsis next to the first empty box to open the field selector.

• To narrow down the options, select the relevant App (Trackor Type) and Data Tab at the top; you can use the quick search to narrow down the list. Choose the field and click OK to add it as a Report Parameter.

• You will see the field name in both boxes next to the 1 under Report Parameters.

  • Optionally, rename the field in the second box. This will be the visible name when running the report.

• Check 'Required?' if you want users to make at least one selection for this parameter.

• Repeat the process for additional parameters as needed.

12

After everything is ready click the Show Grid button, which will update the Grid on the right. Make sure that the data shown is what you need for your report, then you may go to next step.

13

Click Next> to continue.

14

Action 4 is the system generated SQL code. You can click Format SQL to arrange the code into a more readable arrangement. You do not need to do or change anything here and can just click Finish to create the report.

15

The Wizard window will close and bring you back to the Admin Reports page. Search for the report you just created. You have successfully created a report!