In this webinar, we showcase an example dashboard. To get this dashboard into your local Shop Manager environment, follow these steps:
Download the xml file and save it to your desktop (or any other folder). Note that the file name is "Shop KPI".
Open Shop Manager and click the Dashboard button in the ribbon.
Click the Import button in the general ribbon.
Navigate to the folder containing the "Shop KPI" file. Click on this file and then click the Open button.
The Dashboard window will populate with several widgets.
On each widget, click the small wrench button to open the report (or chart). Click the Execute button, then click Save, and then click the X to close the window.
Shop Manager includes a dashboard feature, which provides an at-a-glance view of various types of data. A dashboard consists of one or more widgets. Each widget is built upon a report, which you can then customize very much like the options available in the reports facility.
You can add, edit, and delete dashboards, and also arrange and configure the widgets on any dashboard. Widgets can display reports and/or charts.
Watch the video segments below to view a walkthrough on each of these reports.
Below is a summary of each of the subtopics that we cover in this webinar.
To build a dashboard, you continue to add widgets that you can feasibly arrange on the screen. Continue reading below to see how to add and configure widgets.
To add a widget, click the Add button in the Widget section of the ribbon. In the Report Select popup window, locate and select the desired report. Click the Select box at bottom to add the report that will support this widget.
In the Widget Report Setup window, you can configure the widget with many of the basic and advanced features that are available for Reports.
Display: Report is the default in the Display drop-down, you can configure the report and/or chart with the buttons in the ribbon much like the options available in the reports facility.
Chart Display: Click the Display drop-down to see if the report supports a chart view, and choose that option if that is what you prefer to see for this widget.
Refresh Interval: Click the Refresh Interval drop-down to set the Refresh Interval. The widget selected will then refresh (update) using the Refresh Interval time frame.
Name & Description: Review and optionally edit the Report/Chart Name & Description.
You can now place a Date Range Controller onto the dashboard that will control all widget that are synchronized with it. To configure your dashboard with this feature, you need to enable it in at least one of the widgets. Open a widget and check the Use dashboard date range box in the widget setting panel. A set of date range drop-downs will appear at the top of the dashboard, along with an i icon that will display tooltip listing all of the widget(s) that the date range controls. This makes it clear to the user which of the widgets are controlled by the date range. When the dashboard is saved, the last used date range will also be saved and the dashboard will use that date range the next time it is launched.
Date range - use the date range filters to restrict the time frame for the listing.
Column Chooser - click this button in the ribbon to display the choose pop-up, then uncheck the boxes of the columns that you want to remove.
Reset columns - Click the Reset Columns button to return the listing to the default columns display.
Summaries - Click the Summary button in the ribbon to open the popup and use the Column and Type drop-downs to add summaries for the columns on which you do want summaries.
Sort - Click the Sort button in the ribbon to open the popup and use the sort options or Sort on any column of data by clicking on it. Click the column again to reverse the sort on that column.
You can also Group By and Filter the Widget. Click the Group By or Filter button in the ribbon to open the popup See the Reports article for more details.
Click the Execute button in the ribbon and review the chart or report listing. When you are happy with the results of your widget, review the Name and Description click the Save button in the ribbon to return to the dashboard and see the new widget there.
To move a widget, click and drag it to the new location. If you want to resize the widget, hover the mouse pointer over the border of the widget and drag it.
To edit a widget, click the small wrench icon on the widget header. Or, click on the widget and then click the Edit button in the Widget section of the ribbon.
Choose a dashboard from the drop-down in the ribbon, then the Edit and Delete buttons in the Dashboard section of the ribbon to manage your dashboards.
From the ribbon, you can also perform a variety of printing and export functions:
Export the dashboard view to a PDF.
Send the dashboard view to an email address.
Print the dashboard view.
You can export or import the dashboard by means of an XML file. Click the Export button to provide the name of the XML file and save it to a location on your disk. Click the Import button to locate and import an existing dashboard XML file.
You can send a dashboard directly to another Shop Manager user. Click the Deploy button in the ribbon, and then choose the name of the user that is to receive the dashboard. The user must have security access to any and all reports that are included in the dashboard being Deployed.