Revision as of 13:53, 1 January 2016

1 Overview

Dashboards are preselected groupings of reports that are designed to make tasks around specific areas easier.

This section also contains other useful general reporting functionality.

2 Instant - Dashboards

• Dashboard - All Forms
• Dashboard - Record Status
• Dashboard - Filtered Record Status
• Dashboard - System Information
• Integrated Warehousing - Manual Lock Release
• Control Bar Button - Cross Linked
• Control Bar Button - Work List

2.1 Dashboard - All Forms

• Choose the Form
• All dashboard of the most common reports will be presented to you

1. Black buttons - Dashboard Information
2. Green buttons - Data reports
3. Blue buttons - Statistics reports
4. Yellow buttons - Scoring reports
5. Red buttons - Visualisations
6. Purple buttons - Reminders and Case Management Reports
7. Orange buttons - Export Reports

For the different types of Dashboard:

Please note the dashboard changes automatically with type of form.

2.2 Dashboard - Record Status

• Choose the form

• The current status of the campaign records will be displayed on screen for that campaign showing:

1. The campaign name
2. The current working outcome
3. The current working attempt
4. The earliest activity in this campaign
5. The most recent activity in this campaign

• Two tables will be displayed on the screen showing the Active outcomes and the Finished Outcomes

2.3 Dashboard - Filtered Record Status

This report operates exactly the same as the Record Status report, but allows filtering for specific records using the Custom Group creation engine.

This report is ideal for exploring possible subset groups for further follow up campaigns.

2.4 Dashboard - System Information

This report provides key statistics on the form being interrogated.

• Choose the campaign
• A report will be generated and displayed on the screen showing:

1. Data Records
2. Contact Records
3. Outcomes

bxp software uses Oracle's MySQL database server.

• Data Records = CDAs
• Max Record Id = The largest Id in the data. The Max Record Id can be much larger than the data rows. E.g Load 200 records. Delete 150. Data rows = 50 Max Record Id = 200.
• Contact Records = CCLs
• Outcomes = COUs

2.5 Integrated Warehousing - Manual Lock Release

NOTE - IW = Integrated Warehousing.

For more information on IW please review Data_Profiling_Overview#Volume_of_Data_and_Integrated_Warehousing

Manual IW Lock Release is used to release the lock on a report if a report failed to generate in the middle of the report being generated.

Integrated Warehousing is only associated with Grouped Reports in Data Profiling. For example, if a report is generated at a certain time by a certain user, and the same report is generated at the same time by another user, this can cause the report to lock. Using Manual IW Lock Release, you will have to release the lock on this report and generate it again.

2.6 Control Bar Button - Cross Linked

One you have set up a Cross Linked report, this is where can easily add it to your Control Bar links. For more information on Cross Linked reports CrossLinked_Reports

• Choose the campaign
• Choose the custom group that is configured to be a cross linked report
• Enter in the name for your control bar button
• Choose the colour of the button
• Choose the size of the buttons text

2.7 Control Bar Button - Work List

One you have set up a Worklist, this is where can easily add it to your Control Bar links. For more information on Worklist reports Bxp_-_Worklists

• Choose the campaign
• Choose the custom group that is configured to be a work list report
• Enter in the name for your control bar button
• Choose the colour of the button
• Choose the size of the buttons text