Additional Features
Reports
Customizing Management Panel (Smart Decision)
4min
The Smart Decision is the management panel on the system's main screen. In this panel, it is possible to add dashboards from a template or select them manually.
In this area, it is also available resources to create shortcuts (links), view reports, and dashboards.
In the default management panel, only the resources of type Quick Access (links) are available.
To create shortcuts (links), it is not necessary any special permission;
However, the elements of the type widget and Smart Reports need permissions defined by the tool manager.
- To view the templates available, click on the "Show/Hide Menu" icon;
- To add a dashboard to a template, click on the "Add New Dashboard" icon (left side of the screen), complete the fields available, select a template and click on "Save";
- To edit the dashboard, click on the "Edit Dashboard" icon;
- To delete a dashboard, click on the "Remove Dashboard" icon.
- To add elements with links, smart reports or widgets, click on the "Enable Edit Mode" icon and then on the "Add New Widget" icon:
- Quick Access:
- Click on Links:
- Click on the "Edit widget configuration" icon in the Links box;
- Complete the fields available and click on "Add" to set the Type, if it is "Internal", select the system Menu (e.g.: Processes > Portfolio and Catalog Management > Smart Portal). And if it is "External", define the Title/Key and add the URL;
- Click on "Apply".
- Smart Report:
- choose the type of report that will be in the management panel.
- Widgets:
- choose the type of widget that will be in the management panel.
- To set the display mode of the elements in the dashboard, click on "Layout" and choose an option;
- To save the changes in the management panel with widgets, click on the "Save changes" icon;
- To undo the changes, click on the "Undo changes" icon.
