Cleo Dashboards provide robust static and interactive reporting and data analysis capabilities. These capabilities
can form part of an integrated end-to-end business integration suite with other applications, using common metadata
and providing security services and automatic report scheduling.
The following topics describe how to start working with reports in the Dashboard. This assumes that all initial installation
and configuration steps as described in the Getting Started with the Cleo Dashboards guide have been followed. Please contact Support if you require assistance.
Working with the Dashboard Menu, Administrator & User views
The Dashboard Menu page serves as the main access point to all Dashboard features and report functionality. Administrator
and User views support different administrative and non-administrative control over reports, data sources, and even other
users. Since access and functionality are determined by security privileges established during sign on, certain views
will be available for some, but not all users.
Users and Roles (and their visible reports)
The Dashboards and reports that are actually visible to a user depend on the role that the user is currently logged in as.
Standard Reports & Dashboards
The Cleo standard suite of reports and dashboards give users the ability to monitor key system indicators and track EDI
transactions by document/transaction status, message type or endpoint/trading partner. It also provides the option to view
Harmony-only transfers and SLAs. This also includes the transfers and SLAs for each host. Please see below for a complete
description.
Working in Reports
Reading and using Dashboard reports is easy and intuitive thanks to several navigational tools available. Regardless of
report, all are provided in the same general layout. Reports in the Dashboard consist of rows, columns, headers, buttons,
icons and links. By learning the layout, you can create, understand, and use all your reports quickly.
Scheduling Reports
Scheduling is a feature in the Dashboard that allows admin users to automatically (and repeatably) define, run, and
deliver reports to multiple recipients. Access to the feature is through the Administrator view's Messaging and Scheduled Tasks option on the Dashboard menu.
Managing Data Sources
Data sources define the connection point that the Dashboards requires before it can access any Cleo application
data and produce reports. Data sources can be viewed, copied, edited, etc, depending on your specific login credentials.
Managing Dashboard security, in simple terms, is the ability to determine who can see what report, how they see it,
and what they can do with it. This is the primary function of the Security option in the Dashboard's Administrator view.
Security Interface
The Security interface for Dashboard provides several interactive options to create, edit, view, and delete security settings
and information for the Dashboard resources - including user profiles, roles, data sources, reports, and menu display
details. Each option below presents its own screen with different functions.
Customization example: Create Custom Dashboard Experience with Access to the Doc History Report
The following example demonstrates how the Dashboard's Security interface can be used to create a custom experience for
your users. In this example, a Dashboard view will be created and assigned to a specific user; this user will then be given
permission to view only one report - Document History.
Cross reference tool: Application and Menu Option IDs to actual resource names
All Dashboard resources - whether they be reports, menus, menu text, buttons, functionality, etc, are represented by
code values referred to as Menu Option IDs. These are a combination of application type and application number. Use this cross-reference tool to match a resource with its correct ID. The tables below are broken down by particular
Cleo product and application type (I, R, and M codes).
Enabling HTTPS support for the Cleo Dashboards
The following steps describe how to configure and enable the HTTPS protocol for your Cleo Dashboards installation. Primary
steps include:
The Cleo Dashboard Self Service feature gives you the ability to easily create, design, and share custom reports based on
your data.
Selecting Datasets
Datasets are pre-populated templates that reflect your particular data model or source. Different datasets are available
to different roles.
Understanding and using the Design Menus
Design, filter, sort, save, and publish your reports using several interactive menus displayed at the top of the screen.
These only become active once you have selected a dataset.
Designing your reports
As you design your report, you can view and modify columns and tables from the bottom of the different menu editors available.