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Getting Started with Reports
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.
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.
EDI Reports
SAP
This report displays data in the SAP staging database.

Welcome to the Cleo Dashboards
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.
Getting Started with Reports
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.
  - Dashboard Reports
  - EDI Reports
    - Interchange
      This report displays a list of EDI interchanges in the system.
    - Group
      This report displays a list of all functional groups in a system. You can access information from a particular Interchange or Message level, view raw EDI data, view a transactional summary, and reprocess records.
    - Message
      This report displays a list of all EDI messages in a system. You can access information based on a particular Group or Interchange level, view raw EDI data, view a transactional summary, and reprocess records.
    - Document History
      This report provides a way to search, track, and view EDI documents as they move through their business life cycle. Use search codes and custom reference data to restrict and focus your views.
    - Message Inquiry Inbound
      This report allows you to search your received message level transactions.
    - Message Inquiry Outbound
      This report allows you to search your sent message level transactions.
    - SAP
      This report displays data in the SAP staging database.
    - Trading Partner
      This report displays information for all trading partners in your system, along with the Total Interchanges and Messages, received and sent for the corresponding trading partner. It also provides additional access to detailed reports for each.
    - Late Acknowledgement
      This report allows you to view groups of documents that have not been acknowledged within a user-defined time period.
    - FA Reconciliation
      This reports allows you to view a particular document along with its associated Functional Acknowledgement.
  - Data Transfer Reports
- 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
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.
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:
Creating Custom Reports and Dashboards using Self Service
The Cleo Dashboard Self Service feature gives you the ability to easily create, design, and share custom reports based on your data.

SAP

This report displays data in the SAP staging database.

An example of how to best filter this report could be to view only results based on:

IDoc number
Document type (just 850s for example)

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