Your Dashboard

Authors

ProcessFast

Created

01/06/2020

Modified

01/28/2022


What is the Dashboard?

The dashboard is where Ops Insights users can gain a comprehensive overview of their company’s key performance indicators (KPIs). Depending on your Level of Access, you will see high-level sales, operational, and compliance metrics that will empower you to take action to ensure key goals and benchmarks are being met and/or issues are being identified and addressed as early as possible.

The links listed in the Dashboard Links section below will direct you to key topics that are important to understand when using your Ops Insights dashboard to ensure that you are maximizing the full value of Ops Insights.





Using Maximized/Expanded Visualizations

When your Ops Insights Dashboard is loaded, the Count Widgets and Charts and Graphs will load with any Default Criteria Values that have been saved for the visualization.

You can Maximize or Expand any visualization on Your Ops Insights Dashboard by clicking the Maximize or Expand icon that appears in the top right-hand corner of the Count Widget or Chart or Graph to View a Larger Display of the Visualization, Get a Better Understanding of How the Report Works, Request Revisions / Changes to the Visualization, Update, Change or Manage the Default Criteria Values, and Drill Down / View the File-Level Details that are Included in the Visuailzation.

The Using Maximized/Expanded Visualizations Links listed below will direct you to the key features that are available to Ops Insights users when Using Maximized/Expanded Visualizations.


Using Maximized/Expanded Visualizations Tutorial Video

The Using Maximized/Expanded Visualizations Tutorial Video offers a complete tutorial of using maximized/expanded visualizations and will cover how to Maximize/Expand a visuailzation and walk you through how each Tab of a Maximized/Expanded Visuailzation works.




Visualization Results Tab

Coming soon. Contact us at support@opsinsights.com if you need access to this information prior to it being released.

Maximize or Expand

Refresh Report Results

Coming soon. Contact us at support@opsinsights.com if you need access to this information prior to it being released.

Download Image (Charts and Graphs Only)

Coming soon. Contact us at support@opsinsights.com if you need access to this information prior to it being released.

Drill Down

Coming soon. Contact us at support@opsinsights.com if you need access to this information prior to it being released.

See Drill Down Tab below for more info.

View Applied Criteria

Coming soon. Contact us at support@opsinsights.com if you need access to this information prior to it being released.



Report Description Tab

Coming soon. Contact us at support@opsinsights.com if you need access to this information prior to it being released.

Category Tags

Coming soon. Contact us at support@opsinsights.com if you need access to this information prior to it being released.

Request a Revision/Custom Version of The Report

Coming soon. Contact us at support@opsinsights.com if you need access to this information prior to it being released.



Incorrect Results? Tab

Coming soon. Contact us at support@opsinsights.com if you need access to this information prior to it being released.

Report Type

Coming soon. Contact us at support@opsinsights.com if you need access to this information prior to it being released.

Report Request Approval

Coming soon. Contact us at support@opsinsights.com if you need access to this information prior to it being released.

Request a Revision/Custom Version of The Report

Coming soon. Contact us at support@opsinsights.com if you need access to this information prior to it being released.



Criteria Tab

Coming soon. Contact us at support@opsinsights.com if you need access to this information prior to it being released.

Required Criteria

Coming soon. Contact us at support@opsinsights.com if you need access to this information prior to it being released.

Linked Criteria

Coming soon. Contact us at support@opsinsights.com if you need access to this information prior to it being released.

Locked Criteria

Coming soon. Contact us at support@opsinsights.com if you need access to this information prior to it being released.

Selecting Criteria

Coming soon. Contact us at support@opsinsights.com if you need access to this information prior to it being released.

Set Selected Criteria as Default Lock-in Values

Coming soon. Contact us at support@opsinsights.com if you need access to this information prior to it being released.

Execute Report with Selected Criteria

Coming soon. Contact us at support@opsinsights.com if you need access to this information prior to it being released.



Drill Down Tab

Coming soon. Contact us at support@opsinsights.com if you need access to this information prior to it being released.

Refresh Report Results

Coming soon. Contact us at support@opsinsights.com if you need access to this information prior to it being released.

Download/Export Results

Coming soon. Contact us at support@opsinsights.com if you need access to this information prior to it being released.

View Applied Criteria

Coming soon. Contact us at support@opsinsights.com if you need access to this information prior to it being released.

Sort

Coming soon. Contact us at support@opsinsights.com if you need access to this information prior to it being released.

View Results Page

Coming soon. Contact us at support@opsinsights.com if you need access to this information prior to it being released.

Number of Results Per Page

Coming soon. Contact us at support@opsinsights.com if you need access to this information prior to it being released.



Saving Newly Selected Criteria Values

Coming soon. Contact us at support@opsinsights.com if you need access to this information prior to it being released.





How are Visualizations Assigned to My Dashboard?

Count Widgets and Charts and Graphs appear on your dashboard because they are assigned to an Access Role that’s Assigned to Your User by the Client Admin for your account. The Examples of How Access Roles Work section below will link to a Simplified and Detailed illustration of reports being assigned to Ops Insights Users via Access Roles.

The key takeaway is that Access Roles are how reports are assigned to Ops Insights Users. Report(s) are first assigned to Access Role(s), which are then assigned to Ops Insights Users. An Ops Insights User will have access to every report that’s assigned to any Access Role(s) that’s Assigned to Their User Account.

If a report is removed from an Access Role, any Ops Insights User that’s assigned to that Access Role will lose access to the removed report. If an Access Role is removed from an Ops Insights User, the Ops Insights User will lose access to any report(s) that are assigned to the removed Access Role.

If a report is added to an Access Role, any Ops Insights User that’s assigned to that Access Role will gain access to the newly added report. If an Access Role is added to an Ops Insights User, the Ops Insights User will gain access to any report(s) that are assigned to the newly added Access Role.

The Visualization/Access Role Assignment Links listed below will direct you to the key concepts and components of Access Roles that are important to understand when using your Ops Insights Dashboard.


How Do I View the Access Roles that are Currently Assigned to My User?

You can view the Access Roles that are currently assigned to your user account by viewing the values listed in the My Info > Role Assignment section of the My Info page of Ops Insights, which can be found by clicking the My Info in the navigation bar that’s located on the left side of your screen.

The Steps to View Access Roles that are Currently Assigned to My User section below will show you how to view the Access Roles that are currently assigned to your user.

Steps to View Access Roles that are Currently Assigned to My User

Download the Steps to View Access Roles that are Currently Assigned to My User GIF File

../_images/my-info-view-role-assignment-compressed.gif

What Should I Do if My Dashboard is Empty?

Coming soon. Contact us at support@opsinsights.com if you need access to this information prior to it being released.

Check Your Role Assignment

Coming soon. Contact us at support@opsinsights.com if you need access to this information prior to it being released.

Manage Your Dashboard

Coming soon. Contact us at support@opsinsights.com if you need access to this information prior to it being released.

Add Removed Visualizations Back to Your Dashboard

Check Your Web Browswer

Coming soon. Contact us at support@opsinsights.com if you need access to this information prior to it being released.


What Should I Do if a Visualization is Missing from My Dashboard?

Coming soon. Contact us at support@opsinsights.com if you need access to this information prior to it being released.

Manage Your Dashboard

Coming soon. Contact us at support@opsinsights.com if you need access to this information prior to it being released.

Add Removed Visualizations Back to Your Dashboard

  • Re-Enable Removed Visualization

  • Visualization Removed from Role

Check Your Role Assignment

Coming soon. Contact us at support@opsinsights.com if you need access to this information prior to it being released.

  • Role Removed From User


Why Does the Same Visualization Appear on My Dashboard Multiple Times?

Coming soon. Contact us at support@opsinsights.com if you need access to this information prior to it being released.




Getting Help/Support

Coming soon. Contact us at support@opsinsights.com if you need access to this information prior to it being released.

Connector Offline

Coming soon. Contact us at support@opsinsights.com if you need access to this information prior to it being released.



Execution Error

Coming soon. Contact us at support@opsinsights.com if you need access to this information prior to it being released.



No Results found

Coming soon. Contact us at support@opsinsights.com if you need access to this information prior to it being released.



Required Criteria Values Needed

Coming soon. Contact us at support@opsinsights.com if you need access to this information prior to it being released.



Under Construction

Coming soon. Contact us at support@opsinsights.com if you need access to this information prior to it being released.