View dashboards

The home page has two tabs (Overview and Reports); dashboards now live on their own pages. Read the KPI overview, open and rearrange dashboards, and build reports with the drag-and-drop Builder.

Open the Analytics app from the app grid (the nine-dot app switcher). The home page now has two tabs: Overview and Reports. Overview shows the KPI overview, My dashboards and the preset-dashboard entrance; dashboards themselves live on their own pages, where you can filter, rearrange and drill into them.

What’s on the Overview tab#

• KPI overview: the first KPI cards from the KPI library (name, module, industry benchmark). Live values are still being wired up, so cards show “No data yet” for now — the page isn’t broken.
• My dashboards: the dashboards you built. Empty? Click “+ New dashboard”.
• Preset dashboards entrance: a dozen ready-made dashboards from the system. They are read-only — click “Save a copy to My dashboards” on one to make it yours and edit it.

Open a dashboard#

1. Click a dashboard on the Overview tab or in the dashboard list to open its detail page.
2. At the top is the global filter bar: set it once and every widget on the page filters together.
3. Want to zoom into one slice? Turn on “Cross-filter”, click a chart point (or a value below it), and the whole dashboard filters to that slice. Click “Clear” to go back.
4. Rearrange: widgets sit on a drag grid — drag them to reorder and resize.
5. Preset dashboards are read-only. Click “Save a copy to My dashboards” to get your own editable copy.

Build a report with the Builder#

Go to the “Reports” tab and click “+ New report” to open the Builder. Three areas: the field list on the left, the canvas in the middle, and the chart settings on the right. You never see table names — only plain-words fields like “order amount” or “status”.

1. Pick a data source — only the whitelisted ones are available: OMS orders, WMS shipments, WMS inbound receipts, TMS transport orders, Drayage orders, Purchase orders.
2. Drag fields: drag from “Fields (drag me)” on the left into “Drag fields here” in the middle — dimensions go to Rows / Columns, metrics go to Values.
3. Pick a chart type: Line, Bar, Stacked bar, Pie, Donut, Funnel, Scatter, Heatmap, Map, KPI card, Table, or Pivot.
4. Add conditions: date range (Last 7 days / Last 30 days / Custom), “Status =”, Sort, Top N, and a drill path.
5. Click “Run” to preview: check the scanned rows and whether the result looks right. On charts, “Click a bar / slice to drill down” — follow the drill path one level deeper at a time.
6. Fill in the “Report name”, click “Save” (“Report saved”). “Share” sends the report to the team.

Back in the report list, each row has Run / Edit / Delete, and the list is grouped into “My reports”, “Team” and “Built-in”. Want the report in your inbox automatically? Go to Analytics → Subscription Center, create a subscription, pick this report and set the schedule (see “Subscription Center: reports to your inbox on a schedule”).

The semantic model: the translator behind the scenes#

The fields you drag in the Builder — order amount, order count, status, created date, merchant, client, shipper — are all plain-words terms. Behind them sits the semantic model: it translates your words into the data the system can query. You never see a table name; Builder, dashboards and the KPI library all speak the same vocabulary, which is why the same number matches everywhere.