Dashboard

The Dashboard is the first screen you’ll see after logging in. You can also navigate to it by clicking the Dashboard tab any time. The dashboard provides you with a quick glance of your data to allow you to easily monitor, report, track devices, attestations, and decryptions.

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Dashboard Data

  • The total number presented in each widget for root partners will include the data of their sub-partners, clients, and sub-partner’s client data.
  • The total number presented in each widget for sub-partners will include the data of their sub-partners and clients.
  • The total number presented in each widget for clients will reflect their own data.

Dashboard Widgets and User Roles

Widget

Description

User Role Access

Past Due Attestations

Displays the total number of attestations that have not been completed and have passed their audit date.

Partner Supervisor
Partner Fulfillment
Client Admin
Client Custodian
Client User
Client Procurement

Upcoming Attestations

Displays the total number of attestations that are due fourteen days before their audit date.

Partner Supervisor
Partner Fulfillment
Client Admin
Client Custodian
Client User
Client Procurement

Decryptions

Displays the total number of transactions decrypted by week, month, and year.

Partner Supervisor
Partner Fulfillment
Partner User
Client Admin

Total Users

Displays the total number of users, partners, and clients.
Total number of users = partners + clients
Total number of partners = partner supervisors + partner fulfillments + partner user
Total number of clients = client admin + client user + client custodian + client procurement

Partner Supervisor
Partner User
Client Admin

Shipments

Displays the total number of devices that are in the in-transit state waiting to be received from shipments.

Partner Supervisor
Partner Fulfillment
Client Admin
Client Custodian
Client User
Client Procurement

Device States

Displays the total number of devices overall and the total number of devices in each state.

Partner Supervisor
Partner Fulfillment
Partner User
Client Admin
Client Custodian
Client User
Client Procurement

Dashboard Reports

Reports can be generated from the dashboard widgets and received through email.

Generating Reports

  1. Click on the three dots in the top right corner of the widgets.
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Once you click on the three dots, a modal will appear automatically populated with the email address listed in your user profile.

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Partner Supervisors can send a report to two emails. Each email address listed must be separated by comma without any spacing.

  1. Click Send.
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After you click Send, you will see a confirmation message in the top right corner of the dashboard indicating that the report has been successfully sent to the listed email addresses.

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Receiving Reports

  • Root partners will receive reports including the data of their sub-partners, clients, and sub-partner’s clients.
  • Sub-partners will receive reports including the data of their sub-partners and clients.
  • Clients will receive reports containing their own data.

You will receive an email which will be presented to you in the following format.

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The report will be attached to the email and in csv format. The date & time for when the report was requested from the widgets will reflect the date & time of the user’s browser.

Types of Reports

Type of Report

Widget

Report Fields

Past Due Attestations Report

Past Due Attestations Widget

Serial Number, Alternate key, Past Due Date, Custodian, Device State, Location, Partner, Client

Decryptions Totals Report

Decryptions Widget

Date/Time, Amount, Success, Failed, Partner, Client

Total Users Report

Total Users Widget

User’s First Name, Last Name, Email, Phone, User Name, Role, Partner, Client

Incoming Shipments Report

Shipments Widgets

Partner Client, Serial Number, Device Type, Carrier, Date Shipped

Device Activity Report

Device State Widget

Serial Number, Alternate Key, Model, Build, Location, Direct Partner, Client, Status, MID, Address, Country, First Use, Last Use, Custodian Name, Custom Reference

Inventory Summary By Type Report

Device State Widget

Partner, Client, Device Type, Total

Inventory Summary By Status Report

Device State Widget

Partner, Client, Status, Total

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The Inventory Summary Report will include two separate reports attached in one email. One will be an Inventory Summary By Type Report and the other will be an Inventory Summary By Status Report.

You can configure the Device State Widget to generate both the Device Activity Report and Inventory Summary Reports or just one of the reports by enabling and disabling each report.

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Notifications

The Notifications banner displays as needed when alerts from the administrator are published. After reading a notification, you can select it and then click Dismiss to remove it. To hide the banner, click Continue. To review unread notifications, click the red notifications icon in the top right corner to see a list.

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From Manage > System Notifications you can also review notifications and Dismiss
them.


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