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.

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

Click on the three dots in the top right corner of the widgets.

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.

Click Send.

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.

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.

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.

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