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This article applies to:

  • Product: ONESOURCE Global Trade
  • Sub-Product: Global Trade Visibility

Shared Dashboard Maintenance

Creating a Shared Dashboard

To create a new Shared Dashboard, click
Setup & Management
. This will open the
Dashboard Configuration
 pop-up, where dashboard setup options are located.
In the
Dashboard Configuration
 pop-up, click
Create New Shared Configuration
.
important
Only users in the Admin security group can create, edit, and delete Shared Dashboards.
The pop-up will refresh and display five progression steps at the top: Name, Grid, Map, Reports and Permissions. The current configuration step will be a different color from the other steps.
Tab
Description
Name
Name the newly-created Shared Dashboard (limited to 100 characters). Note: Only Admin Users can name Shared Dashboards.
To continue, click
Save and Continue
.
To return to the main Dashboard screen, click
Cancel
 or
X
. Clicking
Cancel
 or
X
 will drop all changes without saving.
Tab
Description
Grid
  • Number of Rows
    :
    Alters the number of visible rows (2 or 3) on the Personal Dashboard.
  • Number of Columns
    :
    Alters the number of visible columns (2 or 3) on the Personal Dashboard.
To continue, click
Save and Continue
.
To return to the Dashboard, click
X
. Clicking
X
 drops all changes and closes the
Dashboard Configuration
 pop-up.
Tab
Description
Map
  • Use Map?
    :
    To display a map on the Personal Dashboard, click
    Yes
     and populate all the other fields. If a map should not be displayed, click
    No
     and click
    Save and Continue
    .
  • Map Position
    :
    Click
    Top
     to display a map at the top of the Personal Dashboard. Click
    Bottom
     to display a map at the bottom of the Personal Dashboard.
  • Selected Map
    :
    Select a map type from available options.
  • Map Target
    :
    Use this drop-down to choose a report that will become the target in the map-hovering text box.
    Map Target
     includes type-ahead functionality to assist in finding the needed report. If no target is wanted, return the drop-down to
    Select a Target
    …
  • Note: If used, a map will use an entire row of the Dashboard.
To continue, click
Save and Continue
.
To return to the Dashboard, click
X
. Clicking
X
 drops all changes and closes the
Dashboard Configuration
 pop-up.
Tab
Description
Reports
This tab generates in a manner that mimics the final dashboard layout. For example, if a map was chosen, the entire row assigned (top or bottom) will not be available for report selection.
To assign a report, click
Select
.
The
Select Report
 pop-up will open with the following two options:
Fields
Description
Select Report
Choose a report to appear on the new Shared Dashboard.
Select Target
Choose a target to associate with the report on the new Shared Dashboard.
The drop-down box includes type-ahead functionality to assist with locating the needed report. If a report does not need to be associated with a target, return the drop-down to
Select a Target
….
To continue, click
Save Selected Report
.
To return to the
Dashboard Configuration
 pop-up, click
Cancel
 or
X
. Clicking
Cancel
 or
X
 drops all changes and closes the pop-up.
The drop-down box includes type-ahead functionality to assist with locating the needed report. If a report does not need to be associated with a target, return the drop-down to
Select a Target
….
To continue, click
Save Selected Report
.
To return to the
Dashboard Configuration
 pop-up, click
Cancel
 or
X
. Clicking Cancel or
X
 drops all changes and closes the pop-up.
Tab
Description
Permissions
Displays all available user groups the admin user has administrative rights to update. For non-admin users to see the Shared Dashboard, the admin user must place a check next to that user’s corresponding group.
To finalize all choices, click
Finish
.
To return to the previous screen, click
Previous
.
To close the
Dashboard Configuration
 pop-up and return to the Dashboard, click
X
. Clicking
X
 does not save any changes.
Once the Shared Dashboard has been finalized, a message (
The configuration has been saved
.) will appear on the
Dashboard Configuration
 pop-up. Click
X
 to close the pop-up and return to the Dashboard.
(
SHARED
) will automatically appear at the end of the Dashboard Name. This is how all users will see the Shared Dashboard.

Modifying an Existing Shared Dashboard

To modify an existing Shared Dashboard, click
Setup & Management
.
This will open the
Dashboard Configuration
 pop-up, where dashboard setup options are located.
Use the
Select configuration
 drop-down to locate the dashboard to be edited, and then click
Edit Selected Configuration
.
Clicking
Edit Selected Configuration
 will refresh the pop-up and display five progression steps across the top: Name, Grid, Map, Reports and Permissions.
The current configuration step will display in a different color. Editing a Shared Dashboard follows the same process steps as creating a new Shared Dashboard.
For more details, see the
Creating a Shared Dashboard
 section of this User Guide.

Deleting an Existing Shared Dashboard

To delete an existing Shared Dashboard, click
Setup & Management
.
This will open the
Dashboard Configuration
 pop-up, where dashboard setup options are located. Use the
Select configuration
 drop-down to locate the dashboard to be deleted and then click
Delete Selected Configuration
.
A
Confirm Delete
 pop-up will open, requesting confirmation that the dashboard is to be deleted.
To continue, click
OK
.
To cancel, click
Cancel
.
Once the Shared Dashboard has been deleted, a message (
The configuration has been successfully deleted
.) will appear on the
Dashboard Configuration
 pop-up.
Click
X
 to close the pop-up and return to the Dashboard.

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