Dashboards
View predefined dashboards or customize your dashboard to show data that is of interest to you.
The Client Portal contains predefined dashboards that you can use to view the data. You can also create your custom dashboards.
The dashboards mainly consist of tiles displaying different information such as the data about your preferred statistic, such as the number of invoices, orders, quotes, and more.
Each tile can have multiple functionalities, for example, they can display data and act as a shortcut. You can also configure the size of a tile and define how data is displayed in certain tiles. If there is no data for a specific tile, a message is displayed in the tile.
Access dashboards
Follow these steps to access the predefined dashboards:
Navigate to the main menu of the Client Portal and select Analyze > Dashboards. The Dashboard page opens.
From the Choose a template, choose the dashboard you want to view. The following dashboards are available:
| Dashboard | Availability |
|---|---|
Finance | Available to all users. |
Procurement | Available to all users. |
Software Asset Management (SAM) | Available only if you've purchased SAMSimple. |
Cloud | Available only if you've purchased Cloud Spend Management. |
Create custom dashboards
You can create new dashboards, customize your dashboards, or remove a dashboard. Customized dashboards are displayed under Choose a template.
Follow these steps to create a new dashboard:
On the Dashboard page, click Create New.
On the Create New Dashboard page, click New.
Provide a name for your custom dashboard and then in Add a tile, choose the tile that you want to add.
Click Save.
Customize a dashboard
Follow these steps to customize a dashboard:
On the Dashboard page, select Edit this dashboard. The dashboard opens in the edit mode.
Make changes as necessary.
To remove a tile from your dashboard, select Remove. If the tile is too small to accommodate the full button, you'll only see the trashcan icon.
To configure a tile, select Configure or the cogwheel icon and then choose the configuration options.
Save your customized dashboard to make it available under Choose a template.
Each tile has different configuration options relevant to the function it serves. You can have multiple instances of the same tile with different configurations (for example: Invoices for last month and Invoices for the last six months).
Remove a dashboard
Follow these steps to remove a dashboard permanently
On the Dashboard page, click Edit this dashboard.
Click Delete.
Select the checkbox to grant consent.
Click Delete to confirm the deletion.
Move and resize dashboard tiles
After you've added a tile to the dashboard, you can move or resize it. Most of the tiles can be resized from their default size.
You can resize a tile by dragging the tile border. To move a tile, drag the whole tile.
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