Dashboards

Dashboard sessions are used to quickly access multiple sessions that are related to a specific object. Examples of objects are item, work center, or project. Through a dashboard, users such as engineers or shop floor planners can easily carry out all tasks related to their jobs. Relevant details of the object are presented on the dashboard, as well as the possibility to open the sessions in which additional information for the object is stored.

To summarize, the dashboard gives the user a quick overview of the status of a specific object without having to open all related sessions immediately. With a dashboard, a user can easily perform a specific task.

This diagram shows the sections in a dashboard:

Customer 360 (tdsmi1500m000) dashboard

Customer 360 (tdsmi1500m000) dashboard

A dashboard session consists of these sections:

  1. Details

    The Details section shows information about the object.

    If you select a record in the list in the lower part of the session (3), the record's details are displayed in the Details section (1).

  2. Links

    A series of links (2) is displayed to start sessions that are related to the session's object. A check mark indicates whether the link already contains information related to a selected record of the object.

    Click the links to display, maintain, or create information related to an object's record.

  3. Records

    For the dashboard's object (3), a number of records is listed.

    If you select a record, the record's details are displayed in the Details section (1), and you can click the links (2) to display, maintain, or create information related to a record.

For more information on dashboards, see the Infor Web Help.

To create dashboards

For details on how to create dashboards, see To create dashboards.