Configuring the M3 Analytics report widget on your workspace

M3 Analytics is delivered with the M3 Analytics report widget that is bound to the M3 Analytics application provisioned in your M3 industry CloudSuite tenant. You can configure this widget to show any Visualizer report available in the M3 Analytics Consumer Space.

To locate the M3 Analytics report widget, go to the Infor OS Portal workspace widget repository.

  1. On your Infor OS Portal workspace, click Add Widget or Add Banner widget.
  2. In the Widget Catalog window, click Categories > Business Intelligence.
  3. Click the + button of the industry-specific M3 Analytics Report.

    You can have several widgets, one or more Birst report widgets and the M3 Analytics report widget. The Birst report widgets require you to configure an application whereas the M3 Analytics report widget is bound to the M3 Analytics Consumer Space provisioned in your M3 industry CloudSuite tenant.

  4. Click Close.
  5. In the widget, click Widget Settings or click the ellipsis and select Configure....
  6. Specify this information:
    Title
    To change the title of the report, click the lock icon at the end of the field and specify the title you prefer.
    Report
    To select a report from M3 Analytics, browse the report catalog in the consumer space. For example, browse to the report located in shared/Infor/Sales/Homepages/Top 10 Non-Del Qty by Customer YTD. You can also specify the file path directly.
    Filters
    Optionally, you can specify an attribute to filter. This requires knowledge of syntax, and is considered an administrator task.
    Note: You can only set up filters for attributes that are in the report.
  7. Click Save.