Summary
This article is part of our guide series on how to manage customizable aspects of SM (Supplier Management). To get the most out of the guide, we recommend starting with Creating New Attributes. You may also want to check out Configuring Tab Views. When you’ve got that baseline down, you’re ready to move onto this article.
User Defined Dashboards (UDDs) are customizable views of your data offered across most TraceGains products. Your system comes equipped with several UDDs, however you can easily modify or create new UDDs to achieve the data view that matters most to your business needs. UDDs are linked to individual Tab Views.
Because they are so customizable, there are a countless ways to leverage UDDs for your particular goals. You may find which filters are most useful to your data through trial and error. The below example demonstrates two ways to filter your Suppliers by Potential Connections:
First method
Step 1: Navigate to the Suppliers Tab.
Step 2: Click the Connect Dropdown list and select Potential.
Step 3: Click Filter.
Second method
Step 1: Navigate to the Suppliers Tab.
Step 2: Select your current Dashboard using the blue dropdown at the top left.
Step 3: Select 'Manage Dashboards'.
Step 4: In the User Defined Dashboards menu, select the blue gear to the left of the dashboard you want to filter.
Step 5: From the filter dropdown, select 'Potential'.
Step 6: Click 'Save'.
Both methods provide a starting point to try out the different fields and filters you can customize to get the most out of UDDs.
Managing Existing UDDs
Step 1: Click the blue UDD menu in the top-left corner and select Manage Dashboards.
Step 2: Click the edit gear next to the UDD you wish to update.
Step 3: Edit as needed.
You can rearrange/add/remove Attributes, set pre-defined Filters, and/or make this Dashboard the default UDD for this Tab View.
Step 4: Click Save.
Creating New UDDs From Scratch
Step 1: Click the blue UDD menu in the top left corner and select Manage Dashboards.
Step 2: Either:
Click the New button at the bottom of the list-panel to open a new, empty Manage User Defined Dashboard window.
OR
Click the edit gear next to a Dashboard you wish to copy, to open that existing Manage User Defined Dashboard window. Click Copy at upper right.
Step 3: Name/Rename the Dashboard, fill in the fields or make any adjustments.
Step 4: Click Save.
Exporting UDDs
To export your data from the Tab and UDD you're currently viewing, simply click "Export" at the far upper-right. You'll be asked if you want to Export the cell-colors in the grid, which may make the output XLSX easier to read. Any predefined Filters you have set in your UDD will carry into your Export.