User Interface

This section of the documentation explains the user interface.

Dashboard

The Dashboard is the starting page of the customer portal and provides an overview of the most relevant data at a glance. For detailed information on the contents of the dashboard, please refer to the Dashboard page.

Reports

The Reports section contains the available reports. You can switch between the active report by selecting the report in the navigation panel on the left of the screen. If the navigation panel is collapsed, you can switch between reports by using the title of the report as a dropdown. Some tips for using the reports:

1. Hover your cursor over the blue encircled i in the top right corner of a visual to see a brief explanation of its purpose.
2. You can see your organisation’s ID (CustomerCode) and type of license when clicking on your user account (e-mail address) in the top right of the screen. The license type determines which reports are available to you and can be changed by contacting your portal provider.
3. There is an information page available on this knowledge-base for every report in the portal. Please refer to Reports for detailed explanations and instructions about each report.

Filters

Most reports have filters available for filtering the data shown in the report. If available, filters are shown on the top and right side of the report and allow you to search for a specific value or select one from a dropdown list.

Tooltips

Most reports have a tooltip available. A tooltip is a small window with extra information that will pop up when you hover your cursor over certain parts of the charts. Depending on the chart, the tooltip will show extra data or information pertaining to the data point you are hovering over. For example, hovering over a bar in a bar chart will show a tooltip that tells you the exact value of the bar.

For more details about the content of the reports, please refer to the Reports page.

Users

The Users section is only available to users with the Admin role and allows for the management of portal users. The page gives an overview of the users that have access to the portal, which role the user has, whether or not they have activated their account, and when they last logged in. Furthermore, each user can be edited or deleted by clicking on the dots.

New users can be invited from the Users page by clicking the “Invite new user” button. This allows you to specify an e-mail address and a role for the new user. Once you click “Invite user” an e-mail will be sent to the new user allowing them to activate their account.

Roles

Every user can have one of two roles: Admin, or Viewer. A viewer can interact with the reports and see the dashboard, but is not able to manage existing or invite new users. An admin can do everything a viewer can and additionally manage existing and invite new users.

Account

In the top right corner of the screen you will see your e-mail address. The menu there provides:

• Information on your current license level and your customer code.
• A link to your Profile page.
• A link to these documentation pages.
• The option to log off.

Profile

The profile page gives you some details of your portal license, your role and the customer code that your provider has assigned to you.

You can also set up two-factor authentication from here.

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