https://community.rws.com/product-groups/trados-portfolio/business-manager/w/wiki/5135/portal-usage-and-dashboarden-USTelligent Community 12 Non-Productionhttps://community.rws.com/product-groups/trados-portfolio/business-manager/w/wiki/5135/portal-usage-and-dashboardFri, 23 Apr 2021 11:59:45 GMT10acfa76-f078-475b-a7ef-fc5b3e8d2934:f5180dc9-a1ae-4021-a2b2-d1fb9a8e2ba0Eugene Kuchynskihttps://community.rws.com/product-groups/trados-portfolio/business-manager/w/wiki/5135/portal-usage-and-dashboard#commentsCurrent Revision posted to Wiki by Eugene Kuchynski on 4/23/2021 11:59:45 AM<br /> <p>When customer logs in into the system, a default customer dashboard will be displayed.&nbsp;Navigation tree will contain fewer items (which are duplicated in the top toolbar), there will be fewer buttons on toolbars, and list of projects/jobs/invoices/payments/credit notes will display only entities of a customer associated with a user.</p> <p>Default dashboard looks like this:</p> <p><img src="/resized-image/__size/320x240/__key/communityserver-wikis-components-files/00-00-00-02-93/pastedimage1619177952028v1.png" alt=" " /></p> <p>It provides access to the following data and actions:</p> <ul> <li>list of ongoing quotes projects;</li> <li>lists of ongoing jobs and projects;</li> <li>list if unpaid invoices;</li> <li>charts with turnaround and average volumes;</li> <li>navigation toolbar with: <ul> <li>buttons to open separate views for credit notes, translation projects, translation jobs, invoices and payments;</li> <li>a button to view and edit personal profile;</li> <li>a button to change application language and default formatting culture;</li> </ul> </li> <li>additional toolbar to quickly create quote requests, projects and jobs;</li> <li>a button to quickly view different reports.</li> </ul> <p>Widgets with lists on the dashboard support&nbsp;filtering functionality. To view/edit corresponding entity, double click on a row or use Edit button found in the first column of each row.</p><div style="clear:both;"></div> <div style="font-size: 90%;">Tags: portal, customers, dashboard, Customer Portal</div> https://community.rws.com/product-groups/trados-portfolio/business-manager/w/wiki/5135/portal-usage-and-dashboard/revision/1Fri, 06 Dec 2019 11:29:29 GMT10acfa76-f078-475b-a7ef-fc5b3e8d2934:f5180dc9-a1ae-4021-a2b2-d1fb9a8e2ba0Eugene Kuchynskihttps://community.rws.com/product-groups/trados-portfolio/business-manager/w/wiki/5135/portal-usage-and-dashboard#commentsRevision 1 posted to Wiki by Eugene Kuchynski on 12/6/2019 11:29:29 AM<br /> <p>When customer logs in into the system, a default customer dashboard will be displayed.&nbsp;Navigation tree will contain fewer items (which are duplicated in the top toolbar), there will be fewer buttons on toolbars, and list of projects/jobs/invoices/payments/credit notes will display only entities of a customer associated with a user.</p> <p>Default dashboard looks like this:</p> <p><img src="/resized-image/__size/320x240/__key/communityserver-wikis-components-files/00-00-00-02-93/pastedimage1575630470064v1.png" alt=" " /></p> <p>It provides access to the following data and actions:</p> <ul> <li>list of ongoing quotes projects;</li> <li>lists of ongoing jobs and projects;</li> <li>list if unpaid invoices;</li> <li>charts with turnaround and average volumes;</li> <li>navigation toolbar with: <ul> <li>buttons to open separate views for credit notes, translation projects, translation jobs, invoices and payments;</li> <li>a button to view and edit personal profile;</li> <li>a button to change application language and default formatting culture;</li> </ul> </li> <li>additional toolbar to quickly create quote requests, projects and jobs;</li> <li>a button to quickly view different reports.</li> </ul> <p>Widgets with lists on the dashboard support&nbsp;filtering functionality. To view/edit corresponding entity, simply click anywhere on a row.</p> <p>Chart widgets has buttons to view charts in full screen mode, as well as drop-down menus to choose displayed period.</p><div style="clear:both;"></div> <div style="font-size: 90%;">Tags: portal, customers, dashboard, Customer Portal</div>