Custom dashboard
Once you create a source or reconciliation in Simetrik, you can build custom reports by selecting which fields or columns you want to include in the report and in which order you want them to appear.
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Once you create a source or reconciliation in Simetrik, you can build custom reports by selecting which fields or columns you want to include in the report and in which order you want them to appear.
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In the Dashboard menu, click on the Create a Dashboard button. Then assign a name to your board.
Click the Add a visualization to Dashboard button, and assign a name to the visualization and select the type of visualization you need, in this case, custom dashboard. Then click Start visualization.
You must select the source, grouping or reconciliation to include in your visualization. Then select the reconcilable group.
Once you have selected the resource for your visualization, select the columns and the order they should be in the visualization. Click Save visualization.
The Default reconcilable group will display all reconciliation information.
When you include groupings within a view, the grouping is aggregated in its entirety, so you should not select a reconcilable group.
You will be able to see the custom dashboard you created.
You can click the button to expand or collapse the results of the percentage board, thus hiding or making this information visible.
