Widgets - basic information
Updated 1 month ago
by
Katarzyna
|
Who can use this function? The function is available to all users of the Trans.eu Platform and CargoON. |
From this article you will learn:
- what functions widgets fulfill,
- what are the types of widgets and how to use them,
- how to add, move and remove widgets.
Functions of widgets
Widgets are key Business Intelligence tools. These are interactive elements that provide quick access to information about the processes handled in your company on the Trans.eu Platform. You can manage widgets from the Dashboard module.
With the data presented with widgets, you can:
- monitor and manage processes in real time,
- improve your company's operations,
- optimize processes,
- increase efficiency and make decisions faster,
- use them as a form of simple, intuitive presentation.
- The data presented using widgets is collected based on the activities you have performed on the Trans.eu Platform. If there is no data in a given widget, it means that you are not involved in the processes that this widget depicts.
- Widgets can present real-time and archived data.
- Widgets can present data for the entire company, user, client or contractor.
- You can add most widgets to the Dashboard many times - up to 9 times. This solution allows you to compare data, e.g. if you want to see how the data looks for the entire company and for a specific user.
Access to widgets
The available widgets are divided into categories:
- Freights
- Schedules
- Ratings
- Orders
- Trans.info
- Information
Adding the same widget more than once may be helpful when you need to compare data from two perspectives, e.g. Client - Contractor, Company - User or compare the work of two warehouses.
Widget configuration
Most widgets are customizable. Depending on the information you need, you can customize their appearance and functionality.
- Filtering data in widgets.
Some of the widgets have an additional function - data filtering. In such widgets you will find an arrow icon in the upper left corner, which is used to slide out the "drawer".
In some cases, the buttons and filter may be located directly on the widget.
After clicking on the arrow, a "drawer" with filters will appear:
- data display level: User - Company,
- operation type: Loading - Unloading - All.
- Displaying data for the company and for the user.
If you see two blue arrows, a person icon, or a building icon on your widgets, it means that you can use the arrows to switch the widget view and display data for the company (building) or for the user (person), as in the case of the widget Ratings.
- Displaying data for the client and the contractor.
On selected widgets, e.g. Unrated transactions, you can switch between data for the client and contractor. In this case, it is also possible to display data for incoming and outgoing ratings.
- Displaying real-time and archived data.
If you see Refresh on the widget, it means that the data is displayed in real time. To analyze the most recent data, click Refresh.
Information about the date of the last update can usually be found in the upper right corner of the widget. It appears next to widgets that use data in real time.
