Introduction

The Dashboard module provides graphical views of various Circulation activity updated in real time. The Dashboard window has three parts:

• Dials on the left side of the window that show the number and level of complaints, starts, and stops for the selected products entered on the current date (if Date Type is Create Date) or the last published date (if Date Type is Tran Date). By default, 0-25 transactions is considered a “low” level of activity, 26-50 is considered “medium”, and 51 or more is considered “high”. These levels can be changed in Setup. A fix program (tools/dashboard) can be run from the Progress editor to define the dial settings.

• Several tabs in the center of the window that provide charted data of different Circulation activity. These tabs are discussed in detail on the following sections.

• The Filter, which is a docked tab on the right side of the window. The Filter is where you select the product or products to include, the date range, transactions you want to include in the activity charts, and other criteria (source, reason, and user). To modify filter criteria, select or deselect the check boxes as needed, change the Start Date and End Date as needed, and click Filter.