Know How at Noon: Esker dashboards and views

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Joanne Marie Ignacio De Lasan
Hi everyone and welcome to know how at noon.

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Joanne Marie Ignacio De Lasan
I’m Joanne, a customer.

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Joanne Marie Ignacio De Lasan
Manager here at Fujifilm Business Innovation New Zealand and joining me today is Ty, our customer success specialist.

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Joanne Marie Ignacio De Lasan
So for anyone that joining us for the first time, this is a monthly webinar series hosted by FBNZ process automation customer success team where we share helpful tips, best practises and feature highlights that can help you get more from your escr investment.

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Joanne Marie Ignacio De Lasan
So today’s session focuses on dashboard and views. So we’ll look at what they are, when to use them and some useful configuration.

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Joanne Marie Ignacio De Lasan
Through a few live demonstrations.

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Joanne Marie Ignacio De Lasan
So before we get started, I’d also like to mention that at the end of the session, we’ll ask you to complete a short feedback survey.

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Joanne Marie Ignacio De Lasan
And as a thank you, one lucky respondent will win a blunt umbrella.

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Joanne Marie Ignacio De Lasan
So please feel free to post any questions in the chat throughout the session and then we’ll cover it during the Q&A.

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Joanne Marie Ignacio De Lasan
So here’s what we’ll cover today.

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Joanne Marie Ignacio De Lasan
So we’ll start with the difference between dashboards and views, and then we’ll look at public versus private options.

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Joanne Marie Ignacio De Lasan
After that, we’ll move into live examples, including creating or editing views and dashboards.

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Joanne Marie Ignacio De Lasan
Designing dashboards and scheduling dashboards and then we’ll finish off with a qna session.

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Joanne Marie Ignacio De Lasan
So before we go into details, I’ll just like to make sure that we’re all using the same terminology.

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Joanne Marie Ignacio De Lasan
So this is what we call a dashboard.

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Joanne Marie Ignacio De Lasan
So this is where all the counters, the charts and this is what we call a view.

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Joanne Marie Ignacio De Lasan
So view you will every everyone I believe will be familiar with it.

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Joanne Marie Ignacio De Lasan
It’s you always go to this in a daily basis.

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Joanne Marie Ignacio De Lasan
So this is a sample of the the view.

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Joanne Marie Ignacio De Lasan
All right.

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Joanne Marie Ignacio De Lasan
So you may be very familiar with it already.

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Joanne Marie Ignacio De Lasan
However, it’s very helpful for us to start with a common understanding. So in simple terms.

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Joanne Marie Ignacio De Lasan
Dashboard is an overview of your work performance and also priorities.

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Joanne Marie Ignacio De Lasan
While the views it’s a list of records filtered for a particular purpose.

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Joanne Marie Ignacio De Lasan
Dashboard is used for monitoring, for decision-making and taking action while view is for reviewing and working on the detailed records.

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Joanne Marie Ignacio De Lasan
And lastly dashboards.

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Joanne Marie Ignacio De Lasan
They are assigned to profiles and workspaces. While views can be customised by users to display relevant information.

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Joanne Marie Ignacio De Lasan
So once you have decided what whether you need a dashboard and or a view, the next thing to consider is whether it should be public or private.

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Joanne Marie Ignacio De Lasan
So the main difference is who can see and manage them.

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Joanne Marie Ignacio De Lasan
So public dashboards and views can be made available to other users, while private dashboards and views are for your own use only.

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Joanne Marie Ignacio De Lasan
So as best practise, we always recommend not modifying predefined dashboards or views in newer versions.

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Joanne Marie Ignacio De Lasan
Dashboards and views are not editable anymore. However, if you still have that that option, we don’t recommend you modifying this predefined options.

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Joanne Marie Ignacio De Lasan
So what we recommend is you create a copy and then you make your changes and then save it under a new name.

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Joanne Marie Ignacio De Lasan
So the reason is to help you ensure that your customizations aren’t overwritten when escrow applies future updates.

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Joanne Marie Ignacio De Lasan
So when updating a dashboard or a standard dashboard you you you will actually receive a pop up message recommending you to click save as instead of overwriting the standard dashboard.

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Joanne Marie Ignacio De Lasan
So it looks like this.

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Joanne Marie Ignacio De Lasan
And I know we won’t be able to cover every scenario today, so if you’d like to learn more after the session, escrow’s documentation is a great source and it contains additional information, guidance and dashboards and views.

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Joanne Marie Ignacio De Lasan
There are video tutorials available for you to view and you can access it directly using the links that we have shared with you in the chat so.

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Joanne Marie Ignacio De Lasan
You might want to check those links out.

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Joanne Marie Ignacio De Lasan
As just remember that here you have a search button.

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Joanne Marie Ignacio De Lasan
Here you can ask a I for example how to create a dashboard and you and it will provide you links to the relevant guides.

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Joanne Marie Ignacio De Lasan
So now let’s proceed with a live demonstration.

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Joanne Marie Ignacio De Lasan
Right. So before we get started with the demo, I’ll just like to mention that I’m logged in as an administrator for today’s demo, because this allows me to show you all available options and settings without any permissions restrictions.

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Joanne Marie Ignacio De Lasan
So again, I just want to reiterate, depending on your role, access rights and escrow version, your interface may look slightly different from what you’ll see today.

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Joanne Marie Ignacio De Lasan
And before we start creating anything, let’s just have a quick look at where the dashboards and views are located in the application.

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Joanne Marie Ignacio De Lasan
So under all tabs.

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Joanne Marie Ignacio De Lasan
Click on all tabs.

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Joanne Marie Ignacio De Lasan
Dashboard should be available as one of the tabs there.

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Joanne Marie Ignacio De Lasan
Once you click on the dashboard.

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Joanne Marie Ignacio De Lasan
You will see a list of dashboards available under your permission, so I can see right now five dashboards. So this is an example of dashboard.

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Joanne Marie Ignacio De Lasan
So from this page you have an option to click new if you want to click a dashboard from scratch. You also have an option to delete a dashboard.

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Joanne Marie Ignacio De Lasan
For standard or predefined dashboard, we don’t recommend you deleting it.

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Joanne Marie Ignacio De Lasan
And on the dashboard itself, you have an option to click view which will once you click on that it will route you to the dashboard itself.

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Joanne Marie Ignacio De Lasan
OK.

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Joanne Marie Ignacio De Lasan
And then you have edit if you want to edit the dashboard you have that option as well.

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Joanne Marie Ignacio De Lasan
He.

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Joanne Marie Ignacio De Lasan
And you have duplicates, so this is what we are recommending when creating a dashboard. So you can you duplicate from an existing dashboard.

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Joanne Marie Ignacio De Lasan
So at least you already have the the counters, the name of the dashboard.

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Joanne Marie Ignacio De Lasan
You just have to edit it and save it as a new dashboard and you also have another delete button here.

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Joanne Marie Ignacio De Lasan
So from here from this page you can see the name of the dashboard, the owner of the dashboard owner is the one who created the dashboard.

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Joanne Marie Ignacio De Lasan
Associated workspace.

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Joanne Marie Ignacio De Lasan
So this means that this dashboard here particularly for example AP automation trends is available in the Workspace accounts payable when we’re talking about workspace, this is the workspace.

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Joanne Marie Ignacio De Lasan
Modification date.

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Joanne Marie Ignacio De Lasan
It means that the last modification date was On this date.

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Joanne Marie Ignacio De Lasan
And the creation date is here.

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Joanne Marie Ignacio De Lasan
Public access.

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Joanne Marie Ignacio De Lasan
So as as I’ve mentioned earlier, you can create public and private dashboard so you can see the information here. If it’s a public, public or private. So if it’s a public it will say yes and if it’s a private it will show no.

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Joanne Marie Ignacio De Lasan
And on the right side you have a refresh button here.

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Joanne Marie Ignacio De Lasan
Just refreshing the information here.

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Joanne Marie Ignacio De Lasan
And here you have an edit button where you can create the dashboard.

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Joanne Marie Ignacio De Lasan
And edit a dashboard.

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Joanne Marie Ignacio De Lasan
Here you can export a list of dashboard available in the solution.

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Joanne Marie Ignacio De Lasan
And there is a question mark here.

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Joanne Marie Ignacio De Lasan
So question Mark means that once you click on that, you will be routed to the estrad documentation. And usually this question marks will route you directly to the topic where you selected or click the question mark.

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Joanne Marie Ignacio De Lasan
So that’s a very helpful icon there.

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Joanne Marie Ignacio De Lasan
So whenever you see a question mark in the solution, that’s a help button.

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Joanne Marie Ignacio De Lasan
Right. So that’s for dashboard.

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Joanne Marie Ignacio De Lasan
So within the workspace, such as supplier invoices.

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Joanne Marie Ignacio De Lasan
Here.

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Joanne Marie Ignacio De Lasan
You’ll find the views so the views are this.

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Joanne Marie Ignacio De Lasan
So all invoices is one example of a view.

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Joanne Marie Ignacio De Lasan
Right. So one important thing to note is that the dashboards they rely on views and reports for their data. So before you can build a dashboard, you’ll typically need to have the relevant views and reports already created in the solution because as this provides the information in the counters displayed on the dashboards.

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Joanne Marie Ignacio De Lasan
So with that in mind, let’s start by creating a view.

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Joanne Marie Ignacio De Lasan
Right. So from here from an existing view, I will go to the right side of the page and then click on edit and then create.

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Joanne Marie Ignacio De Lasan
So as mentioned earlier, it’s best practise not to modify the standard views provided by escr and again in the newer version there is no option for you to edit the standard of views.

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Joanne Marie Ignacio De Lasan
So instead create your own and customise it.

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Joanne Marie Ignacio De Lasan
But customise it to suit your requirements. So to do that I just click edit and then create and then. Now you have to name the dashboard or I’m sorry the views that you would like to create.

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Joanne Marie Ignacio De Lasan
So for demonstration purposes I will create.

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Joanne Marie Ignacio De Lasan
A.

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Joanne Marie Ignacio De Lasan
Rename this one to.

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Joanne Marie Ignacio De Lasan
Can that stands for? Know how at noon then all invoices?

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Joanne Marie Ignacio De Lasan
And I would like to see only the non PO invoices for this view.

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Joanne Marie Ignacio De Lasan
And after naming your view you have here the workspace. So you have an option to select where this view will be available.

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Joanne Marie Ignacio De Lasan
Which workspace will it available be available?

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Joanne Marie Ignacio De Lasan
So currently we have several unassigned workspaces here, and there is a default space workspace assigned which is accounts payable.

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Joanne Marie Ignacio De Lasan
However, if you would like this view to be available to other workspace.

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Joanne Marie Ignacio De Lasan
You just click on the workspace and then put it on the right side which is assigned.

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Joanne Marie Ignacio De Lasan
Note that in the boxes you can actually select several items there by clicking or pressing control on your keyboard, and then click on it. So you can put them all on the assigned queue.

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Joanne Marie Ignacio De Lasan
Right. So for the demonstration purposes, I only like it to be assigned to accounts payable.

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Joanne Marie Ignacio De Lasan
Data source. I would like this view to display supplier invoices.

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Joanne Marie Ignacio De Lasan
So the data source remains supplier invoice.

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Joanne Marie Ignacio De Lasan
Search philtres so this is going to philtre the the results that you will see in this view.

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Joanne Marie Ignacio De Lasan
So since I’ve named this one as all invoices non PO invoices, I see the invoice type non PO.

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Joanne Marie Ignacio De Lasan
So from here I will select the field invoice type.

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Joanne Marie Ignacio De Lasan
Equal to non PO invoice.

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Joanne Marie Ignacio De Lasan
Right.

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Joanne Marie Ignacio De Lasan
So there are also search philtres that are free text which is for example supplier name.

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Joanne Marie Ignacio De Lasan
Is equal to.

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Joanne Marie Ignacio De Lasan
So this is some free text since supplier name. Can any be. Can any can be anything.

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Joanne Marie Ignacio De Lasan
But for demonstration purposes I only like to have a search philtre invoice type, non PO invoice.

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Joanne Marie Ignacio De Lasan
Next is the columns, so this is where you select the columns that you would like to be shown in your view.

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Joanne Marie Ignacio De Lasan
So currently we have this number of assigned columns.

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Joanne Marie Ignacio De Lasan
I am happy with those. However, I would like to add an additional information.

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Joanne Marie Ignacio De Lasan
So for example, company code.

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Joanne Marie Ignacio De Lasan
So I would like to add company code, so I’ll search for the company code field, select it and then put it under assign.

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Joanne Marie Ignacio De Lasan
Right, so from here you can also select multiple items or multiple columns.

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Joanne Marie Ignacio De Lasan
And then click them altogether.

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Joanne Marie Ignacio De Lasan
So you don’t have to select them 1 by 1.

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Joanne Marie Ignacio De Lasan
Right. So once you have assigned it, take note that you can actually rearrange the columns.

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Joanne Marie Ignacio De Lasan
So for example, the company code I would like to see it at the the left side or the first part of the column followed by the date and submitted.

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Joanne Marie Ignacio De Lasan
You can also select multiple.

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Joanne Marie Ignacio De Lasan
And then put them down.

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Joanne Marie Ignacio De Lasan
Or rearrange them according to your preference.

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Joanne Marie Ignacio De Lasan
All right.

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Joanne Marie Ignacio De Lasan
So that’s a little bit of tip and shakes there.

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Joanne Marie Ignacio De Lasan
Save your time.

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Joanne Marie Ignacio De Lasan
OK, NEXT is select buttons, so buttons.

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Joanne Marie Ignacio De Lasan
These are the buttons available in your queue. So currently I have these three but I would like to add a recall but recall button in my view, so I’ll just click on that and then from here you can also rearrange your button.

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Joanne Marie Ignacio De Lasan
Right. And sort default sort column. I would like the results to be sorted according to their date and time submitted in Escr so but you can select other sorting option here.

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Joanne Marie Ignacio De Lasan
If you wanna you if you want it in reverse order you can click on that.

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Joanne Marie Ignacio De Lasan
OK. And next are the displayed philtres.

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Joanne Marie Ignacio De Lasan
So displayed philtres are the available philtres for the user to use when searching for records in that particular view.

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Joanne Marie Ignacio De Lasan
So currently we have 4 philtres available.

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Joanne Marie Ignacio De Lasan
If I if you want to add another one, just click on new displayed philtre and then select or set.

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Joanne Marie Ignacio De Lasan
The philtre that you would like to be added.

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Joanne Marie Ignacio De Lasan
Right.

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Joanne Marie Ignacio De Lasan
OK.

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Joanne Marie Ignacio De Lasan
And below that you can select remember last philtres use philtres.

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Joanne Marie Ignacio De Lasan
Adding or allow adding new philtres in the page, so this actually gives the ability for the users to add additional philtre on top of this five philtres, which are already a default defaulted interview.

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Joanne Marie Ignacio De Lasan
You have a refresh button here so automatic refresh interval.

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Joanne Marie Ignacio De Lasan
The next one is counter.

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Joanne Marie Ignacio De Lasan
Which is it will display items in the counter page.

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Joanne Marie Ignacio De Lasan
So for example, you go to the view, it will show you the number of records under that view.

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Joanne Marie Ignacio De Lasan
So you can opt to show the counter in the page.

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Joanne Marie Ignacio De Lasan
You can also label the counter, so for example.

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Joanne Marie Ignacio De Lasan
I would like it to show as number of records, so I’ll just put there counter label.

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Joanne Marie Ignacio De Lasan
Visibility. This is where you can set if it’s a private view or a public view.

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Joanne Marie Ignacio De Lasan
Again, private.

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Joanne Marie Ignacio De Lasan
It’s only visible to you or to the owner or to the creator of the view and public. It’s it’s available to everyone who has access to that workspace.

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Joanne Marie Ignacio De Lasan
Document Preview Enable preview pane.

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Joanne Marie Ignacio De Lasan
This one will give you will give you an option to view the invoice itself.

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Joanne Marie Ignacio De Lasan
From the view view page.

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Joanne Marie Ignacio De Lasan
So for purposes for, for demo purposes, I don’t want the Enable preview pane and now I am happy with the setup of my view.

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Joanne Marie Ignacio De Lasan
So I can click on save.

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Joanne Marie Ignacio De Lasan
Right. So while it’s loading after this you will be routed. Here you go.

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Joanne Marie Ignacio De Lasan
So once you’ve created or save your view, it will automatically route you to the view that you have created and this is the counter that I just enabled and then the counter label number of records. So you will see that there are 34 non PO invoices in this view.

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Joanne Marie Ignacio De Lasan
And these are the philtres that we’ve set.

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Joanne Marie Ignacio De Lasan
And users are able to set another or add another philtre here if required.

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Joanne Marie Ignacio De Lasan
All right. So and also I have here the download documents button and the recall button that I’ve added and the columns that I’ve selected for this view.

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Joanne Marie Ignacio De Lasan
So now we have now that we’ve created our review, we can now move on to creating a dashboard. So as mentioned before.

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Joanne Marie Ignacio De Lasan
As mentioned before, recommended approach is not to modify the standard dashboard provided by escrow.

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Joanne Marie Ignacio De Lasan
So for today’s demonstration, I’ll duplicate an existing dashboard and use that as a basis for our customization.

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Joanne Marie Ignacio De Lasan
Right. So what I’m going to do is I’ll click on the AP specialist dashboard. Click on duplicate.

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Joanne Marie Ignacio De Lasan
Right. So I will build my new dashboard from an existing dashboard which is I find very easy because it actually acts as a guide for you as well. It shows you your options, the available options you have in the dashboard compared to creating it from scratch. However, please feel free to create it from scratch if you prefer it that way.

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Joanne Marie Ignacio De Lasan
Right.

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Joanne Marie Ignacio De Lasan
OK, so from from the dashboard.

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Joanne Marie Ignacio De Lasan
I will.

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Joanne Marie Ignacio De Lasan
Show you the available options. We’ll walk through the toolbar from left to right and explain what function or what each function does, as these are the tools you’ll use when designing and maintaining your dashboard.

0:21:28.257 –> 0:21:31.617
Joanne Marie Ignacio De Lasan
So here you have a quit without saving button.

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Joanne Marie Ignacio De Lasan
Here you you have a save button.

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Joanne Marie Ignacio De Lasan
Save as this is the recommended and then save as private access if you have.

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Joanne Marie Ignacio De Lasan
The permission to create a private.

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Joanne Marie Ignacio De Lasan
Bit dashboard you will have this option.

0:21:50.457 –> 0:21:53.617
Joanne Marie Ignacio De Lasan
Next is the customised dashboard icon.

0:21:53.857 –> 0:22:5.537
Joanne Marie Ignacio De Lasan
So this is where you name your dashboard and also the where that where does that name look will locate will be located in your dashboard.

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Joanne Marie Ignacio De Lasan
So currently it’s name as accounts payable.

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Joanne Marie Ignacio De Lasan
I want to change the name because that’s the the existing name existing dashboard name.

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Joanne Marie Ignacio De Lasan
So I want to change it to accounts payable.

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Joanne Marie Ignacio De Lasan
Can.

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Joanne Marie Ignacio De Lasan
For example.

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Joanne Marie Ignacio De Lasan
Ken.

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Joanne Marie Ignacio De Lasan
And then.

0:22:28.497 –> 0:22:29.297
Joanne Marie Ignacio De Lasan
Click OK.

0:22:31.507 –> 0:22:39.507
Joanne Marie Ignacio De Lasan
And that I I am happy for it to stay on the left top banner this this is the settings for your top banner.

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Joanne Marie Ignacio De Lasan
Do you want an image in your banner?

0:22:42.787 –> 0:22:52.827
Joanne Marie Ignacio De Lasan
And then you can also click on or you can also add a link to that image if you don’t have a predefined images here.

0:22:53.457 –> 0:23:1.577
Joanne Marie Ignacio De Lasan
And then the rests of the settings for your top banner search bar. If you wanna add a search bar here for example.

0:23:3.267 –> 0:23:10.187
Joanne Marie Ignacio De Lasan
I would like the users to be able to search for an invoice number, so I will.

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Joanne Marie Ignacio De Lasan
Put in search invoice number here and then I would like it to be coming from supplier invoices lists.

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Joanne Marie Ignacio De Lasan
Encounters counter font size and then the rests of the settings for your.

0:23:31.297 –> 0:23:39.977
Joanne Marie Ignacio De Lasan
For your dashboard. So I click OK there. So as you can see I have already renamed my dashboard to accounts payable can too.

0:23:41.17 –> 0:23:44.97
Joanne Marie Ignacio De Lasan
This is the search bar that I just added.

0:23:44.777 –> 0:23:58.17
Joanne Marie Ignacio De Lasan
So I so the users will be able to search for invoice numbers and on the right side usually we put the buttons on the right side so it’s easily accessible and visible to the users.

0:23:58.417 –> 0:24:4.177
Joanne Marie Ignacio De Lasan
So you can, if you have an existing buttons here you can actually edit those.

0:24:6.47 –> 0:24:10.847
Joanne Marie Ignacio De Lasan
Or delete those buttons if you don’t need it for the new dashboard. OK.

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Joanne Marie Ignacio De Lasan
So for demo demonstration purposes, I’ll create a new one.

0:24:16.327 –> 0:24:17.807
Joanne Marie Ignacio De Lasan
So I will create.

0:24:19.507 –> 0:24:21.547
Joanne Marie Ignacio De Lasan
Upload so you name your.

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Joanne Marie Ignacio De Lasan
Or you label your button statement.

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Joanne Marie Ignacio De Lasan
OK, you can select from from the icons here.

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Joanne Marie Ignacio De Lasan
So I would like to use this icon and I would like to open up a process.

0:24:41.847 –> 0:24:47.807
Joanne Marie Ignacio De Lasan
What kind of process this is for a supplier statement reconciliation.

0:24:49.327 –> 0:24:58.807
Joanne Marie Ignacio De Lasan
Sorry I have the clue version 2 here because there’s another one process user advanced parameter and expand border on Hoover.

0:24:58.847 –> 0:25:2.87
Joanne Marie Ignacio De Lasan
These are very optional for today.

0:25:2.127 –> 0:25:4.607
Joanne Marie Ignacio De Lasan
I will click on this one click OK.

0:25:7.407 –> 0:25:9.47
Joanne Marie Ignacio De Lasan
Yep. So I have that already.

0:25:9.47 –> 0:25:12.87
Joanne Marie Ignacio De Lasan
And then you can click on add a counter.

0:25:15.77 –> 0:25:21.397
Joanne Marie Ignacio De Lasan
And now add a counter is for you to be able to pull the data from the view that you just created.

0:25:21.437 –> 0:25:24.117
Joanne Marie Ignacio De Lasan
So I would like to create a view from the.

0:25:24.597 –> 0:25:39.637
Joanne Marie Ignacio De Lasan
I would like to create a counter from the view that I just created which is scan all invoices, non PO invoices and then I’m happy with that label. You also have options to refresh interval and then all the other.

0:25:40.427 –> 0:25:44.507
Joanne Marie Ignacio De Lasan
Options here. Warning indicator level one, it means that.

0:25:44.937 –> 0:25:47.377
Joanne Marie Ignacio De Lasan
If the if the.

0:25:48.897 –> 0:25:51.657
Joanne Marie Ignacio De Lasan
The information is more than one.

0:25:51.737 –> 0:25:58.697
Joanne Marie Ignacio De Lasan
It will change the colour and then if the data is more than 15 it will change to another colour.

0:25:58.697 –> 0:26:8.17
Joanne Marie Ignacio De Lasan
So this is just an additional warning for the users that hey, you have this number of records that you have been actioned. Please action on it.

0:26:8.257 –> 0:26:15.217
Joanne Marie Ignacio De Lasan
So under counter type you can select different type of counter.

0:26:15.217 –> 0:26:20.257
Joanne Marie Ignacio De Lasan
So for now I would just have to create like to select the type count.

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Joanne Marie Ignacio De Lasan
Click OK.

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Joanne Marie Ignacio De Lasan
And then you have added your your counter here.

0:26:28.657 –> 0:26:42.257
Joanne Marie Ignacio De Lasan
So from this view you have other options which is delete pane you want to delete. The whole thing you click on delete pane, add a button like on top add a counter a chart.

0:26:43.137 –> 0:26:45.777
Joanne Marie Ignacio De Lasan
You can also add a chart which is below.

0:26:45.777 –> 0:26:47.697
Joanne Marie Ignacio De Lasan
Here these are examples of charts.

0:26:47.697 –> 0:26:54.817
Joanne Marie Ignacio De Lasan
So charts are coming from the reports or existing reports that you have created in your solution.

0:26:55.547 –> 0:26:55.827
Joanne Marie Ignacio De Lasan
So.

0:26:57.577 –> 0:27:2.297
Joanne Marie Ignacio De Lasan
So since we’re running out of time, this is an example of create a chart.

0:27:2.657 –> 0:27:14.897
Joanne Marie Ignacio De Lasan
So once you click on edit, you can actually select an associated report here and then you can label the chart and then just select the other options for that.

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Joanne Marie Ignacio De Lasan
Right.

0:27:20.497 –> 0:27:26.537
Joanne Marie Ignacio De Lasan
And from here suka you can also add conversations, add a view and also add a pane.

0:27:27.657 –> 0:27:33.377
Joanne Marie Ignacio De Lasan
Right, so I am happy with my dashboard here.

0:27:33.377 –> 0:27:36.777
Joanne Marie Ignacio De Lasan
So what I’m gonna do is I’m going to click on save as.

0:27:37.577 –> 0:28:0.417
Joanne Marie Ignacio De Lasan
And then I will name this one as AP Specialist dashboard can associated workspace. I would like it to be available in the accounts payable workspace and since the dashboards are assigned to each profile here, this is the portion where you select which profile should be able to see this dashboard.

0:28:0.737 –> 0:28:6.297
Joanne Marie Ignacio De Lasan
So for this demo I would like administrator and AP specialist to see this dashboard.

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Joanne Marie Ignacio De Lasan
Click OK.

0:28:9.267 –> 0:28:15.707
Joanne Marie Ignacio De Lasan
And it will save your your dashboard and it’s now ready for the users too.

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Joanne Marie Ignacio De Lasan
Use it.

0:28:20.877 –> 0:28:21.477
Joanne Marie Ignacio De Lasan
Right.

0:28:22.17 –> 0:28:26.457
Joanne Marie Ignacio De Lasan
So here this is an example of. Just click on the search.

0:28:27.257 –> 0:28:29.337
Joanne Marie Ignacio De Lasan
Searching for invoices.

0:28:30.17 –> 0:28:32.817
Joanne Marie Ignacio De Lasan
So the users can use this to search for invoices.

0:28:35.377 –> 0:28:35.977
Joanne Marie Ignacio De Lasan
OK.

0:28:36.497 –> 0:28:48.817
Joanne Marie Ignacio De Lasan
So that is how you create a dashboard and again if you need help for creating a dashboard there is an A question mark here. In order for you to be routed to an documentation.

0:28:50.217 –> 0:28:51.297
Joanne Marie Ignacio De Lasan
And lastly.

0:28:52.617 –> 0:28:57.737
Joanne Marie Ignacio De Lasan
Lastly, I would like to show you that you can actually schedule a dashboard.

0:28:57.737 –> 0:29:7.817
Joanne Marie Ignacio De Lasan
So scheduling a dashboard, it means that the dashboard results whatever you see in the dashboard will actually be sent to your e-mail.

0:29:9.987 –> 0:29:20.187
Joanne Marie Ignacio De Lasan
So here it will automatically be sent to your e-mail. If you would like it to be sent via e-mail. If you don’t have any time to log into escrow solution.

0:29:20.547 –> 0:29:31.907
Joanne Marie Ignacio De Lasan
So from the setup you go to transport setup and then schedule task and then just select schedule dashboard and then you set the task scheduling.

0:29:34.287 –> 0:29:44.647
Joanne Marie Ignacio De Lasan
Yep, and that is it for creating the dashboard and views and also scheduling dashboards.

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Joanne Marie Ignacio De Lasan
Yep, that is all.

0:29:49.987 –> 0:30:10.307
Joanne Marie Ignacio De Lasan
Do we have any questions that I’m sorry if we don’t have enough time, but if you have any questions, please feel free to post it here or you may e-mail us. Ty and Joe for any questions and then we can get back to you via e-mail.

0:30:15.687 –> 0:30:16.87
Joanne Marie Ignacio De Lasan
OK.

0:30:16.927 –> 0:30:20.47
Joanne Marie Ignacio De Lasan
No questions there so.

0:30:20.597 –> 0:30:20.717
Joanne Marie Ignacio De Lasan
Umm.

0:30:21.837 –> 0:30:23.997
Joanne Marie Ignacio De Lasan
Yep, we’ll just have to.

0:30:23.997 –> 0:30:26.677
Joanne Marie Ignacio De Lasan
We’ll just share with you the.

0:30:30.887 –> 0:30:32.647
Joanne Marie Ignacio De Lasan
Yep. So there is some.

0:30:32.807 –> 0:30:33.847
Joanne Marie Ignacio De Lasan
The survey.

0:30:33.847 –> 0:30:38.407
Joanne Marie Ignacio De Lasan
The survey so thanks so much for taking time to join us today, so I hope you find it.

0:30:39.207 –> 0:30:41.7
Joanne Marie Ignacio De Lasan
Find it very informative.

0:30:41.7 –> 0:30:50.167
Joanne Marie Ignacio De Lasan
I know it’s a bit fast, but please feel free to contact the customer success team here at Fujifilm Business Innovation and then we’ll be able to assist you anytime.

0:30:50.167 –> 0:30:55.807
Joanne Marie Ignacio De Lasan
So we’d really like or appreciate your feedback, so please take a moment to complete the survey.

0:30:56.607 –> 0:30:59.287
Joanne Marie Ignacio De Lasan
And before 25th of August, 5:00 PM.

0:31:0.397 –> 0:31:4.197
Joanne Marie Ignacio De Lasan
Thank you very much and have a good day everyone.