T4 Dashboard

The new T4 Dashboard is a customizable, multi-dashboard workspace that lets you build, organize, and share operational views using widgets. Widgets let you surface snapshots of data (tables/grids) and visualizations (charts) so you can see the information you need at a glance without navigating away. The new experience replaces the old single dashboard and supports multiple dashboards for different workflows or teams.

1 — Welcome / Welcome Tour panel
This panel is the Welcome Tour, which is the default content on the Welcome Dashboard. It highlights the key Dashboard actions you should explore initially: Add Widgets, Drag & Drop, Resize Widgets, Share Widgets, and create Multiple Dashboards. If you’re new, this page is designed to guide you through the basic workflow and showcase the types of widgets and layouts you can create.

2 — Dashboard tabs (example: Welcome Dashboard / Default Searches)
These are your dashboard tabs. Each tab represents a distinct dashboard (for example: Welcome Dashboard, Default Searches). Click on a tab to open the corresponding dashboard. The tabs display the name of the dashboard along with a three-dot menu for dashboard-level actions such as renaming, duplicating, deleting, and more. The release includes a Default Searches Dashboard to facilitate the initial setup of your layouts, as well as a Migrated Dashboard where your previously saved widgets are located following the upgrade.

3 — “+” (create a new dashboard)
Click the small + tab located to the right of the existing tabs to create a new dashboard. This procedure allows for the creation of separate dashboards for daily operations, exceptions, reconciliation, or any other workflow. The user interface supports the creation of multiple dashboards to accommodate different workflows.

4 — Add widget (top-right plus button)
Click the circular + icon to Add Widget to the currently open dashboard. The Add Widget process utilizes saved searches (or default searches) to enable rapid widget creation. The typical steps following the selection of the Add control are as follows:

• Select a saved search (or a default system search).
• Choose either the Data or the Visualization widget type.
• For data widgets, please select the columns (if available). For visualization widgets, access the configuration to specify the metric, aggregation, and time range.
• Position and resize the widget on the dashboard. Widgets are saved automatically.

5 — Widget Shares (Pending / History) 
The envelope icon located at the top-right corner opens the Widget Shares dialog, which serves as the repository for widgets shared with you by other users. This dialog includes two tabs:

• Pending — widgets that have been shared with you and require your attention.
• History — a log of all widgets previously shared with you, including those accepted, declined, or viewed.

6 — Configure Columns (top-right grid icon)
The Column Configuration icon lets you choose which columns appear in the Nominations, Schedules or Tickets widget. It shows side-by-side panels with a scrollable list of available columns and a checkbox for each.

Types of Widgets

Below we are going to cover three different types of Widgets that the Dashboard will have available for you to configure.

Data Widgets

Data Widgets are unique in that it’s the only widget type “linked” to the drawer preferences and uses the carriers selected in the drawer and Search criteria within the widgets to show information (See Figure 2). You can filter your results using the drawer and its available for the following:

• Nominations
• Schedules
• Tickets

Data Visualizations

These are preset charts for Ticket Totals and Schedule Volumes and are configurable by a variety of variables (i.e. Location, Line). Below are the Data Visualizations available:

• Ticket Counter
  • This is the Total Sum of Tickets
  • Bar charts
• Schedule Volume Counter
  • Total Scheduled Volume by Location (Receipts & Deliveries)
  • Bar Charts

Saved Search Widgets

This is our most customizable and flexible widget with tons of new features. The new saved search widget will give you the ability to create a new saved search from scratch and place that saved search as a Widget on the Dashboard. Saved Searches can be created from the drawer or from the upgraded Dashboard. Saved Searches are automatically added to the Widget Library and supported for:

• Nominations
• Schedules
• Tickets

Configuring your dashboard

Edit Dashboard Button

Click the Edit Dashboard button to configure your Dashboard. Editing your Dashboard will let you do the following:

• Adjust the size, shape, and position of widgets
• Create customized widgets from Saved Searches
• Add Data Visualization Widgets that track Ticket Counts and Scheduled Volumes
• Add, Remove, and Order data columns for each widget

Edit Dashboard Mode

Below are some of the elements you will see when you are in Edit Dashboard mode and this is how your Dashboard is going to display when in edit mode.

1. This is the title of the widget. It’s located on top of each widget on the Dashboard and on each widget card in the Widget Library on the right.
   1. Saved Search Widgets will be titled after the saved search
   2. The name of the widget cards on the right will be the title of the widgets
2. Configure Widget Button – Will let you configure the widget
   1. Height
   2. Width
   3. Content (Depending on the type of Widget you are configuring)
3. Delete Widget – This icon will let you delete the Widget from the Dashboard
4. All the highlighted sections in (See Figure 4) are where the following are located:
   1. Save Search Widgets
   2. Default Widgets
   3. Data Visualization Widgets

Please note: If a widget is in use it will have a checkmark right next to the widget card.

5. This is where you can create a new Saved Search right from your Dashboard

Adding the Widget

Before you can configure a new widget, you will need to drag the widget to the Dashboard (See Figure 5). You have 2 options when you are dragging the Widget:

1. You can add the widget to the top of the widget Dashboard
2. You can add the widget to the bottom of the widget Dashboard

Please note, you can have up to 8 widgets on the Dashboard.

When you are in Edit mode on the Dashboard, you can move your Widgets around (See Figure 6) to organize them so the most relevant data is easily visible for you. To go back and view your Dashboard and configured data, click on View Dashboard.  

Configuring Widgets – A Closer Look

Below we are going to cover the different types of Widgets in (Figure 7) that the Dashboard will have available for you to configure.

Nom Search Widget

With the Nom Search widget, please keep in mind that it is linked to the drawer preferences and you can filter your results using the Drawer.

Configure Nom Search Widget

1. To configure this widget, click on Edit Dashboard.
2. Click on Configure Widget inside of the Nom Search- Drawer Widget
3. Select the Widget Height and Width that you would like to use for your Widget (See Figure 8)

Figure 9 is a representation of the Nom Search Widget. When you are inside of the Widget you can manage the Nomination. When you click on the  icon you will have the ability to:

• Search for the Batch
• Edit/Copy/View Nomination
• View History

Below is a list of components and functionality in the Nom Search – Drawer widget:

1. Display up to 25 nominations on this widget
2. Sort by Batch code
3. Clicking on the three dots will give you the ability to:
   1. Search for the Batch
   2. Edit/Copy/View Nomination
   3. View Attachments/Remarks
   4. View History
4. Search nominations by time frame
   1. Current Month
   2. Next 10-day movement
   3. Next 30-day movement
   4. Current Month
   5. Next Month

You can also see Batch Remarks on this module for your Nominations.

Please note, this widget is also available for Tickets and Schedules.

Schedule Search – Drawer

With the Schedule Search widget that we see below, please keep in mind that it is linked to the drawer preferences and you can filter your results using the Drawer. Please note, this widget is also available for Tickets and Nom Searches.

Configure Schedule Search

1. To configure this widget (See Figure 10), click on Edit Dashboard.
2. Click on Configure Widget inside of the Schedule Search- Drawer Widget
3. Select the Widget Height and Width that you would like to use for your Widget (See Figure 10)
4. Select or Move the Columns you would like to show up on your Schedule Search Results
5. Click Save & Close once done configuring the Widget

1. Display up to 25 Schedules on this widget
2. Filter your results by Line
3. Search for different Time Frames
   1. Next 10-Day Movement
   2. Next 30-Day Movement
   3. Current Month
   4. Past Month
4. Can sort your results by: Start Date & Line.

Ticket Search – Drawer

With the Schedule Search widget that we see below, please keep in mind that it is linked to the drawer preferences and you can filter your results using the Drawer. Please note, this widget is also available for Schedules and Nom Searches.

Configure Ticket Search

1. To configure this widget, click on Edit Dashboard.
2. Click on Configure Widget inside of the Ticket Search Widget
3. Select the Widget Height and Width that you would like to use for your Widget (See Figure 12)
4. Select or move the Columns you would like to show up on your Ticket Search Results
5. Click Save & Close once done configuring

Figure 13 is a representation of what the Ticket Search looks like once it has been configured.

Please keep in mind that you can filter the results in the Widget by:

1. Location
2. Created on
   • Last 24 hours
   • Past 3 Days
   • Past 7 Days
   • Current Month
   • Past Month
3. Stop Date
4. Display up to 25 Schedules on this widget

Ticket Volume by Carrier

This is a bar chart that visualizes the total volume for receipt and delivery tickets by the carrier.

Configure Ticket Volume by Carrier

1. Click on Configure Widget inside of the Configure Ticket Volume by Carrier Widget.
2. When you click configure, you will need to select the carriers whose totals for receipts and Deliveries you would like to see (see Figure 14) and click on Save & Close.
3. If you would like to see specific Receipt and Delivery numbers for a specific location inside the widget, you can enter the location in the Location Box. Please keep in mind that this location box has a type-ahead feature so you don’t have to memorize the location code.
4. To view different time frames, you can select from the “Created on” drop-down. Inside of the Schedule Volume by Location Widget, you can select different start dates for these movements:

• Next 10-day movement
• Next 30-day movement
• Current Month

Schedule Volume by Location

This is a preset chart for Volume Totals and is configurable by a variety of variables (i.e. Location, Shipper, SCD, Line). This widget allows you to view your Total Scheduled Volume by Location (Receipts & Deliveries) in a Bar chart format.

Configure Schedule Volume by Location

1. To configure this widget, click on Edit Dashboard.
2. Click on Configure Widget inside of the Schedule Volume Tracker Widget
3. You will need to enter the Locations to track the scheduled Volumes for receipts and Deliveries you would like to see (see Figure 16). Enter the following information to filter your results:
   1. Shipper
   2. SCD
   3. Line

4. Inside of the Schedule Volume by Location Widget, you can select different start dates for these movements:

• Next 10-day movement
• Next 30-day movement
• Current Month

Figure 17 is a representation of what a Schedule Volume by Location Widget looks like on the Dashboard once it has been configured.

Saved Search Widget

The saved search widget will give you the ability to use your Nomination, Ticket, and Schedule saved searches as widgets within the dashboard. Your most used saved searches will now be available as soon as you log in!

Figure 21 shows where your new saved searches are going to show up for you when you are in edit mode.

Reminder: Saved Searches are also available by accessing your Drawer.

Creating a New Saved Search Widget

1. To create a new saved search widget, click on Edit Dashboard.
2. Click “Create New Save Search Widget” (See Figure 18) and this will give you the options to create your Saved Search.
3. To configure the new saved search, you will need to select:
   1. Search Type (Nominations, Schedules, or Tickets) See Figure 19
   2. Name your Search
   3. Select your Search Criteria (See Figure 20)
      1. To add multiple criteria to your search, you will need to reuse the “Add New Criteria” dropdown box.
   4. Once you have selected the criteria that you would like to appear in your saved search, click on Save & Close once done configuring
   5. Once the widget has been added, the widget will appear on the Dashboard and under Save Search Widgets (See Figure 21).