How to Navigate to the Dashboard:

To navigate to the dashboard, navigate through Customization > Scripting > Scripts and click on Scripts.

Look for the [REED] BDC-V Dashboard SL script:

Click on the “Deployments” field for that script.
 

The page above will load. There should be a released deployment for that script. Click on “View.”

The Script Deployment page will open. Click on the URL.
 

This will open up the dashboard.

Note: Please copy the URL in your browser window and save it into your shortcuts portlet as a shortcut. This way you can navigate to it easily.
 

Understanding the Dashboard:

The Vendor Bank Details Approval app comes with a dashboard for easy navigation and auditing.

There are several key components to the dashboard:

1. The Pending Bank Details, Pending Vendors and Recent Audit Logs cards:

1. Pending Bank Details: This shows you the number of Vendor Bank Details Records that are pending approval. If you click on the hyperlinked number, it will take you to a list of the records.
2. Pending Vendors: This shows you the list of vendors requiring approval. If you click on the hyperlinked number then you will be taken to a list of the vendors pending approval.
3. Recent Audit Logs: The Vendor Bank Details Approval App stores a log of creations and edits (if enabled) to the vendor and vendor bank details records. Clicking on this number will take you to a saved search of those audit logs.
   
   The audit logs saved search looks like the below:

2. Bank Detail Creates and Edits per Week Graph and Vendor Creates and Edits per Week Graph:
 

This shows you a visual breakdown of the number of creation and edit events on vendor bank detail records. Please note that the create and edit events to a bank details record will be tracked even if in your configuration of this app you have told it to only require approvals on one of them or none of them.
 

This shows you a visual breakdown of the create and edit events on vendor records. Please note that the create and edit events to a vendor record will be tracked even if in your configuration of this app you have told it to only require approvals on one of them or none of them.

3. Top 5 People Changing BankDetails (Last 3 Months) and Top 5 People Changing Vendors (Last 3 Months)
 

This graph shows you the top 5 people by number of edits to vendor bank details records over the last 3 months.

This graph shows you the top 5 people by number of edits to a vendor record over the last 3 months.

4. Average Time to Approve Graph:
 

This graph will track the average number of days taking to approve records over time.