The Dashboard Page

The Exceptions Dashboard displays data that summarizes the status of exception records belonging to you and other users.

Note: You can only view others' data if you have modify permissions.

Status data includes the following:

  • The total number of exceptions
  • The number and percentage of exceptions that have been approved versus those that remain unapproved
  • The selected user's progress each day, week, or month
  • Exception record approval progress by dataflow and stages within the dataflow
Note: The progress charts for user and dataflow will not appear if you have turned off progress tracking on the Business Steward Settings page of Management Console.
  1. On the Dashboard tab, select the user whose exception activity you would like to view in the first drop-down box highlighted below.
    Note: Only users who currently have exceptions assigned to them will appear in this list.
    User and setting selections on the Dashboard tab.
  2. Click the Settings cog wheel (shown in the second drop-down box highlighted above) to select a duration of days, weeks, or months.
  3. Enter search criteria in the Filter field to narrow the list of dataflows or subset of dataflows.
    Note: The search term must be included in the dataflow name.