User Guide

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  • Welcome to the Cleo Dashboards
    • Need Help?
  • Getting Started with Reports
    • Working with the Dashboard Menu, Administrator & User views
    • Users and Roles (and their visible reports)
    • Standard Reports & Dashboards
      • Dashboard Reports
        • EDI Dashboard
        • System Health
          • System Queue
          • System Status
          • Resource Monitors
          • Business Process Last Run
          • Business Process Schedule List
        • Transfers Dashboard
        • CIS Dashboard
      • EDI Reports
        • Interchange
        • Group
        • Message
        • Document History
          • Configure Cleo Clarify to include reference data in your Ruleset
          • Configure EEI to add a Dashboard Search Code to your Message Class
        • Message Inquiry Inbound
        • Message Inquiry Outbound
        • SAP
        • Trading Partner
          • Trading Partner Details
        • Late Acknowledgement
        • FA Reconciliation
      • Data Transfer Reports
        • SLA report
        • SLA Summary
        • Transfer
        • Transfer Summary
        • CIS Transfers
        • CIS Transfer Summary
    • Working in Reports
      • Filtering Reports
      • Viewing raw EDI data
      • Reprocessing records
    • Scheduling Reports
      • Setup a Message Queue
      • Scheduled Report Parameters
    • Managing Data Sources
      • Post-Install Configuration
      • Selecting a Data Source
  • Managing Dashboard Security
    • Security Interface
      • Manage Application Users
      • Assign User Roles
      • Manage Menu Options
      • Assign Menu Options to Roles
      • Manage Application Security
      • Manage user passwords
    • Customization example: Create Custom Dashboard Experience with Access to the Doc History Report
    • Cross reference tool: Application and Menu Option IDs to actual resource names
  • Enabling HTTPS support for the Cleo Dashboards
  • Creating Custom Reports and Dashboards using Self Service
    • Selecting Datasets
    • Understanding and using the Design Menus
      • Display
      • Dimensions
      • Columns
      • Filters
      • Calcs
      • Options
      • Dashboards
    • Designing your reports
  • Partner Management
    • Prerequisite: Template Projects must already exist and be deployed
    • Synchronize Route Data
    • Creating Partners (and their associated routes)
    • Routes Menu
    • Template Route Usage menu