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The true power of our KPI Reports is that you can create your own KPI Reports that suit your needs. Like amending the HTML5 screens, you can create your own KPI reports.
Two methods exist to create a new KPI report:
By copying and reconfiguring existing reports
By creating a new report
If you don’t like reading, you can watch the video.
Try it!
Copying existing reports
The easiest way to create your own KPI report is to copy an existing report and reconfigure it slightly to address your needs.
Open a report from the KPI drop-down menu
Select the Copy Page icon in the top right corner of the HTML5 screen
Add a new Page Title (this is the name that will display on the menu under My KPIs)
You can use the same name as your Page Name (this is the internal file name)
Note: The Page Name cannot have any spaces in the name.
Select the Copy Design As drop-down and select a design. You can select New KPI
Select OK
A pop-up message will appear, confirming that it has been copied. Select OK
The copied KPI report will now be visible in the My KPIs drop-down
Note: The graph was copied over to your My KPIs reports, but nothing has been configured.
Next, you must open the copied report under My KPIs and start configuring it according to your needs
Select the Edit Chart option under the Chart Context Menu
The Edit Chart Properties (New KPI) screen will open
Various options are available at the top of the screen to edit the copied report
o General – change the Chart Title and Chart Type
Note: All chart types do not necessarily address your need. Select the chart type that will best display the data.
o Axes – these settings allow you to add X-Axis and Y-Axis names to your chart. The Legend Name is visible at the bottom of the chart.
o Drilldown – all FASTTRACK WMS data is stored and available in the database therefore you can create some drill-down functionality by writing your own SQL Stored Procedures.
o Date Range Selector – this is used to change the data range of the report
To change the report from a Month to Date to a Week to Date report you can select the WTD button
o Additional – this screen allows you to set the auto-refresh intervals of the graphs. This is usually used when you create Dashboards that are visible on the warehouse floor
Once you have made all your changes you can select OK to save the changes
The copied graph with the new settings will be available under the My KPIs drop-down
Creating a new report
You can also create your own KPI reports from scratch. This option will not copy any report from existing reports but allows you to create your own reports by writing your own SQL Stored Procedures.
Note: This is a more advanced method of creating KPI reports, and you must be able to write your own SQL Stored Procedures. Writing Stored Procedures is more advanced and not covered in this user guide.
Select the Design button at the bottom of the screen
Select New KPI
The Add Chart Properties (New KPI) screen will open
Again, various options are available at the top of the screen to edit the report:
o General – add the Chart Title and select the Chart Type
If you select the Use Existing KPI checkbox, then you can select one of the existing KPI’s stored procedures. If you select the checkbox a list of all existing KPI reports will appear in a drop-down list.
However, because you are writing your own Stored Procedure you can leave this unchecked and add your SQL Stored Procedure name in the Procedure Name field
Note: Ensure the spelling is correct.
The system will automatically detect if any parameters are included in your Stored Procedure and the option to add those will appear. Select +Add to add the parameters.
o Axes - these settings allow you to add X-Axis and Y-Axis names to your chart. The Legend Name is visible at the bottom of the chart.
o Drilldown – as all the data is stored and available in the database you can create some drill-down functionality by writing your own SQL Stored Procedures
o Date Range Selector – this is used to change the data range of the report. To change the report from a Month to Date to a Week to Date report you can select the WTD button
o Additional – this screen allows you to set the auto-refresh intervals of the graphs. This is usually used when you create Dashboards that are visible on the warehouse floor
Once you have configured all your settings you can Preview your new KPI chart. Select Preview
Select OK
Select Save Page at the top right of the screen
A pop-up will appear asking you to add a Page Title (this is the name that will display on the menu under My KPIs) and Page Name (this is the Internal file name)
Note: The Page Name cannot have any spaces in the name.
You have the option to add your chart to the Welcome Dashboard page by checking the Set as Welcome Dashboard checkbox. Your new KPI report will be visible on the Welcome Dashboard when launching the HTML 5 KPI screen
