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View dashboards

Dashboards allow users to see a variety of data in a single page, using tables or a wide range of charts. This topic describes the steps required to view dashboards.

View dashboards

  1. Select the Main Menu icon.

  2. Select My Networks.
  3. Select a [SOM Network] from the Select your Network drop-down in the header.
  4. Select a Partner or location from the Select your Partner or Location drop-down in the header.
  5. Select Go.

  6. Select Dashboards from the side menu.

  7. Select the desired dashboard from the left menu:

    • Receiving Operations – Location Summary Dashboard – Provides a summary of receiving activities by warehouse or location for a selected period, including receiving sessions, processed serial numbers, pass and fail counts, received shipments, and operator activity.

    • Receiving Operations – User Activity Dashboard – Provides insights into operator performance for receiving operations, including completed receiving sessions, processed serial numbers, pass and fail rates, and received shipments.

    • Receiving Operations – Scan Activity Dashboard – Provides detailed insights into serial number scanning activities, including scan volumes, processing trends, average scans per session, and throughput metrics.

    • Receiving Operations – Error Summary Dashboard – Summarizes receiving operation failures by error type for a selected period, including the frequency and percentage of each error category to help identify the most common issues affecting receiving efficiency and data quality.

    • Receiving Operations – Reconciliation Summary Dashboard – Provides a summary of quantity reconciliation results for receiving sessions against associated shipments, enabling a consolidated view of receiving accuracy and performance.

Tips

Dashboard details

This is derived from the Receiving Operations – Location Summary Report and displays the following:

  • Session Activity by Location – Shows the count of receiving operations and deliveries processed for a given location.

  • Scan Activity by Location – Shows the count of successful and failed serial number scans for a location.

This is derived from the Receiving Operations – User Activity Report and displays the following:

  • Session Activity by User – Shows the count of receiving operations and deliveries processed performed by a user.

  • Scan Activity by User – Shows the count of successful and failed serial number scans performed by a user.

This is derived from the Receiving Operations – Scan Activity Report and displays the following:

  • Session Activity by Date – Shows the count of receiving operations and deliveries processed on a given date.

  • Scan Activity by Date – Shows the count of successful and failed serial number scans on a given date.

This is derived from the Receiving Operations – Error Summary Report and displays the following:

  • Error message – Shows the count of error messages based on the error type.

This is derived from the Receiving Operations – Reconciliation Summary Report and displays the following:

  • Reconciliation Summary by User – Shows the count of expected and received serial numbers scanned by the user.

    The Expected Quantity is calculated from the quantity specified in the purchase order line items (Order Items) in the inbound electronic file. The Received Quantity is calculated from the number of items that are scanned and received.

    In some distribution scenarios, such as 340B ADM (Administered Distribution Model) transfers, the inbound file contains serialized packaging information but may not include Order Items. Because there are no Order Items from which to calculate the expected quantity, the Expected Quantity displays as 0. The Received Quantity continues to reflect the actual number of items scanned and received.

    For example, if the inbound file contains no Order Items and two items are scanned and received, the report displays Expected Quantity: 0 and Received Quantity: 2.

  • Reconciliation Summary by Location – Shows the count of expected and received serial numbers scanned for a location.