Troubleshoot a problem

To see the contents of a report or dashboard in a solution, you must have a role for that solution that includes access to the report or dashboard in the side menu and the data displayed in the report or dashboard. If you can select the report or dashboard, but it is empty, then your role does not have access to the data. Contact your Administrator for assistance in finding the correct role.

Administrators assign roles that limit users' access to different functions. Depending on the role assigned, users might not see certain items in the main menu, network composer, or side menu. If you cannot see an item that you should see based on a role, verify that you are assigned the correct role. If you still cannot see the appropriate menu items, work with your System Administrator to ensure that you are assigned the correct roles and permissions.

If you are looking for an item you added or for the edits you made to an item, you might not see them right away. A banner message displays that confirms your updates will display shortly. If you want to see the updates, wait a minute or two before refreshing the page, and your updates will be reflected.

Google Chrome provides the most stable and optimized experience for OPUS.

If you prefer to use Microsoft Edge, TraceLink recommends updating the browser settings to prevent performance throttling.

Optimize for Performance

To make sure OPUS session stays active in the background during periods of inactivity.

1. Open Microsoft Edge.

2. Select the Settings and more icon (...) in the top-right corner.

3. Select Settings.

4. Select System and performance.

5. Select Performance.

6. Locate the Always keep these sites active section.

7. Select Add site.

8. Enter https://opus.tracelink.com.

9. Click Add.

Manage Enhanced Security

To make sure the browser's security filters allow the platform's advanced interactive features to run without interruption.

1. Select the Settings and more icon (...) in the top-right corner.

2. Select Settings.

3. Select Privacy, search, and services.

4. Select Security.

5. Select Enhance your security on the web.

6. Select Site preferences for enhanced security.

7. In the Never use enhanced security for these sites section, select Add site.

8. Enter https://opus.tracelink.com.

9. Click Add.

Enable Advanced Process Isolation

Enable dedicated OPUS Platform processing to optimize browser memory and resource handling.

1. Open Microsoft Edge.

2. In the Microsoft Edge address bar, enter edge://flags.

3. Search for Strict-Origin-Isolation, and set the flag to Enabled.

4. Search for Origin-keyed Processes by default, and set the flag to Enabled.

5. Select Restart to apply the changes.

Are these changes safe?

These changes are safe:

• Applies only to OPUS – The updates affect only https://opus.tracelink.com/. All other sites remain unchanged.

• Security protections remain active – Antivirus, firewall, and Microsoft Defender SmartScreen continue to run.

• Improves performance – Enhanced Security disables Just-In-Time (JIT) compilation, which can reduce performance for OPUS.

• Uses standard browser behavior – This change restores Microsoft Edge to standard performance mode for a trusted site.

If a report does not display the expected data, review the following:

• Ensure the From Attribute and To Attribute contain matching values. Data is returned only when these fields store the same reference values.

  Example: If a Purchase Order uses Order Number and the related acknowledgement uses Reference Order Number, both fields must contain the same value (e.g. 12345) for the records to be linked.

• Ensure the selected Direction matches how the data is referenced between objects.

• Select fields that represent the same data across objects (for example, Order Number and Reference Order Number).

• Ensure the selected objects are actually related through the chosen fields.

• Verify that data exists in both objects for the selected report criteria.

• Ensure the query object is in the Released state.

After making updates, save the query object (if changes are made) and re-run the report.

If data is not displayed, verify the following at the query object level:

• The query object returns data based on the selected objects and relationships.

• Data exists in the selected business objects for the given criteria.

• The query object is in the Released state.

If a query object cannot be edited, verify that the query object is in the Edit state. Query objects in the Released state cannot be modified directly. To make changes, create a new version of the query object and update it in the Edit state.

If changes are not reflected, verify that the query object was updated in the Edit state and saved successfully. If the query object was previously released, ensure that a new version was created before making changes.

If a report does not display data, verify the following at the report level:

• The report returns data when run independently.

• Report criteria such as Process Network, Partners, or date ranges are not restricting the data.

• All required filter values are selected before applying the filters.

If filters do not update all results, verify the following:

• The selected filters are based on fields that exist in the report.

• All required filter values are selected and applied.

Filters apply only to data elements that contain the selected fields.

Reports may load slowly when all available columns are selected in the Report Criteria, especially in reports with a large number of columns. Selecting all columns increases the amount of data the system must retrieve and display. To improve performance, select only the columns required for your use case.

If a report displays incorrect rows or shows unrelated data from two or more lists, the lists may not be mapped correctly. Use the Column Mapper section in Report Criteria to define the correct mapping fields. Correct column mapping ensures that only matching data from each list is displayed and prevents unrelated records from appearing in the report.

If a report cannot be edited, verify that the report is in the Edit state. Reports in the Released state cannot be modified directly. To make changes, create a new version of the report and update it in the Edit state.

If changes are not reflected, verify that the report was updated in the Edit state and saved successfully. If the report was previously released, ensure that a new version was created before making changes.

If a dashboard does not display any data, verify the following:

• The reports used in the dashboard return data when run independently.

• Dashboard filters such as Process Network or Partners are not restricting the data.

• All required filter values are selected before applying the filters.

If one or more sections in a dashboard are blank, verify the following:

• The report added to the section contains data.

• Dashboard filters do not exclude data for that specific report.

If dashboard filters do not update all elements, verify the following:

• The reports in the dashboard share common fields used by the filter.

• Filters are applied after selecting the required values.

Filters apply only to reports that contain the selected fields.

If a chart does not display correctly, verify the following:

• The selected chart type is compatible with the report data.

• The report includes appropriate fields for visualization, such as numeric fields for charts.

• Required grouping or aggregation is applied in the report.

If a dashboard cannot be edited, verify that the dashboard is in the Edit state. Dashboards in the Released state cannot be modified directly. To make changes, create a new version of the dashboard and update it in the Edit state.

If changes are not reflected, verify that the dashboard was updated in the Edit state and saved successfully. If the dashboard was previously released, ensure that a new version was created before making changes.