Welcome to the Advanced Dashboard Guide!

Here you will find everything you need to set up and use an Advanced Dashboard.

Managing Dashboards

Our Advanced Reports extension allows you to have more than one Dashboard, suited for different purposes. They all are located at Dashboard -> Advanced Dashboard section as a part of the menu:

It is divided into three sections:

• Top section allows you quick access to dashboards, that you had created.
• Middle section provides you with basic actions, that can be done on currently opened Dashboard: Edit and Delete.
• Bottom section contains a single action, which allows you to create new Dashboard

Creating New Dashboard

Visit Dashboard -> Advanced Dashboard, open menu and press Add New Board action. You will be brought to the dashboard creation page, which contains the following fields:

• Title - a sensical name of your Dashboard.
• Type - type of your new Dashboard. There are two different types:
  • Private Board will be available only for current user.
  • Shared Board will be available for all backend users, defined in System -> Permissions -> All Users.
• Is Default - whether newly-created Dashboard will be shown immediately after log-in.

• Enable Mobile Access - whether newly-created Dashboard will be accessible in Mobile mode.

  Note

  This mode is very convenient for accessing dashboard data, but has some warranties:
  

  • Dashboard widgets editing mode is disabled.
  • Access to the mobile dashboard is granted according to the URL specified on the page and encrypted in the QR code. We recommend that you use any QR-reader on your mobile device to read such an URL.
  • Dashboard URL itself is highly encoded to limit the ability to remember/copy URLs by an unauthorized person.

  
  Please note that there is no other suitable protection for the mobile dashboard. If you are not sure, do not enable this option.

Press Save to create your new Dashboard.

This will create only a template for a Dashboard. To complete creation, you need to add one or more Blocks to your newly-created Dashboard Panel.

Adding Blocks to Dashboard

After Dashboard is created, you need to add there blocks. Open your newly-created Dashboard, and press View Mode button, which is located in the right end of title ribbon: It will bring you to the Blocks Configuration mode, as shown below:

To add a block, press Add Block button on the title ribbon. It will create an empty block rectangle, as you can see on screenshot above.

This block has four buttons on its bottom pane:

• Move - allows you to move block visually on marked zone. You can also resize block, if you wish - just drag and drop its right-botton corner.
• Settings - allows you to select data, which will be displayed on that block (read more below).
• Refresh - allows you to preview (or refresh) previewed data in Edit Mode.

  Note

  By default, each block is reloaded once a minute to ensure that the dashboard always contains up-to-date data
• Delete - removes block.

You can add to the block either statistical data, or tables. Press Settings button (second on the block button pane), and you will see Metrics Edit Panel:

As you see above, it contains of the following fields:

• General Settings

  • Title - a sensical title for a metric. It will be displayed as title of your block.
  • Description - short description of your block.
  • Block Types - defines view, in which data will be presented. There are three possible values:
    • Single Value - in this mode only first selected data field will be displayed.
    • Table - in this mode multiple fields can be displayed.
    • Chart - in this mode a block will be presented as chart
• Time Range
  • Override Dashboard Time - by enabling this option, you can fix your block on specific period. Otherwise, data on your block will be displayed according to date range, selected for current Dashboard.

    Note

    Blocks with overridden time ranges are marked with special icon at upper-right corner.
  • Range - is a hidden field, which appears only when Override Time mode is used. Allows you to pick up a range, for which block should display data.
  • Compare To - is a hidden field, which appears only when Override Time mode is used. Allows you to pick up a range, which shall be used for comparison.
• Filter - allows you to filter raw data, used by this block, with one or more filters. Read more about it below.

Depending on Block Type parameter, you can also set additional visualization options.

If Block Type is Single Value, then you will see next options:

• Metric - select column that should be used for building the block.
• Spark Line - is the curve line chart, which displays dynamic of selected value by dates. If you had selected Compare To option in
• Comparison - Allows you to pick up a range, which shall be used for comparison.

If Block Type is Table, then will available the next options:

• Dimensions - select column that will be used for group the report.
• Columns - allows you to select, which columns should be displayed
• Sorting - choose sort order
• Rows Limit - allows to set limit for rows.

If Block Type is Chart, then will available the next options:

• Dimension - select column that will be used for group the report.
• Columns - allows you to select, which columns should be displayed
• Comparison - Allows you to pick up a range, which shall be used for comparison.

Selecting Metrics Data

Selection of Metrics data is a little tricky. Field Dimensions and Columns in Metrics Edit Pane contains all available fields in selected category. There are the following Categories:

• Orders - allows you to analyze orders.
• Order Items - allows you to analyze products, that was bought by customers.
• Order Payments - completed payments
• Order Transactions - transactions (e. q. all actions, such as invoicing or shipping), which performed on your orders.
• Taxes - extracted taxes for all actually paid orders
• Order Addresses - addresses, that used as billing or shipping in orders.
• Quotes - quotes, created by customers (includes abandoned).
• Quote Items - products, that customer placed to the quote.
• Invoices - invoices, created for your orders.
• Postcodes - postal codes, used in billing and shipping addresses (used, for example, to determine country ship disperse).
• Customers - your customers.
• Customer Addresses - addresses, that customers are using in their accounts.
• Products - your products.
• Categories - categories, where at least one product is assigned.

Each of this category contains a number of fields. There are four types of them:

• Numerical fields - can be used "as is", for example, IDs. There are two additional subtypes of numerical fields:
  • Total [Field] - calculates total value of the entire column.
  • Average [Field] - calculates average value of the entire column.
• Group of [Field] - non-numerical field, that can be used as filter.

Combine them to create a query, and block will display result, with automatic date clip.

Properly configured, our dashboards should look, as in our demo:

Filtering Data

Each block contains a Filter section, available both at creation stage, and on block editing. It is a table, which contains zero or more conditions, applied to general data. selected at Metrics section.

Each condition is represented by row with the following properties:

• Column - a raw data column, which is used for filtering. It can differ depending on Metrics data, but currently offer only numeric and text columns.
• Operator - is the comparison type. There are the following comparison operators available:
  • Equal To and Not Equal To
  • Greater Than and Lesser Than
  • Equals of Greater Than and Equals of Lesser Than
  • Is One Of and Is Not One Of
• Value - is the value, to which eligible raw data should fit. This field is text-based, so if you wish to use Is One of operator, values shall be comma-separated.
• Action - contains a button for removing condition.

=======

Managing Dashboards

Our Advanced Reports extension allows you to have more than one Dashboard, suited for different purposes. They all are located at Dashboard -> Advanced Dashboard section as a part of the menu:

It is divided into three sections:

• Top section allows you quick access to dashboards, that you had created.
• Middle section provides you with basic actions, that can be done on currently opened Dashboard: Edit and Delete.
• Bottom section contains a single action, which allows you to create new Dashboard

Creating New Dashboard

Visit Dashboard -> Advanced Dashboard, open menu and press Add New Board action. You will be brought to the dashboard creation page, which contains the following fields:

• Title - a sensical name of your Dashboard.
• Type - type of your new Dashboard. There are two different types:
  • Private Board will be available only for current user.
  • Shared Board will be available for all backend users, defined in System -> Permissions -> All Users.
• Is Default - whether newly-created Dashboard will be shown immediately after log-in.

• Enable Mobile Access - whether newly-created Dashboard will be accessible in Mobile mode.

  Note

  This mode is very convenient for accessing dashboard data, but has some warranties:
  

  • Dashboard widgets editing mode is disabled.
  • Access to the mobile dashboard is granted according to the URL specified on the page and encrypted in the QR code. We recommend that you use any QR-reader on your mobile device to read such an URL.
  • Dashboard URL itself is highly encoded to limit the ability to remember/copy URLs by an unauthorized person.

  
  Please note that there is no other suitable protection for the mobile dashboard. If you are not sure, do not enable this option.

Press Save to create your new Dashboard.

This will create only a template for a Dashboard. To complete creation, you need to add one or more Blocks to your newly-created Dashboard Panel.

Adding Blocks to Dashboard

After Dashboard is created, you need to add there blocks. Open your newly-created Dashboard, and press View Mode button, which is located in the right end of title ribbon: It will bring you to the Blocks Configuration mode, as shown below:

To add a block, press Add Block button on the title ribbon. It will create an empty block rectangle, as you can see on screenshot above.

This block has four buttons on its bottom pane:

• Move - allows you to move block visually on marked zone. You can also resize block, if you wish - just drag and drop its right-botton corner.
• Settings - allows you to select data, which will be displayed on that block (read more below).
• Refresh - allows you to preview (or refresh) previewed data in Edit Mode.

  Note

  By default, each block is reloaded once a minute to ensure that the dashboard always contains up-to-date data
• Delete - removes block.

You can add to the block either statistical data, or tables. Press Settings button (second on the block button pane), and you will see Metrics Edit Panel:

As you see above, it contains of the following fields:

• General Settings

  • Title - a sensical title for a metric. It will be displayed as title of your block.
  • Description - short description of your block.
  • Block Types - defines view, in which data will be presented. There are three possible values:
    • Single Value - in this mode only first selected data field will be displayed.
    • Table - in this mode multiple fields can be displayed.
    • Chart - in this mode a block will be presented as chart
• Time Range
  • Override Dashboard Time - by enabling this option, you can fix your block on specific period. Otherwise, data on your block will be displayed according to date range, selected for current Dashboard.

    Note

    Blocks with overridden time ranges are marked with special icon at upper-right corner.
  • Range - is a hidden field, which appears only when Override Time mode is used. Allows you to pick up a range, for which block should display data.
  • Compare To - is a hidden field, which appears only when Override Time mode is used. Allows you to pick up a range, which shall be used for comparison.
• Filter - allows you to filter raw data, used by this block, with one or more filters. Read more about it below.

Depending on Block Type parameter, you can also set additional visualization options.

If Block Type is Single Value, then you will see next options:

• Metric - select column that should be used for building the block.
• Spark Line - is the curve line chart, which displays dynamic of selected value by dates. If you had selected Compare To option in
• Comparison - Allows you to pick up a range, which shall be used for comparison.

If Block Type is Table, then will available the next options:

• Dimensions - select column that will be used for group the report.
• Columns - allows you to select, which columns should be displayed
• Sorting - choose sort order
• Rows Limit - allows to set limit for rows.

If Block Type is Chart, then will available the next options:

• Dimension - select column that will be used for group the report.
• Columns - allows you to select, which columns should be displayed
• Comparison - Allows you to pick up a range, which shall be used for comparison.

Selecting Metrics Data

Selection of Metrics data is a little tricky. Field Dimensions and Columns in Metrics Edit Pane contains all available fields in selected category. There are the following Categories:

• Orders - allows you to analyze orders.
• Order Items - allows you to analyze products, that was bought by customers.
• Order Payments - completed payments
• Order Transactions - transactions (e. q. all actions, such as invoicing or shipping), which performed on your orders.
• Taxes - extracted taxes for all actually paid orders
• Order Addresses - addresses, that used as billing or shipping in orders.
• Quotes - quotes, created by customers (includes abandoned).
• Quote Items - products, that customer placed to the quote.
• Invoices - invoices, created for your orders.
• Postcodes - postal codes, used in billing and shipping addresses (used, for example, to determine country ship disperse).
• Customers - your customers.
• Customer Addresses - addresses, that customers are using in their accounts.
• Products - your products.
• Categories - categories, where at least one product is assigned.

Each of this category contains a number of fields. There are four types of them:

• Numerical fields - can be used "as is", for example, IDs. There are two additional subtypes of numerical fields:
  • Total [Field] - calculates total value of the entire column.
  • Average [Field] - calculates average value of the entire column.
• Group of [Field] - non-numerical field, that can be used as filter.

Combine them to create a query, and block will display result, with automatic date clip.

Properly configured, our dashboards should look, as in our demo:

Filtering Data

Each block contains a Filter section, available both at creation stage, and on block editing. It is a table, which contains zero or more conditions, applied to general data. selected at Metrics section.

Each condition is represented by row with the following properties:

• Column - a raw data column, which is used for filtering. It can differ depending on Metrics data, but currently offer only numeric and text columns.
• Operator - is the comparison type. There are the following comparison operators available:
  • Equal To and Not Equal To
  • Greater Than and Lesser Than
  • Equals of Greater Than and Equals of Lesser Than
  • Is One Of and Is Not One Of
• Value - is the value, to which eligible raw data should fit. This field is text-based, so if you wish to use Is One of operator, values shall be comma-separated.
• Action - contains a button for removing condition.

=======

Adding Blocks to Dashboard

After a Dashboard is created, you need to add blocks there. Open your newly-created Dashboard, and press the View Mode button, which is located in the right end of title ribbon: It will bring you to the Blocks Configuration mode, as shown below:

To add a block, press the Add Block button on the title ribbon. It will create an empty block rectangle, as you can see on the screenshot above.

This block has four buttons on its bottom pane:

• Move - allows you to move a block visually on the marked zone. You can also resize the block if you wish - just drag and drop its right-bottom corner.
• Settings - allows you to select data, which will be displayed on that block (read more below).
• Refresh - allows you to preview (or refresh) previewed data in the Edit Mode.

  Note

  By default, each block is reloaded once a minute to ensure that the dashboard always contains up-to-date data
• Delete - removes block.

You can add to the block, either statistical data or tables. Press Settings button (second on the block button pane), and you will see Metrics Edit Panel:

As you see above, it contains the following fields:

• General Settings
  • Title - a sensical title for a metric. It will be displayed as a title of your block.
  • Description - short description of your block.
• Visualization
  • Renderer - defines a view, in which data will be presented. There are two possible values:
    • Single Value - in this mode, only the first selected data field will be displayed.
    • Table - in this mode multiple fields can be displayed.

      Note

      Renderer also governs Metrics and Reports sections visibility.
• Metrics - defines data, used for calculations in current block. This section is shown when Single Value renderer is selected.
  • Data Source - application, from which data should be extracted. For now, it's only Mirasvit Reports.
  • Data - one or more fields (columns), which should be gathered and displayed. They will be explained below.
• Reports - defines a report, which acts as a base for the current block. This section is shown when the Table renderer is selected.
  • Report - defines, which exactly Advanced shall be used.
  • Columns - allows you to select which columns should be displayed. It does not affect Conditions - since they applied before the block is rendered.

    Note

    In this field can be selected only columns, set as Active in corresponding Report. Read more about it here.
• Time Range
  • Override Dashboard Time - by enabling this option, you can fix your block on a specific period. Otherwise, data on your block will be displayed according to the date range selected for the current Dashboard.

    Note

    Blocks with overridden time ranges are marked with special icon at the upper-right corner.
  • Range - is a hidden field that appears only when Override Time mode is used. It allows you to pick up a range for which block should display data.
  • Compare To - is a hidden field, which appears only when Override Time mode is used. It allows you to pick up a range, which shall be used for comparison.
• Filter - allows you to filter raw data, used by this block, with one or more filters. Read more about it below.

Depending on Renderer parameter, you can also set additional visualization options.

If Renderer is Single Value, two possible visualization option available:

• Gauge - is the speedometer-like arc, which can be used for indicating dangerous levels (for example, refund amount). It has the following additional parameters:
  • Is Active - activates additional Gauge visualization.
  • Min - minimal value (left "green" bound of arc).
  • Max - maximum value (right "red" bound of arc)
• Spark Line - is the curve line chart, which displays the dynamics of the selected value by dates. If you had selected Compare To option in Time Range section, there would be two curve outlines - one for current data, and second for comparison.
  • Is Active - activates additional Spark Line visualization.

Selecting Metrics Data

The selection of Metrics data is a little tricky. Field Data in Metrics Edit Pane contains all available fields in the selected category. There are the following Categories:

• Orders - allows you to analyze orders.
• Order Items - allows you to analyze products that were bought by customers.
• Order Payments - completed payments
• Order Transactions - transactions (e. q. all actions, such as invoicing or shipping), which performed on your orders.
• Taxes - extracted taxes for all actually paid orders
• Order Addresses - addresses that used as billing or shipping in orders.
• Quotes - quotes, created by customers (includes abandoned).
• Quote Items - products that a customer placed to the quote.
• Invoices - invoices, created for your orders.
• Postcodes - postal codes, used in billing and shipping addresses (used, for example, determining country ship disperse).
• Customers - your customers.
• Customer Addresses - addresses, that customers are using in their accounts.
• Products - your products.
• Categories - categories, where at least one product is assigned.

Each this category contains a number of fields. There are four types of them:

• Numerical fields - can be used "as is", for example, IDs. There are two additional subtypes of numerical fields:
  • Total [Field] - calculates total value of the entire column.
  • Average [Field] - calculates the average value of the entire column.
• Group of [Field] - non-numerical field that can be used as a filter.

Combine them to create a query, and the block will display the result with an automatic date clip.

Properly configured, our dashboards should look, as in our demo:

Filtering Data

Each block contains a Filter section, available both at the creation stage and on block editing. It is a table, which contains zero or more conditions applied to general data. selected at Metrics section.

Each condition is represented by row with the following properties:

• Column - a raw data column, which is used for filtering. It can differ depending on Metrics data but currently offer only numeric and text columns.
• Operator - is the comparison type. There are the following comparison operators available:
  • Equal To and Not Equal To
  • Greater Than and Lesser Than
  • Equals of Greater Than and Equals of Lesser Than
  • Is One Of and Is Not One Of
• Value - is the value, to which eligible raw data should fit. This field is text-based, so if you wish to use Is One of operator, values shall be comma-separated.
• Action - contains a button for removing condition.

If Table was used as Renderer (in Visualization section), filter section also will feature three additional fields:

• Sort By - selects, which column shall be used for sorting.
• Sort Direction - defines, whether sorting should be ASC or DESC.
• Limit - defines how many rows should be displayed in the block.

Adding Blocks to Dashboard

After a Dashboard is created, you need to add blocks there. Open your newly-created Dashboard, and press the View Mode button, which is located in the right end of title ribbon: It will bring you to the Blocks Configuration mode, as shown below:

To add a block, press the Add Block button on the title ribbon. It will create an empty block rectangle, as you can see on the screenshot above.

This block has four buttons on its bottom pane:

• Move - allows you to move a block visually on the marked zone. You can also resize the block if you wish - just drag and drop its right-bottom corner.
• Settings - allows you to select data, which will be displayed on that block (read more below).
• Refresh - allows you to preview (or refresh) previewed data in the Edit Mode.

  Note

  By default, each block is reloaded once a minute to ensure that the dashboard always contains up-to-date data
• Delete - removes block.

You can add to the block, either statistical data or tables. Press Settings button (second on the block button pane), and you will see Metrics Edit Panel:

As you see above, it contains the following fields:

• General Settings
  • Title - a sensical title for a metric. It will be displayed as a title of your block.
  • Description - short description of your block.
• Visualization
  • Renderer - defines a view, in which data will be presented. There are two possible values:
    • Single Value - in this mode, only the first selected data field will be displayed.
    • Table - in this mode multiple fields can be displayed.

      Note

      Renderer also governs Metrics and Reports sections visibility.
• Metrics - defines data, used for calculations in current block. This section is shown when Single Value renderer is selected.
  • Data Source - application, from which data should be extracted. For now, it's only Mirasvit Reports.
  • Data - one or more fields (columns), which should be gathered and displayed. They will be explained below.
• Reports - defines a report, which acts as a base for the current block. This section is shown when the Table renderer is selected.
  • Report - defines, which exactly Advanced shall be used.
  • Columns - allows you to select which columns should be displayed. It does not affect Conditions - since they applied before the block is rendered.

    Note

    In this field can be selected only columns, set as Active in corresponding Report. Read more about it here.
• Time Range
  • Override Dashboard Time - by enabling this option, you can fix your block on a specific period. Otherwise, data on your block will be displayed according to the date range selected for the current Dashboard.

    Note

    Blocks with overridden time ranges are marked with special icon at the upper-right corner.
  • Range - is a hidden field that appears only when Override Time mode is used. It allows you to pick up a range for which block should display data.
  • Compare To - is a hidden field, which appears only when Override Time mode is used. It allows you to pick up a range, which shall be used for comparison.
• Filter - allows you to filter raw data, used by this block, with one or more filters. Read more about it below.

Depending on Renderer parameter, you can also set additional visualization options.

If Renderer is Single Value, two possible visualization option available:

• Gauge - is the speedometer-like arc, which can be used for indicating dangerous levels (for example, refund amount). It has the following additional parameters:
  • Is Active - activates additional Gauge visualization.
  • Min - minimal value (left "green" bound of arc).
  • Max - maximum value (right "red" bound of arc)
• Spark Line - is the curve line chart, which displays the dynamics of the selected value by dates. If you had selected Compare To option in Time Range section, there would be two curve outlines - one for current data, and second for comparison.
  • Is Active - activates additional Spark Line visualization.

Selecting Metrics Data

The selection of Metrics data is a little tricky. Field Data in Metrics Edit Pane contains all available fields in the selected category. There are the following Categories:

• Orders - allows you to analyze orders.
• Order Items - allows you to analyze products that were bought by customers.
• Order Payments - completed payments
• Order Transactions - transactions (e. q. all actions, such as invoicing or shipping), which performed on your orders.
• Taxes - extracted taxes for all actually paid orders
• Order Addresses - addresses that used as billing or shipping in orders.
• Quotes - quotes, created by customers (includes abandoned).
• Quote Items - products that a customer placed to the quote.
• Invoices - invoices, created for your orders.
• Postcodes - postal codes, used in billing and shipping addresses (used, for example, determining country ship disperse).
• Customers - your customers.
• Customer Addresses - addresses, that customers are using in their accounts.
• Products - your products.
• Categories - categories, where at least one product is assigned.

Each this category contains a number of fields. There are four types of them:

• Numerical fields - can be used "as is", for example, IDs. There are two additional subtypes of numerical fields:
  • Total [Field] - calculates total value of the entire column.
  • Average [Field] - calculates the average value of the entire column.
• Group of [Field] - non-numerical field that can be used as a filter.

Combine them to create a query, and the block will display the result with an automatic date clip.

Properly configured, our dashboards should look, as in our demo:

Filtering Data

Each block contains a Filter section, available both at the creation stage and on block editing. It is a table, which contains zero or more conditions applied to general data. selected at Metrics section.

Each condition is represented by row with the following properties:

• Column - a raw data column, which is used for filtering. It can differ depending on Metrics data but currently offer only numeric and text columns.
• Operator - is the comparison type. There are the following comparison operators available:
  • Equal To and Not Equal To
  • Greater Than and Lesser Than
  • Equals of Greater Than and Equals of Lesser Than
  • Is One Of and Is Not One Of
• Value - is the value, to which eligible raw data should fit. This field is text-based, so if you wish to use Is One of operator, values shall be comma-separated.
• Action - contains a button for removing condition.

If Table was used as Renderer (in Visualization section), filter section also will feature three additional fields:

• Sort By - selects, which column shall be used for sorting.
• Sort Direction - defines, whether sorting should be ASC or DESC.
• Limit - defines how many rows should be displayed in the block.

Adding Blocks to Dashboard

After a Dashboard is created, you need to add blocks there. Open your newly-created Dashboard, and press the View Mode button, which is located in the right end of title ribbon: It will bring you to the Blocks Configuration mode, as shown below:

To add a block, press the Add Block button on the title ribbon. It will create an empty block rectangle, as you can see on the screenshot above.

This block has four buttons on its bottom pane:

• Move - allows you to move a block visually on the marked zone. You can also resize the block if you wish - just drag and drop its right-bottom corner.
• Settings - allows you to select data, which will be displayed on that block (read more below).
• Refresh - allows you to preview (or refresh) previewed data in the Edit Mode.

  Note

  By default, each block is reloaded once a minute to ensure that the dashboard always contains up-to-date data
• Delete - removes block.

You can add to the block, either statistical data or tables. Press Settings button (second on the block button pane), and you will see Metrics Edit Panel:

As you see above, it contains the following fields:

• General Settings
  • Title - a sensical title for a metric. It will be displayed as a title of your block.
  • Description - short description of your block.
• Visualization
  • Renderer - defines a view, in which data will be presented. There are two possible values:
    • Single Value - in this mode, only the first selected data field will be displayed.
    • Table - in this mode multiple fields can be displayed.

      Note

      Renderer also governs Metrics and Reports sections visibility.
• Metrics - defines data, used for calculations in current block. This section is shown when Single Value renderer is selected.
  • Data Source - application, from which data should be extracted. For now, it's only Mirasvit Reports.
  • Data - one or more fields (columns), which should be gathered and displayed. They will be explained below.
• Reports - defines a report, which acts as a base for the current block. This section is shown when the Table renderer is selected.
  • Report - defines, which exactly Advanced shall be used.
  • Columns - allows you to select which columns should be displayed. It does not affect Conditions - since they applied before the block is rendered.

    Note

    In this field can be selected only columns, set as Active in corresponding Report. Read more about it here.
• Time Range
  • Override Dashboard Time - by enabling this option, you can fix your block on a specific period. Otherwise, data on your block will be displayed according to the date range selected for the current Dashboard.

    Note

    Blocks with overridden time ranges are marked with special icon at the upper-right corner.
  • Range - is a hidden field that appears only when Override Time mode is used. It allows you to pick up a range for which block should display data.
  • Compare To - is a hidden field, which appears only when Override Time mode is used. It allows you to pick up a range, which shall be used for comparison.
• Filter - allows you to filter raw data, used by this block, with one or more filters. Read more about it below.

Depending on Renderer parameter, you can also set additional visualization options.

If Renderer is Single Value, two possible visualization option available:

• Gauge - is the speedometer-like arc, which can be used for indicating dangerous levels (for example, refund amount). It has the following additional parameters:
  • Is Active - activates additional Gauge visualization.
  • Min - minimal value (left "green" bound of arc).
  • Max - maximum value (right "red" bound of arc)
• Spark Line - is the curve line chart, which displays the dynamics of the selected value by dates. If you had selected Compare To option in Time Range section, there would be two curve outlines - one for current data, and second for comparison.
  • Is Active - activates additional Spark Line visualization.

Selecting Metrics Data

The selection of Metrics data is a little tricky. Field Data in Metrics Edit Pane contains all available fields in the selected category. There are the following Categories:

• Orders - allows you to analyze orders.
• Order Items - allows you to analyze products that were bought by customers.
• Order Payments - completed payments
• Order Transactions - transactions (e. q. all actions, such as invoicing or shipping), which performed on your orders.
• Taxes - extracted taxes for all actually paid orders
• Order Addresses - addresses that used as billing or shipping in orders.
• Quotes - quotes, created by customers (includes abandoned).
• Quote Items - products that a customer placed to the quote.
• Invoices - invoices, created for your orders.
• Postcodes - postal codes, used in billing and shipping addresses (used, for example, determining country ship disperse).
• Customers - your customers.
• Customer Addresses - addresses, that customers are using in their accounts.
• Products - your products.
• Categories - categories, where at least one product is assigned.

Each this category contains a number of fields. There are four types of them:

• Numerical fields - can be used "as is", for example, IDs. There are two additional subtypes of numerical fields:
  • Total [Field] - calculates total value of the entire column.
  • Average [Field] - calculates the average value of the entire column.
• Group of [Field] - non-numerical field that can be used as a filter.

Combine them to create a query, and the block will display the result with an automatic date clip.

Properly configured, our dashboards should look, as in our demo:

Filtering Data

Each block contains a Filter section, available both at the creation stage and on block editing. It is a table, which contains zero or more conditions applied to general data. selected at Metrics section.

Each condition is represented by row with the following properties:

• Column - a raw data column, which is used for filtering. It can differ depending on Metrics data but currently offer only numeric and text columns.
• Operator - is the comparison type. There are the following comparison operators available:
  • Equal To and Not Equal To
  • Greater Than and Lesser Than
  • Equals of Greater Than and Equals of Lesser Than
  • Is One Of and Is Not One Of
• Value - is the value, to which eligible raw data should fit. This field is text-based, so if you wish to use Is One of operator, values shall be comma-separated.
• Action - contains a button for removing condition.

If Table was used as Renderer (in Visualization section), filter section also will feature three additional fields:

• Sort By - selects, which column shall be used for sorting.
• Sort Direction - defines, whether sorting should be ASC or DESC.
• Limit - defines how many rows should be displayed in the block.

Change Log

1.3.2

(2022-06-20)

Improvements

• remove db_schema_whitelist.json

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1.3.1

(2022-05-10)

Improvements

• switch to declarative schema

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1.2.49

(2021-05-13)

Fixed

• onArray on null caused by changing the widget type from any to the "table" in the widget's settings

---

1.2.46

(2020-09-07)

Fixed

• Error notification when changing of dashboard's block are not allowed for current user.

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1.2.45

(2020-08-26)

Fixed

• Issue with displaying dashboard due fast js initialization
• info about boards with private type

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1.2.44

(2020-08-13)

Fixed

• Mobile Dashboard overlay issue

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1.2.43

(2020-07-29)

Improvements

• Support of Magento 2.4

Fixed

• info about boards with private type

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1.2.42

(2020-02-04)

Fixed

• Timeranges for dashboard blocks in the email notifications

Improvement

• PHPStan

---

1.2.41

(2019-08-08)

Fixed

• EQP

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1.2.40

(2019-03-25)

Fixed

• Error after update to new version during setup command

---

1.2.39

(2019-03-06)

Fixed

• Issue with comparison (last year)

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1.2.38

(2019-02-25)

Fixed

• Issue with overwrite dates

---

1.2.37

(2019-01-31)

Improvements

• Added comparison percent to email reports

---

1.2.36

(2019-01-30)

Improvements

• Comparison values to email reports

---

1.2.35

(2018-12-27)

Fixed

• Issue with metrics comparison

---

1.2.34

(2018-12-18)

Fixed

• Issue with email

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1.2.33

(2018-12-17)

Improvements

• Charts block

---

1.2.32

(2018-12-11)

Fixed

• Issue with email reports filters

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1.2.31

(2018-12-06)

Fixed

• Issue with select wrong dashboard for mobile view

---

1.2.30

(2018-12-04)

Improvements

• DateRange & Comparison

Fixed

• Overide date range

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1.2.29

(2018-11-30)

Fixed

• API

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1.2.28

(2018-11-29)

Improvements

• Major updates in UI

Fixed

• Compatibility with Magento 2.3
• Issue with Secret Key in Request url
• API
• Issue with table filtration

---

1.2.25

(2018-10-12)

Fixed

• Widget setting changes are not applied after saving

---

1.2.24

(2018-10-10)

Improvements

• Add like/not like conditions to widget settings

---

1.2.23

(2018-10-02)

Fixed

• Dashboard is not visible on mobile device

---

1.2.22

(2018-09-11)

Fixed

• Issue with reset recent changes

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1.2.21

(2018-09-10)

Improvements

• Changed widgets position logic

---

1.2.20

(2018-08-15)

Fixed

• Cannot remove single dashboard

---

1.2.19

(2018-07-26)

Fixed

• Metrics do not correctly show values for today/yesterday dates

---

1.2.18

(2018-07-25)

Fixed

• Dashboard blocks with table renderer are not sent via emails

Improvements

• Add table renderer for dashboard block email

---

1.2.17

(2018-07-24)

Fixed

• Filter records by correct date column
• Wrong operator name for 'Is not one of' option in the dashboard block's filters

---

1.2.16

(2018-06-22)

Fixed

• Area code is not defined during installation

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1.2.15

(2018-06-19)

Improvements

• Display only active report's columns

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1.2.14

(2018-06-15)

Fixed

• Empty metric's data when editing old widgets

---

1.2.13

(2018-06-14)

Fixed

• Block settings are not shown: explicitly specify the component type option

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1.2.12

(2018-06-14)

Features

• Filter and grid settings for dashboard blocks
• Add block level date comparison
• Different data depending on selected renderer

Improvements

• Second spark line for comparison
• Time icon for time-overridden blocks
• Persist previously selected report's columns for dashboard block

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1.2.11

(2018-05-02)

Improvements

• Automatically update dashboard blocks every 2 minutes

Fixed

• Cannot create dashboard block

---

1.2.10

(2018-04-17)

Fixed

• Error opening dashboard

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1.2.9

(2018-04-16)

Fixed

• Dashboard compatibility with Magento 2.1

---

1.2.8

(2018-04-10)

Fixed

• 'False' is displayed for option group instead of a table name at dashboard 'Data' field

---

1.2.7

(2018-04-04)

Fixed

• Error viewing dashboard, created_at and updated_at fields cannot be null

---

1.2.6

(2018-03-30)

Fixed

• Dashboard blocks of type 'table' are not displayed
• Do not ask to login when using QR code to look at the mobile dashboard

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1.2.5

(2018-03-20)

Fixed

• Dashboard does not show information for one day date range

---

1.2.4

(2018-03-16)

Fixed

• Problems with date interval on dashboard toolbar

---

1.2.3

(2018-03-07)

Fixed

• issue with dates

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1.2.2

(2018-03-05)

Fixed

• Attempt to change or create new dashboard gives an error

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1.2.1

(2018-02-13)

Fixed

• issue with asArray method

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1.2.0

(2018-02-05)

Improvements

• New version with many changes

---

1.0.18

(2017-12-06)

Fixed

• Fixed an issue with Dashboard controller

---

1.0.17

(2017-11-07)

Improvements

• Added the ability to create widgets for individual Store Views

---

1.0.16

(2017-10-03)

Fixed

• Compatibility with Magento 2.1.9

---

1.0.15

(2017-08-22)

Improvements

• Added abandoned cart metrics to "Metric" widgets

---

1.0.14

(2017-08-07)

Improvements

• Added support of Cart Reports widgets

---

1.0.13

(2017-07-27)

Improvements

• Added the ability to create "metrics" widgets for specific customer groups

Fixed

• Fixed formatting "price" type values in "Report" widgets

---

1.0.11

(2017-06-07)

Fixed

• Issue with widget edit

---

1.0.10

(2017-06-07)

Improvements

• Added an individual filter by order statuses to "metric" widgets

---

1.0.8

(2017-06-06)

Fixed

• Fixed display of product names in dashboard widgets
• Fixed an issue with filter by order statuses for "report" widgets

Improvements

• Applied the configuration "Process Orders" for metric widgets

---

1.0.7

(2017-05-12)

Fixed

• Fixed an issue with using of attribute ID instead of the attribute label in the "Report" widget

---

1.0.6

(2017-04-18)

Fixed

• Fixed the issue with blank widgets in email notifications

---

1.0.5

(2017-04-13)

Fixed

• Solved an issue with duplication of rows in "Report" widgets

---

1.0.4

(2017-04-05)

Fixed

• Solved an issue with exception "No such widget"

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1.0.3

(2017-04-05)

Features

• Ordered columns in the list in configuration of Report widget

Improvements

• Added initialization spinner to dashboard

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1.0.2

(2017-03-31)

Improvements

• Mobile dashboard

Fixed

• [#3] -- error after removing widget

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1.0.1

(2017-02-20)

Features

• Improved list of metrics in dropdown

Fixed

• Added widget types to widget Form
• Minor issues with js
• Fixed an issue with widgets saving
• Issue with menu

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1.0.0

(2017-01-31)

Improvements

• Initial release

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