Dashboard
The dashboard provides an overview of all filed contracts.
DashboardContract monitoringYou can reach the dashboard by clicking the Contracts tile in the My ELO area.
The dashboard remembers your settings. When you exit then open the dashboard again, it remembers and displays your most recent view.
The dashboard is divided into the following areas:
1 Database: In the dashboard header, use the drop-down menu (arrow icon) to select a database. A dashboard database is a list of contracts that is loaded for evaluation.
Information: If there is only one database, this database is selected permanently and no drop-down menu is available.
2 Table/Timeline/Calendar: You can choose between three dashboard views: Table, Timeline, and Calendar.
3 Search: In addition to text values, you can also search for deadlines and amounts. All data that you can select as column values in the table view serves as the basis.
4 Status: The dashboard header contains a button for each contract status. If a button is active, all contracts with the corresponding status are shown in the dashboard viewer pane.
5 Concluded contracts: If concluded contracts exist in the database, a bar appears with the statuses of the concluded contract. Entered contract deadlines serve as the basis.
6 Viewer pane: In the dashboard viewer pane, you will see a list of contracts. This list changes depending on the filter criteria applied.
Table
Clicking an entry shows a preview of the entry. Double-clicking an entry brings you to the repository.
Table, dashboardDashboard, tableCustomize the table view using the drop-down menus.
The drop-down menus in the column headings contain the following functions:
- Sort ascending
- Sort descending
- Remove sorting: This option appears if you have sorted the column.
Alternative: You can sort the column by clicking the column heading. Clicking once sorts in ascending order. Clicking a second time sorts in descending order. Clicking a third time clears sorting.
- Hide column
- Group: The content of a column is joined into groups. The number of contracts in each group is shown in brackets. Click the plus icon before the group to expand it and view all contained contracts. The minus icon minimizes it again. Clicking the plus icon in the header expands all groups.
Information: You can combine multiple groups. You can specify a hierarchy with the order in which you select the columns.
- Reset grouping: This option appears if you have grouped items. Click Reset grouping to discard the group.
- Agg: Total (only for number fields and when another column is grouped): The total of the group is shown.
- Agg: Minimum (only for number fields and when another column is grouped): The lowest value of the group is shown.
- Agg: Maximum (only for number fields and when another column is grouped): The highest value of the group is shown.
- Agg: Average (only for number fields and when another column is grouped): The average of the group is shown.
Menu: You can show hidden columns.
Timeline
The timeline view visualizes the duration of contracts with color bars.
Timeline, dashboardDashboard, timelineIf the beginning or end of the duration is outside of the time frame shown, this is indicated by an arrow at the beginning or end of the bar.
You can recognize the contract status by the color.
- Green: Active contract
- Yellow: Termination deadline coming up
- Red: Contract expiring
- Green-expiring: Contract with extension
The current day is marked with a vertical blue line.
There is a zoom button at the top left of the dashboard viewer pane. Move it left or right to zoom in or out horizontally.
By default, four years from the current year are shown. You can extend this time frame by clicking the double left arrow to the left or right of the timeline.
Calendar
The calendar offers three options: Year, Month, and Day.
Calendar, dashboardDashboard, calendarReminders, termination deadlines, and contract end dates are shown in all views.
Information: Only contracts with deadlines are shown in the calendar view.
Year: The annual view shows the number of contract deadlines each month. For more detailed information on a month, click the month.
Month: The month view shows the number of contract deadlines each day. For more detailed information on a day, click the day.
To preview a contract, click the contract.
Day: The day view lists the contracts for the selected day. It works in the same way as the table view.