Today I’ll be walking you through our enhanced Dashboard experience. Each user and PlexTrac will now see information pertinent to their assignments. Upon logging in and laying landing on the main dashboard, users leveraging the Client portal will also share the same experience. Now, there’s two new sections that I’ll be walking you through today. The first is the recently viewed Reports. You can see up at the top that there are now four tiles displaying. These will update based on the four most recent reports that you have viewed, along with the report status, report name, associated client, and total number of findings within that report.
And if you click into that tile, it’ll take you directly into the report so you can review or make any further changes needed. If I navigate back to the Dashboard, I can see that that previously second tile has now been reordered into spot number one. The most recent report will always display in the left hand side and will continually bump to the right until it eventually drops off. So this saves you a few clicks otherwise needed to navigate to those reports, allowing you to pick up right where you left off during your last session. The next section I’ll walk you through is the Your Assignments section. Now these tabs display tables of all of your assignments, which are controlled by the role within Findings, Reports and Assessments. And if you need a refresher around best practices for assignments and roles, we’ve included this link to open our Documentation Portal article on Assignments and roles.
Each of these tabs is going to have the option to customize the table so you can reorder any of the elements, hide or display any of them, and customize as you see fit within your findings. You also have the ability to click the status icon directly from the Dashboard table view to leave an update, close the Status or change to In Progress, as well as reassign or leave an update.
You can also click over on the actual finding portion of it and open up the Finding pop up window, which displays additional information about that finding. You can click the Status icon to leave your update or change status, and you can also click the Finding ID to view that finding within the report. Viewer Reports tab will show all reports that you are listed as the reviewer or operator on. You can click to the Readout or the Findings links to directly navigate to the Findings section or the Readout view within that report.
Viewer Assessments tab will display all assessments that you are listed as a reviewer on. You can click Edit to go directly into that assessment and begin reviewing. Within the Dashboard, you have another tab called Finding Metrics that display the view of the aggregated high level metrics of your analytics. Another important element to note is that if you are not assigned anything, this view is going to look differently. So if I go in and unassign myself as the reviewer on this assessment. You can see now that the assessments tab has fallen off, and I’m left only with your findings and your reports. Now, if I go and unassign myself as the finding assignee and as the reviewer and operator from both reports, you’ll see a completely different view as well.
The dashboard view now defaults to showing the recently reviewed reports along with the binding metrics. Please let us know if you have any questions. We look forward to hearing any comments or feedback. Thank you so much.