P4 Software P4 Software / logisticaHQ Client Portal

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Arranging the dashboard

logisticaHQ Client Portal
Arranging the dashboard

You can put the panels of your Dashboard where you want them: move a panel, make it bigger or smaller, and go back to the original arrangement at any time. Your arrangement is remembered for you. This page is for every user who can see the Dashboard.

A dashboard panel with the dotted grip in its top-right corner

The dotted grip at the top right of a panel. You move the panel by dragging it.

Moving a panel

  1. Find the small dotted square (a grid of dots) in the top right corner of the panel. On a tile it sits in the corner of the tile. On a chart or list it sits in the title row. It is faint until you point at it, and then it becomes clearer and your pointer turns into a hand.
  2. Press and hold the mouse button on the dots.
  3. Drag the panel to its new place and release the button.

You can drag a panel only by its dots. Dragging any other part of the panel does nothing. Screen readers announce the dots as Move.

The Dashboard is laid out on a grid ten columns wide. When you drag a panel away, the panels below it slide up to close the gap, so the page stays compact.

Resizing a panel

  1. Point at the bottom left corner or the bottom right corner of the panel. Only these two corners can be used.
  2. Press and hold the mouse button and drag the corner to make the panel bigger or smaller.
  3. Release the button. Charts redraw themselves to fit the new size.

The hint line under the panels sums it up: "Drag a panel by its dots or resize it from a corner. Your arrangement is saved for you."

Going back to the original arrangement

Click Reset layout at the top of the Dashboard. The panels go back to their original places and sizes, and your saved arrangement is forgotten. The numbers are not reloaded.

The Reset layout button is shown whenever the Dashboard has at least one tile. It needs no access switch of its own.

Where your arrangement is saved

  • Your arrangement is saved automatically, each time you finish moving or resizing a panel. There is no Save button.
  • It is saved in this browser, for your username, on this portal. It is not stored in your account.
  • If you sign in from another computer or another browser, you start with the original arrangement. Your arrangement is not copied there.
  • If you clear the browser's site data (cookies and stored data), the arrangement is lost and you start again with the original one.
  • If two people share one browser and sign in with different usernames, each person keeps their own arrangement.
  • In a private (incognito) window, or when the browser does not allow the portal to store data, your arrangement lasts only until you leave the page. Nothing breaks: the Dashboard simply starts from the original arrangement next time.

A panel that you never moved keeps its original place. If your warehouse later gives you more access, the new panels appear in their original places and the panels you already arranged stay where you put them. If your warehouse takes access away, the matching panels disappear and the other panels keep their places.

The original arrangement

The panels are placed from left to right, in the order below, into rows ten columns wide. A small tile is two columns wide, so five tiles fit in one row. A chart or list that does not fit in the space left on a row starts a new row. Only the panels you are allowed to see are placed. A user with fewer access switches gets fewer panels, placed in the same way. The exact look on your screen can differ a little, because panels slide up to close gaps.

For a user who has every access switch, the order is:

RowPanels, from left to right
1Units on hand, Active SKUs, Orders in progress, Units shipped this month, Expiring ≤ 30 days (five small tiles)
2Open Purchase orders (small tile), Outbound shipments (last 6 months) (large chart), Order status (medium chart)
3Inventory by warehouse, On-time shipments (medium charts)
4Recent activity (wide list), Units on order (small tile)
5Units received this month, Open Purchase orders received (small tiles), Receipts (last 6 months) (chart)
6Open Purchase orders: expected vs received (card), SKUs at or below min, Out-of-stock SKUs (small tiles)
7Inventory turns (annualized), Storage locations in use (small tiles), Short stock (table)
8On-hand by expiry window (chart)

Small tiles are the same size, the medium charts and cards are about as tall as three small tiles, and the list and table are the widest panels. Each panel is explained on the Dashboard page.

On a narrow screen or a phone

  • On a narrow window, the buttons at the top (Reset layout and the quick actions) wrap onto more than one line.
  • On a phone or a very narrow window, the menu becomes a strip across the top of the page and the page margins get smaller.

If the arranging feature cannot load

The arranging feature is loaded when the Dashboard opens. If it cannot load, for example because your internet connection dropped, the Dashboard does not stay blank. All the panels are shown as an ordinary grid ten columns wide, and every panel stays readable. Moving and resizing do not work in this plain grid, even though the hint line and the Reset layout button are still shown.

To try again, click Reset layout, which tries to load the arranging feature once more, or reload the page.

Tip: If a chart is replaced by the message "This screen was updated while it was open. Reload to get the new version. Nothing you saved is lost.", click Reload. Your saved arrangement is not affected.

Related pages

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