Product / Knowledge Base / 7. Dashboard, Search, and Reports

7. Dashboard, Search, and Reports

User & Administration Guide — Version 1.6.32.0

Guide summary

The command center, full-text search, reports, and the audit ledger.

On this page

Command center

The dashboard shows open events, approaching closes, and a needs-attention list. On a window up to 1400 pixels wide, the chart stacks above the attention list so titles stay readable. A wider desktop shows them side by side again.

Sourcing command center metrics and event list
Status labels use full words, such as Bid submission open, rather than internal codes.

Search looks across the records the signed-in person is allowed to open. Results update shortly after you stop typing. Sealed bid amounts are skipped. Documents, event titles, supplier names, and questions are included.

Reports and analytics

Reports are available to Admin, Sourcing Manager, and Approver. Analytics is limited to Admin and Sourcing Manager. Use the award export when the record must leave SharePoint as an Excel workbook or a PDF.

Audit

The audit ledger records create, update, approval, unseal, score, and award actions. Admin and Sourcing Manager can open it and export it. The ledger is the history of who did what inside the app. It does not replace Microsoft 365 audit logs.