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Procedure documentationMonitoring Your Dashboards Using a Web Browser Locate this document in the navigation structure

 

You may want to monitor the business performance of your company without running the SAP Business One application. The Dashboard Web Portal lets you monitor your dashboards in a Web browser.

Prerequisites

Your system administrator or key user has done the following:

  • Installed the integration component for SAP Business One.

    For information about installing the integration component, see Administrator’s Guide for SAP Business One.

  • Installed a Web browser and ensured the Web connection.

    Supported Web browsers include: Microsoft Internet Explorer (6–9), Google Chrome, and Mozilla Firefox.

  • Enabled the cockpit function in SAP Business One. For more information, see Enabling the Cockpit Function and the Dashboard Widget.

Procedure

  1. For first-time use of the dashboard portal, from the SAP Business One Main Menu, choose   Administration   System Initialization   General Settings   and select the Cockpit tab.

  2. Click the Dashboard Web Portal link.

    The login page appears.

  3. Specify the following fields:

    • Company: From the dropdown list, select one company database.

    • Language: From the dropdown list, select the language for the user interface. By default, the language is US English.

    • ID: Specify your user ID.

    • Password: Specify the password.

    • Remember Settings: Select this checkbox to let the browser remember all the above settings except your password.

  4. Choose the Login button.

  5. Select a dashboard.

    Note Note

    Make sure you have authorization to view the dashboard you select.

    End of the note.

More Information

Working with Dashboards