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ECI Cognytics Features and Functionality

When your company installs and enables ECI Cognytics (which ECI does for you if ECI is hosting your site in the cloud), your e-automate toolbar lists a [Dashboards] button in place of the [Metrics] button. When you use this button to access an ECI Cognytics dashboard to which you have view rights, the system displays key metrics data in dashboard format. The following table provides information on each of the view types used in the dashboards.

Dashboard Components
View Type	Example	Description
High-level Total		Identifies a key metric (e.g., On Credit Hold), and displays the metric's value (e.g., 123).
High-level Total Set		Identifies a key metric (e.g., Total Amount) and displays the metric's value (e.g., $6,468,632). Identifies in red font a related metric (e.g., Sales Orders) on which the key metric is based, and displays the related metric's value (e.g., 6,998).
Pie Chart with List View Option		Identifies a key metric (Open PO Invoices (Amount)), and displays a pie chart containing labeled slices that identify components of the metric (e.g., Purchase Order Credit Memos, Due This Week, Due Next Week, Due After Next Week, Past Due) and a value representing each slice's proportion of the whole (e.g., 0.0%, 3.5%, 1.0%, 14.7%, and 80.8%, respectively). On mouseover, provides additional detail related to the selected slice (e.g., monetary amount of the invoices in each slice of the pie). Includes a Grid Flip icon in the lower right corner. Clicking the icon displays a grid/table view of the data on which the pie chart is based.
Pie Chart with Drill Down and List View Option		Identifies a key metric (AR Aging (# of Accounts)), and displays a pie chart containing labeled slices that identify components of the metric (e.g., Current, 1 to 30 Days, 31 to 60 Days, 61 to 90 Days, More than 90 Days) and a value representing each slice's proportion of the whole (e.g., 52.7%, 21.3%, 9.2%, 6.9%, and 9.8%, respectively). On mouseover, provides additional detail related to the selected slice (e.g., account/amount total for each slice of the pie). On click, provides drill-down to additional data (e.g., grid/table listing Accounts, Total, Past Due, Contact, Phone, and Fax). Includes a Click to Show List View icon in the lower right corner. Clicking the icon displays a grid/table view of the data on which the pie chart is based.
Line Chart with List View Option		Identifies a key metric (Monthly Gross Margin), and displays a line chart showing the metric's values plotted over a period of time (e.g., total monthly gross margin amount plotted for each month of a twelve-month period). On mouseover, provides additional detail related to the selected plotted point (e.g., gross margin total amount for the selected month). Includes a Click to Show List View icon in the lower right corner. Clicking the icon displays a grid/table view of the data on which the line chart is based.
Bar Graph with List View Option		Identifies a key metric group (Key Business Metrics), and displays a bar graph plotting the value of each metric in the group (e.g., plotting the monetary amounts of Cost of Goods Sold, Revenue, and Gross Margin). On mouseover, provides additional detail related to the selected bar (e.g., whole dollar amount associated with the selected bar). Includes a Click to Show List View icon in the lower right corner. Clicking the icon displays a grid/table view of the data on which the bar graph is based.
Stacked Bar Graph		Identifies a key metric group (Sales Orders - By Type - By Month), and displays a stacked bar graph plotting the value of each metric in the group (e.g., plotting the monetary amounts of Equipment Orders, Other Orders, and Supply Orders) over a period of time (e.g., total monthly monetary amount for each order type plotted for each month of a twelve-month period). On mouseover, provides additional detail related to the selected bar (e.g., whole dollar amount associated with the selected bar). If you click a color-coded item in the key below the graph, the system will change the item's color to gray, exclude all bars of that color from the graph, and adjust the graph of the remaining bars accordingly. Similarly, if you click an item shown in gray in the key below the graph, the system will re-display the item's color, include all bars of that color in the graph, and adjust the graph of the remaining bars accordingly.
List View with Chart View Option		When you click the Click to Show List View icon in the lower right corner of pie chart, line chart, or bar graph, displays the data on which the chart or graph is based (e.g., when you click the Click to Show List View icon on the Sales Orders - By Ship Method pie chart, the List View displays a Sales Orders - By Ship Method grid/table that lists the Ship Method and Amount for each slice of the pie chart). Includes a Click to Show Chart View icon in the lower right corner. Clicking the icon re-displays the pie chart, line chart, or bar graph from which you clicked the Click to Show List View icon to access the List View.
List View		Displays in table format data applicable to the selected dashboard (e.g., for the Sales Orders Dashboard, the Sales Order Contribution By Rep table, which lists Sales Rep, Total Amount, and Contribution for each sales rep). Note: Single-clicking a column header toggles between ascending and descending sorts of table data based on the selected column. An arrow to the right of the column name indicates if the current sort is ascending (up arrow) or descending (down arrow).

From each view type, you can access a series of menu options. The following table provides information on the options associated with the menu.

View Menu Icons
Icon	Name	Function
	Expand Menu	Click to display the view's menu options. Note: This icon is not visible by default. To display the icon, position the cursor in the top left corner of the view for which you want to display the view's menu.
	Collapse Menu	Click to hide the view's menu options.
	Maximize to Window	Click to expand the view to fill the size of the dashboard window.
	Restore	Click to restore the view to its original size within the dashboard window.
	Maximize to Fullscreen	Click to expand the view to fill the monitor.
	Restore	Click to restore the dashboard window to its original size and to restore the view to its original size within the dashboard window.
	Refresh	Click to refresh the view. Note: Refreshing the view does not refresh the data on which the view is based. To conserve system resources, dashboard data is updated nightly.
	Export	Click to export the view's data. Note: When you click this option, the system displays a menu listing the export options available for the selected view's data. These options may include: Download PNG Image Download JPEG Image Download PDF Document (containing an image of the view) Download SVG Vector Image Export to Excel Note: This option is only available for list views and will only be available in the standard version of ECI Cognytics for a limited time. After that time, this option will only be available in the premium version of ECI Cognytics.
	Info	Click to display the following data associated with the selected view: Widget Name Widget Description Filters Dimensions Measures Date

From certain views, you can access additional icons. The following table provides information on these additional icons.

Additional View Icons
Icon	Name	Function
	Click to Show List View (Flip Grid)	Click to display in grid/table format the data on which the selected view (pie chart, line chart, bar graph) is based. Note: This icon is not visible by default. To display the icon, position the cursor in the lower right corner of the view for which you want to see the view's data in list view. Note: Acsellerate refers to this functionality as "flip grid" functionality because you can click the icon to flip the chart view to the list view and vice-versa.
	Click to Show Chart View (Flip Grid)	Click to re-display the chart/graph associated with the view's list view. Note: This icon is not visible by default. To display the icon, position the cursor in the lower right corner of the view for which you want to see the view's data in chart/graph view. Note: Acsellerate refers to this functionality as "flip grid" functionality because you can click the icon to flip the list view to the chart view and vice-versa.
	Restore	Click to re-display the chart/graph associated with the view's list view. Note: This icon is visible by default in the view's top right corner when the list contains enough records to require a scroll bar that would block the location of the Click to Show Chart View icon.
	Ascending Sort	Displays to the right of a list view column when the list's data is sorted in ascending order by that column. Click to toggle to descending sort.
	Descending Sort	Displays to the right of a list view column when the list's data is sorted in descending order by that column. Click to toggle to ascending sort.