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Dashboard and Reports

muruthigitau edited this page Feb 20, 2025 · 1 revision

Dashboard & Reports

This section provides an overview of key reports and dashboards, offering insights into document submissions, request tracking, and real-time eTims integration.


πŸ“Š Submission Report

Submission Report

The Submission Report offers a comprehensive view of all critical documents sent to eTims. It helps track submission status and ensures compliance with regulatory requirements.

Key Documents Tracked:

  • Sales Invoice – Monitor successful submissions and track any pending or failed invoices.
  • Item – Ensure items are registered correctly with eTims and validate their compliance.
  • Purchase Invoice – Keep records of all supplier invoices and ensure they align with eTims regulations.
  • Stock Ledger Entry (SLE) – Track inventory movements and ensure real-time updates to eTims.

βœ… Features:

  • View submission statuses: Pending, Successful, Failed.
  • Detailed logs for each document type.
  • Identify errors and correct submission failures.

πŸ” Request Tracking Report

Request Tracking Report

The Request Tracking Report tracks all integrations through the Integration Request doctype, providing a detailed report of each API URL by route key. It monitors the different statuses for each request.

What It Tracks:

  • API Requests – Logs every submission sent to eTims.
  • Responses – Tracks eTims responses and statuses.
  • Error Handling – Identifies failed requests and highlights areas requiring attention.

βœ… Features:

  • Real-time tracking of all eTims communication.
  • Detailed request-response logs for auditing.
  • Instant identification of failed or incomplete transactions.

πŸ“ˆ eTims Dashboard

The eTims Dashboard provides a real-time overview of all eTims-related activities, helping you manage compliance and track submissions efficiently.

Dashboard Insights:

πŸ“Œ Key Metrics & Cards:

eTims Dashboard

  • Queued Requests – Displays the number of requests queued for processing.
  • Total Successful Requests – Shows the total number of successfully processed requests.
  • Total Failed Requests – Tracks all failed eTims submissions.
  • Pending Item Submissions – Lists items that are yet to be submitted.
  • Pending Invoice Submissions – Highlights invoices waiting for submission.
  • Signed Invoices – Indicates the total number of invoices successfully signed and submitted.
  • Failed Invoices – Tracks invoices that failed during submission.
  • Registered Items – Shows the number of successfully registered items in eTims.
  • Pending Credit Notes – Lists credit notes that are yet to be submitted.
  • Successful Credit Notes – Displays the number of successfully processed credit notes.
  • Failed Credit Notes – Tracks credit notes that were not successfully processed.
  • Pending Customer Submissions – Lists customers that are yet to be submitted.
  • Pending Purchase Submissions – Highlights purchase submissions waiting for processing.
  • Successful Purchases – Shows the number of successfully processed purchases.
  • Failed Purchases – Tracks purchases that failed during submission.
  • Registered Customers – Displays the number of successfully registered customers.
  • Pending Stock Ledger Entry Submissions – Lists stock ledger entries that are yet to be submitted.
  • Successful Stock Ledger Entries – Shows the number of successfully processed stock ledger entries.
  • Failed Stock Ledger Entries – Tracks stock ledger entries that failed during submission.
  • Pending Supplier Submissions – Lists suppliers that are yet to be submitted.
  • Pending BOM Submissions – Highlights BOM submissions waiting for processing.
  • Successful BOMs – Shows the number of successfully processed BOMs.
  • Failed BOMs – Tracks BOMs that failed during submission.
  • Registered Suppliers – Displays the number of successfully registered suppliers.

πŸ“Š Charts & Visual Insights:

eTims Dashboard

  • Document Submission Status – Provides a full-width graphical representation of submission statuses (Pending, Successful, Failed).
  • Integration Request Endpoints – Displays a full-width chart summarizing API requests, endpoints, and responses.

βœ… Features:

  • Visual summary of submission statuses.
  • Quick access to detailed records and logs.
  • Efficient troubleshooting with error reporting.

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