User interface

The following is a summary of using the main menu.

Main menu

Overview

The main menu located at the top of the Dashboard interface contains buttons that allow the user to customize the navigation panel, select the time zone, access the user account profile, and log out.

Figure 1. The main menu with expanded navigation panel:

Navigation panel

The navigation panel is located on the left side of the interface and contains buttons for switching between the sections that are available for the user account. The panel can be shown expanded with the sections' names and the corresponding icons or collapsed (with the sections' icons and the tooltips with the corresponding names). To expand or collapse the navigation panel, use the button on the left of the main menu.

Clock

The clock with an option to select the time zone is located on the left of the main menu. Selecting the time zone affects the way the data is shown, but it does not impact the way business days are determined and counted. Business days for reporting purposes are set in UTC + 00:00.

Sections

The Dashboard interface includes the following sections:

Lists

Dashboard implements lists to display large volumes of records with .

includes the following types of filters:
  • Predefined filters—they are available via the buttons located at the top of the list, in the filter area. These filters allow you to select or deselect filtering with the use of a single parameter, for example, currency in one-click.
  • Custom filters—they are available in a separate panel which is opened with the button on the right located in the filter area. They allow you to filter recorded data according to a total of selected parameters. The settings of such filters can be flexibly configured and saved for future use.