|
Best Practices
SmartGlance Best Practice guidelines ensures that you get the best out of SmartGlance in your day to day business / operations, thereby enabling you to make smart decisions anywhere, anytime.
Visualization - Follow the guidelines below to effectively monitor your business in Real Time.
| Recommendation |
Description |
Applicable for |
Example |
Report Title 1 (RT1),
Report Title 2 (RT2) |
RT1 is typically the main title of the report. E.g. Production Report as shown in image.The RT2 is typically the generic info about that report such as "Plant Name" or "Region/Location" or "Server Name". These fields are mandatory.
|
All Phones |
|
| Unique Report Name |
The RT1 and RT2 together identify a report. If you would like to update an existing report, you can just send new data with the same RT1 and RT2. If you want to create a new report, you can easily do that by changing the RT1 or RT2. (Do not modify RT1 or RT2 unless you would like to create a new report)
|
All Phones |
 |
|
Report Title 3 (RT3) / Sub Report Title
|
RT3 is not mandatory but can be efficiently used to define the period or date of the report that changes all the time. E.g. October 14th, 2011. RT3 can be 50 characters long.RT2 and RT3 together scroll from right to left on the phone
|
All Phones
|
|
|
Column and Row Headers
|
For a nice, readable display on a small mobile screen, please limit text to 13 characters for each Column Header and Row Header. Choose appropriate header names to identify each column/row for good readability. SmartGlance also offers an easy way to XY Swap and view a report flipped sideways. So, please ensure that rows are also appropriate and clearly identifiable.
|
All Phones
|
|
|
Cell data
|
To avoid cropping, limit data in a cell to 13 characters; use abbrevations to display entire data and use longer names in the ibutton
|
All Phones
|
|
|
Real Time Reports
|
The real time report always has the cursor by default on the last updated column; every time the report gets refreshed a new column gets added to the report. The report has a maximum 120 columns which means after every refresh the earlier columns are overwritten. The real time report has a Date and Time stamp on the Column header which differentiates it from the table reports.
|
All phones
|
|
|
Standard reports / Table reports / Historical reports
|
Any report which is not a real time report is a Historical report/ Standard report/ Table report; the two major differences between these type of reports is that the iButtons are not available in different colors as they are not real time and secondly the availability of the XY Flip button in the standard report which is disabled in Real Time Report.
|
All phones
|
|
|
The RT and T symbol
|
The RT and T symbols represent Real Time and Table reports respectively; a report can be identified as a real time or a Historic one based on these symbols
|
BlackBerry phones
|
|
Analytics - Follow the below guidelines to effectively Pinpoint a Problem
| Recommendation |
Description |
Applicable for |
Example |
|
XY Swap for
advance analysis
|
Many times reports need to be analysed in Standard and XY Swapped mode. SmartGlance offers a quick button to XY swap any report. It is important to design the reports in such a way so that even in XY swapped mode, they make sense. Also, to ensure that the column heads follow the 13 characters limit in both - Standard and XY swapped mode.
|
All Phones
|
|
|
Album View
|
If you want to compare multiple tags with one benchmark (e.g. Golden batch performance, target sales etc), you can use the Album view. It gives a gallery of charts that can be swapped very fast for a quick glance.
|
All Phones
|
|
Action Tools - Follow the below guidelines to effectively Solve Problems
| Recommendation |
Description |
Applicable for |
Example |
|
Drill down to
pinpoint problems
|
The drill down functionality can be defined in a way wherein you can jump from one report to other. You can have the name of the child/destination report in a specific format so that you can just tap on a report to goto the next report. This can be used to pinpoint a problem. There is no limit on number of drill down levels. For e.g. You can have a top parent level report showing shipment at plants, child level report showing production lines and grand child level report showing machine stoppages. User can then start from plant, drill down to production lines and further drill down to machine stoppage report.
|
All Phones
|
|
|
Friendly URL for
more info
|
The user may also add a URL to open a particular Web site or to refer to a schematic diagram PDF, 3rd party application.
|
All Phones
|
|
|
iButton - fully
Custom
|
The iButton is rich feature. Full use of it will bring a lot of benefits.
Color - To represent alerts
Contact details- E-mail, Phone
Website - To go to a website using friendly URLs
Jump /Drill down - From one report to other report for dill down
|
All Phones
|
|
|
Share Button
|
You can use the Share button to share the screenshot or the entire report with your colleagues or your team members.
|
All Phones
|
|
|
SmartGlance Logo
for refresh
|
The SmartGlance logo can be used to refresh the data or the report which will display the latest changes to the report post the refresh activity. If a user logs out and then logs back in the report gets refreshed as well
|
iPhone
|
|
Additional Features - Simplify Your User Experience
| Recommendation |
Description |
Applicable for |
Example |
|
Turn Off
unwanted reports
|
We recommend you TURN OFF excess reports in your account. This helps in organizing your report list. You can always enable the reports which you have turned off when you need them.
|
Apple
BlackBerry
|
|
|
Set Favorite Reports
|
Add the more frequently used reports to your Favorites list It provides quick access to your reports.
|
All Phones
|
|
|
Custom Report
|
Break a large report into several smaller reports for quick analysis.
|
All Phones
|
|
|
Currency symbols in the data cell
|
Avoid using the currency symbols in the data as charts treat them as non-numeric data and are not plotted. You can place the currency symbol in the column header itself. e.g. Profit ($). If you are not planning to view charts, using the currency symbols in the data cell will not be a problem.
|
All Phones
|
|
|
Recent Button
|
To view all recent reports viewed in your account, you can go to the Recent tab which not only displays the reports which were last viewed but also indicates the time spent on each report.
|
Apple
Blackberry
Windows Phone 7
|
|
|
Forward and
Backward arrows
|
The forward and the backward arrows besides the RT1 can be used to move from one report to other.
|
All Phones
|
|
|
Order of the reports
|
You can change the order of the reports on a touch screen phone using the option on the extreme right of each report and drag the report Up or Down as per the need. This can also be done for the Favorite list.
|
Apple
Android
|
|
|
Menu key on the phone
|
In BlackBerry, while accessing reports, use the menu key which has shortcuts to navigate within the App.
|
BlackBerry phones
|
|
Read More :
Get Started Now
SmartGlance Features
Coming Soon!
SmartConnectors
Whats New!
|
