dspMonitor

Customize User Settings

Users can configure settings specific to their user profile.

To customize user settings:

  1. Select Configuration > User Reports/Filters in the Navigation pane.

    NOTE: All users with security to dspMonitor™ display. Refer to Security for detailed information on granting user security to dspMonitor™.

  2. Click the Edit icon for a USER ID row.

    View the field descriptions for the Users Reports/Filters page

  3. Select an option in the REPORT HEADER ID list box if default value is not applicable.

    NOTE: The REPORT HEADER ID controls how the report headers display for the user. By default, the reports display the original header names, which in most cases are Target ERP header names. A user can choose to display the Translated value, leave it Untranslated or display both values.

    NOTE: When a group report is run, dspMonitor™ uses the Group Owner’s Report Header ID for the unfiltered users’ report. This is done because only one copy of the unfiltered report is generated.

  4. Click SEND ATTACHMENT check box to enable it, which sends reports as an attachment to this user's workflow email.

    NOTE: If SEND ATTACHMENT is disabled, the user must log in to dspMonitor™ to manually download a copy the report.

  5. Click SEND NOTIFICATION check box to enable it. The user receives a notification when a report has been run.

    NOTE: If the report contains more records than what is specified in the Workflow Attach Record Limit parameter (Configuration > Parameters), a notification is sent instead of the actual report file.

  6. Click SUMMARY NOTIFY check box to enable it. The user receives a single email with all reports for the day instead of receiving an individual email for each report.

  7. Click THRESHOLD NOTIFY check box to enable it. The user receives a group threshold notification workflow for Groups that are at critical or warning thresholds.

    NOTE: These check boxes are not available if a user does not have a valid email address included with the user account information.

  8. Click Save.