1 Allocation Reports

Allocation has two types of reports — dashboard reports and contextual reports. Both types embed business intelligence into the fabric of the solution.

Dashboard reports are role-based and are intended to highlight actionable or frequently monitored activities in order to help the allocator manage to exceptions in their business and prioritize their work for the day. Actions taken from dashboard reports launch into Allocation workflows, allowing the allocator to act in the context of what they were viewing in the dashboard.

Contextual reports are displayed in selected Allocation pages and allow for an extension of information available in the associated screen, providing further details about a transaction or entity that is not present on the screen. It dynamically refreshes when certain actions (called contextual events) are performed.