Setting up Insights Dashboards for Lease Administration
PeopleSoft Lease Administration delivers Insights dashboards to analyze Lease Administration data using different visualizations.
To set up Insights dashboards for Lease Administration:
Use the Deploy Search Definition page to deploy the search definition (PeopleTools, Search Framework, Administration, Deploy Search Objects).
The PeopleSoft Lease Administration search definitions are:
EP_RE_PAYMENT_INS (Lease Payment Insights dashboard)
EP_RE_PAYMENT_INS (Lease Payment Forecast dashboard)
See also Search Definitions and Privileges for a list of Lease Administration search definitions for PeopleSoft Insights dashboards.
Use the Schedule Search Index page to run the Build Index process (PeopleTools, Search Framework, Administration, Schedule Search Index).
The first time you run this process for a search index, you should always select Full Index as the Indexing type. You can run incremental indexes after that.
Use the Deploy Insights dashboards page to deploy the dashboard and the tile (PeopleTools, Search Framework, Administration, Deploy Insights Dashboards).
When you deploy a dashboard, you are copying the dashboard from the PeopleSoft database to your instance of PeopleSoft Insights. The deployed dashboard is then available on the Saved Objects page in the Management section on the Insights home page. Use the Deploy Insights Dashboards page to deploy or update a dashboard. For more information on Deploying a Dashboard, see PeopleTools:Search Technology, Working with Insights Dashboards for PeopleSoft Application Data, Deploying a Dashboard.
Use the Personalize Homepage Page to add the tile to a homepage.
Use the User Roles page to add the privileges to users (PeopleTools, Security, User Profiles, User Profiles).
The PeopleSoft Lease Administration privileges are:
Insights LA Edit Privilege
Insights LA View Privilege
See also Search Definitions and Privileges for a list of all product privileges for PeopleSoft Insights dashboards.
PeopleSoft Lease Administration has these tiles associated with Insights dashboards:
Lease Payment Insights
Lease Payment Forecast
For additional information about how to add a tile to a PeopleSoft Fluid Home page, see Adding Homepages and Tiles and PeopleTools: Application User’s Guide, “Working With PeopleSoft Fluid User Interface”, Working with Fluid Homepages and Dashboards, Managing Tiles on Fluid Homepages and Dashboards.
This example illustrates the Lease Payment Insights tile
This example illustrates the Lease Payment Forecast tile
