Portal charts

External users, such as the staff of a customer or a transporter, sign in to the portal. Its home page can show charts, for example the number of work orders created each month. The Portal Charts page sets up those charts and decides which portal roles see each one.

To open it, select Admin > Portal Charts.

Each chart counts only the records of the companies the viewing user is linked to, so the same chart shows each user their own numbers.

Who sees a chart

An External user sees a chart on the portal home page when all of these are true:

• the chart is not disabled;
• the chart is assigned to the user’s portal role on this page (see Assign roles);
• that role has View Dashboard in the Dashboard section of the Portal group, in Role management. This page calls that permission Charts (Read);
• the user is linked to at least one entity the way the chart counts: as Customer for Work Order Volume and Job Volume, as Transporter for Work Orders Hauled. See Linked Entities.

The user’s portal role is set on the user’s record: see Roles or Portal Role.

What External users see

On the portal home page, the charts appear below the boxes at the top, lowest Order number first, two side by side on a wide screen. Each chart shows its title, its description and the chart itself: a line, columns, or a pie drawn as a ring. It has one point per month for the months set in Period (months), up to last month; the current month is not included.

The counts leave out cancelled work orders. They also follow any custom filters that limit the work orders the user sees (see User Level Filters).

The list of charts

The page lists the charts in order of their Order number:

Column	Shows
Order	The order of the chart on the portal home page.
Title	The title, with the description below it.
Shows	What the chart counts, and the period, for example Work Order Volume - last 24 months. A kind of chart TrakIT cannot draw is shown in red with (unknown): such a chart is never shown.
Type	Line, Column or Pie.
Roles	The portal roles the chart is assigned to, or None - nobody sees it.
Status	Active, Disabled, or Not shown for a chart of a kind TrakIT cannot draw.
Updated	When the chart was last saved, in UTC, and the user ID of who saved it.

The icons at the end of each row are the pencil (Edit), the people icon (Roles) and the bin (Delete). Only system administrators see the pencil, the bin and Add Chart: other users see Only a SysAdmin can add, change or delete portal charts. at the top of the page.

Add a chart

1. Select Add Chart.
2. In New Portal Chart, enter a Title and choose what the chart Shows.
3. Fill in the other chart fields you need.
4. Select Save.

TrakIT says Chart saved and opens the Roles popup of the new chart, because nobody sees a chart until it is assigned to a role. Assign the roles that should see it.

A new chart starts as a line chart over 24 months, with an Order number after the last chart.

Chart fields

Field	What to enter
Title	The heading above the chart on the portal, up to 60 characters. Required. Two charts cannot have the same title.
Shows	What the chart counts: see What a chart can show. Required. Under the fields, a line describes the choice.
Description	Optional, up to 200 characters: a line under the title on the portal.
Period (months)	How many past months the chart covers, from 1 to 36. The current month is not included.
Chart Type	Line, Column or Pie.
Order	A number from 0 to 9999. Charts are shown lowest number first.
Default Size	Small, Medium or Large. The portal home page currently shows every chart at half width.
Status	Tick Disabled (hidden from everyone) to hide the chart without deleting it.
Chart Options (JSON)	Optional, up to 2,000 characters: display options for the chart, as a JSON object, applied over the portal’s own styling. For example, {"plugins":{"legend":{"display":true}}} shows the legend. Leave it blank for the default look.

The title and the description cannot start with =, + or @, and cannot contain HTML tags.

What a chart can show

Shows	Counts	Shown to users linked as
Work Order Volume	Work orders created each month, on the jobs where the user’s companies are the customer.	Customer
Job Volume	Jobs created each month, where the user’s companies are the customer. A job’s month is the month its first work order was created.	Customer
Work Orders Hauled	Work orders created each month on which the user’s companies are the transporter, outbound or return.	Transporter

A user linked both ways sees the charts of both kinds.

Change, disable or delete a chart

To change a chart:

1. Select the pencil icon (Edit) on its row.
2. In Edit Portal Chart, change the fields.
3. Select Save. TrakIT says Chart saved.

To hide a chart from everyone but keep its setup and its roles, edit it and tick Disabled (hidden from everyone).

To delete a chart:

1. Select the bin icon (Delete) on its row.
2. In Delete Portal Chart, check the message. If the chart is assigned to roles, it says how many: they lose the chart at once.
3. Confirm. TrakIT says Chart deleted.

Message	What to do
A title is required	Enter a Title.
Choose what the chart shows	Choose an option in Shows.
Another chart is already called followed by the title	Choose another title.
The title or description contains characters that are not allowed	Remove the HTML tag, or the =, + or @ at the start.
The chart options must be a JSON object followed by an example, or The chart options are not valid JSON	Correct Chart Options (JSON), or clear it.
The period must be between 1 and 36 months	Correct Period (months).
The order must be between 0 and 9999	Correct Order.

Assign roles

Select the people icon (Roles) on a chart’s row. The Roles popup lists the portal roles the chart is assigned to:

Column	Shows
Role	The portal role.
Users	How many users hold the role.
Can See Charts	Yes if the role has the permission to see charts, or No - needs Charts (Read). A role without it does not see the chart, even when it is assigned. Give the role View Dashboard in the Dashboard section in Role management.

To assign a role:

1. Choose the role in – Select an external role –. The list offers the portal roles the chart does not have yet, each with its number of users.
2. Select Assign.

TrakIT says the role can now see the chart. If the role lacks the permission, TrakIT also says that its users will not see charts until it is granted in Role Management. Every external role already has this chart. means there is no role left to assign.

To take a chart away from a role, select the cross (Remove) on the role’s row. There is no confirmation: TrakIT says the role no longer sees the chart. To undo it, assign the role again.

Only portal roles can be given a chart. Only system administrators can assign and remove roles; other users can open the popup to see them. Select Close to close it.

Who can use this page

To open the page, your role needs Create in the Charts section, in the System group of Role management. With it, you see the charts and their roles. Without it, TrakIT says You do not have the permission to manage portal charts. External users cannot open the page.

Only system administrators can add, change, disable and delete charts and assign or remove roles. The page checks that you are one, rather than a permission in your roles.