Table of contents
Explore what's new in the Opus Reports and Dashboards, version 1.0.0 release. To learn more about the Opus Reports and Dashboards, version 2024.1.0 app that powers the solution, see To learn more about the Opus Reports and Dashboards, version 2024.1.0 app that powers the solution, see What's new in the Opus Reports and Dashboards, version 2024.1.0 release.
Release information
This document describes the TraceLink capabilities included in the Opus Reports and Dashboards, version 1.0.0 release, which is available on Validation and Production on 28 Sep 2024.
The following solutions are impacted by this release and will be updated to the version listed:
- Opus Reports and Dashboards, version 1.0.0
Apps that support this solution version:
- Opus Reports and Dashboards, version 2024.1.1
The features below are in order of functional relevance (i.e. the typical order in which a user executes a function or task).
These release notes are subject to change based on the deployment of the release. In the event of changes, the release notes and any related documentation will be updated within one week of release deployment. Deployment completion can be confirmed in the TraceLink Release Notice email.
Revisions
| Date | Revision | Description |
|---|---|---|
| 28 Sep 2024 | 01 | Initial version. |
| 29 Oct 2024 | 02 | The following updates have been made since the previous revision was distributed:
|
Features
The following new or updated functionality is included in this release.
Introduction of Opus Reports and Dashboards: TraceLink's Next Generation Data Visualization Product
This release introduces Opus Reports and Dashboards (ORD), which provides new insights into the data in a company’s licensed TraceLink products. ORD gives users real-time visibility into their company’s data, based on the business objects (e.g. Purchase Orders) that are relevant to their company's use cases. Companies can create their own reports and dashboards (which can include a combination of tables and charts) to give stakeholders and decision makers easy access to the data that is most important to them. Displaying only the data that is relevant to the company’s business goals makes it easier to make quick decisions using the right data. Reports and dashboards are created using an intuitive drag-and-drop interface that displays real-time data during creation, which ensures that the information appears on the page exactly as the Report Designer intended.
ORD provides the following objects:
- Query objects serve as the basis for reports. They consist of one primary object and optionally one or more secondary objects, all of which are business objects in a selected TraceLink application. These objects define the types of data that will appear in a report.
- Reports leverage query objects to display tabular data for business objects that meet the specified criteria.
- Dashboards allow users to see a variety of data in a single page, using tables or a wide range of charts. Report Designers can create and edit dashboards without accessing the data itself, ensuring that they can experiment with data visualization with no risk of corrupting or overwriting the underlying data.
Instructions for performing the tasks described in the following sections will be available in a future release of the Opus Reports and Dashboards documentation.
View, Create, and Manage Query Objects
This release allows Report Designers to search for, view, create, edit, and manage query objects that their company can use as the basis for its reports. Query objects provide a reusable structure for creating reports, shortening the time required to create a report and ensuring consistency when multiple reports access the same data. Query objects are not visible to Report Users, which ensures that they can focus on the data in the report instead of the report’s underlying structure.
Report Designers can create new query objects by:
- Copying a marketplace query object to their company.
- Copying an existing company query object.
- Creating a new query object from scratch.
Report Designers can edit existing query objects by creating a new version based on an existing query object. After creating or editing the query object, Report Designers release it to their company catalog, making it available for any Report Designer in the company to use in their reports.
Impact analysis
- Interface options:
- Web UI
- Business segment impacts:
- All business segments (both Owners and Partners)
View, Create, and Manage Reports
Report Designers can search for, view, create, and edit reports based on the query objects available in their company catalog. Report Users can then view the reports and leverage filters to further refine their results. Report Designers can create and edit reports without accessing the underlying data or specific objects, which provides data encapsulation and ensures that restricted information remains hidden.
Impact analysis
- Interface options:
- Web UI
- Business segment impacts:
- All business segments (both Owners and Partners)
View, Create, and Manage Dashboards
Report Designers can search for, view, create, and edit dashboards that leverage built-in charts to provide a visual representation of data based on defined filters. Report Designers can create and edit dashboards without accessing the underlying data itself, ensuring they can experiment with data visualization with absolutely no risk of corrupting or overwriting the data.
Impact analysis
- Interface options:
- Web UI
- Business segment impacts:
- All business segments (both Owners and Partners)
Resolved issues
Opus Reports and Dashboards 1.0.0
There are no resolved issues in this release.
Known issues
Opus Reports and Dashboards 1.0.0
There are no known issues in this release.
