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User Knowledge Base

Dashboard Filters

A screenshot of a computer Description automatically generated A screenshot of a computer Description automatically generated

You can filter the selected dashboard to quickly get the information you require for a report. From the Filters menu, select one or more portfolios and attributes. Each time you apply a filter, the widgets on the dashboard dynamically update for the selected portfolios and attributes.

A screenshot of a filter examples

Filters that you apply show on the dashboard, to track what you see, remove one or more filters, or clear all filters quickly.

In this section:

During the onboarding process, your organization gives a list of third-party vendors and suppliers, which are mapped to a set of portfolios to show in the portal. Portfolios are used to manage and prioritize vendors as a group, for risk tolerance or your definition of what is important to your organization.

An attribute is a tag assigned to a company to make granular, custom filters. You can create attributes, or you can request that the ROC creates attributes for you.