Home Tab

The Home tab displays the "My Scan Activity" dashboard that displays users' scan activity and the "My Processed Cards" list view lightning web component.

By default, the My Scan Activity dashboard displays three charts:

• My Processed Scans: Displays the total number of scans processed by the user.
• My Processed Scans by Month: Displays the total number of scans processed by month.
• My Unprocessed Scans: Displays the total number of unprocessed scans (scans that haven't been processed as Leads or Contacts).
  

By default, the List View lightning web component shows the three most recent scan item records from the 'My Processed Cards' list view. However, it can be customized to display results from other list views.

Note: Users who do not have the System Administrator profile will need access to the Scan and Dashboard Report folders to view the dashboard and charts.

My Scan Activity Dashboard

By default, the "My Scan Activity" Home dashboard is visible only to users with the System Administrator profile. Users without this profile will see only the List View lightning web component when they access the Home tab. To view the "My Processed Cards" dashboard, users need view access to both the "Scan Homepage Dashboard" dashboard folder and the "Scan App" report folder. To give users access to the "Scan App" report folder:

Step 1: Navigate to the Reports Tab

• After logging in, click on the App Launcher (the grid icon) in the top-left corner.
• Search for and select Reports.

Step 2: Access the Report Folders

• In the Reports tab, click on the All Folders dropdown menu to view all available folders.
• Locate the Scan App folder.

Step 3: Manage Sharing Settings

• Click the More Actions button (downward arrow icon) next to the folder name.
• Select Share from the dropdown menu.
  

Step 4: Add Users, Roles or Groups

• In the Share Report Folder dialog, click the Add button.
• Choose Users, Roles, or Groups.
• Enter the name of the user, role, or group you want to grant access to and select them from the list.

Step 5: Set Access Level

• After selecting the user, role, or group, choose the View option from the access level dropdown.
• Click Share to confirm the access level.
  

Step 6: Save Changes

• After setting the access level, click Done to apply the changes.