Actionable Insights are the tiles that display at the top of your Dashboard tab. They provide you with summary level information on the documents within your Fulfillment account. Three Insights will automatically display: New Orders, Errors, and Pending Partner Receipt. You also have the ability to activate additional Insights to further personalize your Dashboard tab.
To activate additional Insights, follow the steps listed below:
- Click on the Preferences tab.
- Click Insight Customization.
- To activate an Insight, toggle the switch to blue.
Within Insight Customization, you also have the ability to exclude Trading Partners from your Insights. To do this, click the Edit icon. From the menu, select the Trading Partners you do not want to see in your Insights.
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