Navigate to Dashboard

Written by Uday Kumar Updated September 17, 2026 05:09

Who this is for. AP Helpdesk Analysts and Managers. See the Roles and Access.

The Dashboard is the first tab in SmartVendor and the console’s landing page. It stacks panels, one under another, and each answers a different question about what the agent has been doing.

No two agents show the same Dashboard. Which panels are drawn depends on what the selected Agent Co-worker does, whether it runs supervised, and what you are allowed to see.

This article covers the whole surface: opening it, the panels and the order they appear in, setting a time range, every control on a panel, and what to check when a panel is missing or empty. The individual panels have their own articles.

Open the Dashboard

In the navigation rail, point to SmartVendor and select SmartVendor from the menu that opens.
The console opens on Dashboard. If you are on another tab, select Dashboard.

The menu opens beside the rail, offering the console and its settings.

Figure 1. The SmartVendor menu, open beside the navigation rail.

Selecting SmartVendor opens the console on the Dashboard tab.

Figure 2. The Dashboard, open on the first panel.

The Dashboard is several screens tall. Scroll rather than expecting everything at once.

The panels, in order

An AP Helpdesk agent draws five panels, always in this order.

All five panels collapsed, showing the stack in order

Figure 3. The five panels collapsed, which is the quickest way to see the stack.

Table 1. Panels on an AP Helpdesk dashboard.

Panel	What it answers
AP Helpdesk Activity Summary	How much did the agent do, and what kind of senders wrote in?
Mailbox Intelligence	Who is writing, how were they matched to a vendor, and what went out?
Agent Processing	What did the agent read the mail as, and what happened to the documents people sent?
SOR Insights	What does the vendor master look like on enrollment, contacts and duplicates?
Prioritized Tasks	What is waiting, and why is it stuck?

Read them in that order the first time. The first three narrow from volume to intent, the fourth explains the vendor data behind them, and the last is the only one that asks you to do something.

Panels you may also see

Other agents draw other panels. If your Dashboard does not match Table 1, the agent you have selected does a different kind of work.

An agent that runs both functions draws both sets, with the three invoice panels above the helpdesk panels: Document Intelligence, Top Vendors and AP Invoices Activity Summary, then AP Helpdesk Activity Summary and the rest of Table 1. On such an agent AP Helpdesk Activity Summary is the fourth panel rather than the first.

Table 2. Panels drawn for other agents.

Panel	Appears when
Document Intelligence	The agent processes invoice documents.
Top Vendors	The agent processes invoice documents.
AP Invoices Activity Summary	The agent processes invoice documents. Tasks Overview The agent runs in Collaborative Mode. Hidden from agent-level users.
Tasks and Utilization	The agent runs in Collaborative Mode.

Set a panel time range

Most panels carry their own time range, and they do not share it. Setting 365 Days on one panel leaves the others where they were.

A panel heading showing the quick ranges and the resolved dates

Figure 4. A panel heading: the collapse triangle, the quick ranges, then the dates they resolve to.

Four quick ranges sit in the panel heading: 1 Day, 7 Days, 30 Days and 365 Days. The range currently in force is the one not shown as a link.

Where a panel also shows a pair of dates, those are the actual start and end the range worked out to. Check them before quoting a figure, particularly after selecting 365 Days.

Which panels have a range

Range controls differ by panel, and two panels have none at all.

Table 3. Range controls by panel.

Panel	Quick ranges	Resolved dates
AP Helpdesk Activity Summary	Yes	No
Mailbox Intelligence	Yes	Yes
Agent Processing	Yes	Yes
SOR Insights	No	No
Prioritized Tasks	No	No

The invoice panels do not offer the same quick ranges as the helpdesk panels. Document Intelligence and Top Vendors offer 1 Day, Current Month to Date, Last 3 Months and Last 6 Months. Every other ranged panel, AP Invoices Activity Summary included, offers 1 Day, 7 Days, 30 Days and 365 Days.

The two without a range are not missing anything. SOR Insights describes the vendor master as it stands today, and Prioritized Tasks shows the queue as it stands now. Neither is a measure over a period.

Set 365 Days when you are checking whether a chart works at all, then narrow it once you know it does.

Collapse and expand a panel

Each panel carries a triangle beside its name. Select the panel name, or the triangle, to collapse the panel; select it again to bring it back. A collapsed panel keeps its place in the stack and shows its name only.

One panel collapsed above an expanded one

Figure 5. Mailbox Intelligence collapsed, with Agent Processing expanded below it.

The triangle tells you the state: it points down when the panel is open and right when it is closed.

Prioritized Tasks arrives collapsed. Every other panel arrives expanded, so if the foot of your Dashboard looks like a bare heading, that is why.

Collapsing is worth doing. The Dashboard is several screens tall, and closing the panels you are not using puts the ones you are within one scroll.

How a chart card is laid out

Every chart card follows the same layout, so once you can read one you can read all of them.

Table 4. Parts of a chart card.

Part	Where it is
Card title	Top left. Names what the card measures.
Export icon	Top right. Opens the export menu.
Total line	Centred above the chart, in the form Total <thing>: <number>. This is the figure to quote, not the sum of the bars you can see, because a legend selection can hide some of them.
Category axis	Down the left of a bar chart, naming what is being counted. Each category carries its own share as a percentage in brackets.
Value axis	Along the bottom, usually named for what is being counted, such as Email Volume. The submission cards on Agent Processing label it Processing Outcome instead.
Value labels	On or beside each bar, giving the number that bar represents.
Legend	Beneath the chart. On most cards, selecting an entry hides that series.

Donut cards replace the axes with a total in the center and put every share in the legend.

Read the total line first and the percentages second. The percentages are shares of that total, so they answer “how much of it” rather than “how many”.

Export a card

Selecting the icon at the top right of a chart card opens an export menu for that card alone.

Figure 6. The export menu on a chart card.

Table 5. Export formats.

Format	Use it for
Export as PDF	A copy to attach to a report or circulate.
Export as PNG	Dropping the chart into a slide or a document.
Export as SVG	The chart as vector art, so it stays sharp when resized.
Export as CSV	The numbers behind the chart, for a spreadsheet.
Export as XLSX	The same numbers as a workbook.

The two data formats are the useful ones when somebody questions a figure, because they give the values the chart was drawn from rather than a picture of the chart.

An export covers the card you opened the menu on, over the range that card is currently set to. Set the range before you export, not after.

Use the chart legends

Legends are controls, not keys. Every entry is selectable, and what selecting one does depends on the kind of chart.

Table 6. What selecting a legend entry does.

Chart	Selecting an entry
Bar chart	Hides that series. Select it again to bring it back. Use it to isolate one sender type or one outcome when several are stacked on the same bar.
Donut	Detaches that segment from the ring so it sits slightly outside the others. Select it again to reseat it. It is a way of pointing at a share, not of hiding one.

A donut with one segment detached after a legend selection

Figure 7. A donut segment detached after its legend entry was selected.

Hovering a legend entry does nothing on either kind of chart. There is no tooltip and no highlight, so selecting is the only way to make a series stand out.

Two legends really are keys rather than controls: the Intents and Outcomes key on AP Helpdesk Activity Summary, and the priority key on Prioritized Tasks. Selecting an entry in either does nothing.

On a bar chart, hiding a series changes the chart but not the total above it. Quote the total line rather than the sum of the bars you can currently see.

Drill into a number

Selecting the chart itself, rather than its legend, opens a dialog listing the records behind the figure. This is how you get from a number to the messages that produced it.

Table 7. What opens a drill-down.

You select	The dialog lists
A bar	The messages that make up that bar.
A donut segment	The messages in that segment.
A linked entry in a table, such as an address in the top-senders card	Every message from that sender.

A drill-down dialog listing the messages behind a bar

Figure 8. The drill-down from a bar on Emails Received.

The dialog is titled for what you selected, so selecting the enrolled bar on Emails Received opens Emails Received from Enrolled Senders. The columns follow the card: a received drill-down gives sender name, sender address, the message, how the sender was matched and the date, while a sent drill-down gives the recipient, the message and the date.

The columns follow the panel. A drill-down from an intent card on Agent Processing lists the sender, the address, the message and the received date, then the matched vendor, the task reference and the task status, so a message and the task it raised sit on one row.

A long list pages inside the dialog, with its own Rows per page control and a page counter.

Three controls sit on the dialog itself.

An envelope beside each row opens that message.
An export icon at the top right exports the list.
A cross closes the dialog and returns you to the Dashboard with the panel as you left it.

The counters on AP Helpdesk Activity Summary do not drill. They are figures rather than buttons, and selecting one does nothing.

One drill-down navigates instead of opening a dialog: a segment of the Vendor Record Enrollment donut on SOR Insights opens the Vendors tab. Use the browser back control to return; the panels redraw and any range you had set goes back to its default.

When a panel is missing

A panel can be missing for three reasons. Work through them in order, because the first explains most cases.

Two terms decide most of it. An agent runs either in Collaborative Mode, where it hands work to people to pick up as tasks, or in Governed Autonomy, where it answers within limits you have set and raises a task only when it cannot. An agent-level user is someone whose role covers working the agent’s own queue rather than supervising a team.

Table 8. Why a panel is not drawn.

Check	What it explains
What the agent does	Panels are drawn for the kind of work the selected Agent Co-worker performs. An agent that never touches invoice documents never draws the invoice panels. This explains most cases.
Whether it is supervised	Tasks Overview and Tasks and Utilization belong to Collaborative Mode. An agent running in Governed Autonomy does not draw either, so a mailbox agent can show Mailbox Intelligence and Agent Processing but no task panels.
Your role	Tasks Overview is hidden from agent-level users even where Collaborative Mode is on. If a colleague sees it and you do not, compare roles.

A connection that neither processes documents nor works a mailbox, such as a file transfer or an accrual connection, opens the Dashboard with no panels at all.

When a panel is empty

That is a different problem from a missing panel.

A panel that draws its heading and then reads No Data To Display has no data for the range it is set to. Set 365 Days and look again.
A panel showing only its name with nothing under it is collapsed, not empty. Prioritized Tasks arrives that way.
Check the resolved dates against when the agent was actually running. A panel cannot show activity from before the agent was connected.