Dashboards, reports and views

Each main menu item opens its own dashboard; five reports cover the questions trade houses ask every day; and every list can be saved as a view. Dashboards are shared Workspace records, the same in the app and in Desk, so one dashboard serves both.

1. The shipped dashboards

Dashboard	Boxes
Dashboard (overall)	The command centre: key figures across trading, finance and shipping, the fleet map, what needs attention
Trading	Open Trades, Trade Pipeline, Expected Trade Margin, Realised Trade Margin; Open Trades by Status; Expected Margin by Commodity; trades by laycan
Contracts	Contracts in Draft, Contracts Awaiting Signature, Signed Contracts; Trade Contracts by Status; Latest Trade Contracts
Shipping	Vessels at Sea, Nominations to Accept, Laytime to Approve; the fleet map; Voyages by Status; Latest Laytime Calculations
Documents	Open Surveyor Work Orders, Document Sets in Progress, Rejected Documents; Document Sets by Status; Latest Trade Documents
Trade Finance	Live Letters of Credit, LC Exposure, Discrepant Presentations; credit deadlines; bank facilities; Letters of Credit by Status; Letters of Credit Issued
Risk & Treasury	KYC to Finish, Open Trade Alerts, Open Hedges, Open Funding Requests; what needs attention; Counterparties by Risk; Latest Sanctions Screenings
Master Data	Vessels, Ports, Counterparties, Sanctions List Entries; Latest Vessels; Latest Ports
Administration	Process Steps Past SLA, Failed Automation Runs, AI Commands; AI Commands by Outcome; Latest Automation Runs

Click a number card or chart to open the list behind it. Every figure is read with your permissions.

2. Change a dashboard

1. Open the dashboard and click Edit.
2. Add a box: choose from the catalogue (number cards, charts, quick lists, the fleet map and other blocks), or make a new number card or chart.
3. Drag boxes to move them, drag their corner to resize, remove the ones you do not need.
4. Save. A Workspace Manager saves it for everyone; anyone else saves as my dashboard, a personal copy.

New makes another dashboard (e.g. My credits desk): from scratch or as a copy of the current one, For everyone or Only you. More renames or deletes a dashboard you may change (its figures and charts stay for other dashboards). On a list page, Add a dashboard to this page puts a dashboard above that list.

Desk's PALBONTradeFinance workspace pages open these same dashboards in the app.

3. Reports

Report	Menu	Shows
Trade Register	Trading › Reports	Each trade: title, status, commodity, quantity, Incoterm, supplier and buy price, buyer and sell price, expected and realised margin, laycan, currency
Outstanding Settlements	Trading › Reports	Each unpaid settlement: trade, leg, counterparty, status, total, paid, outstanding, due date, days overdue
Laycan Schedule	Shipping › Reports	Each voyage: trade, vessel, status, ports, laycan, ETAs, nomination, B/L date
Credit Deadlines	Trade Finance › Reports	Each live credit: LC number, type, status, trade, maximum, B/L date, present-by date, expiry, the next date and days left
Facility Exposure	Trade Finance › Reports	Each facility: bank, limit, utilised, available, % used, live credits

Reports open in Desk's report view, where you can filter, sort, group, chart and export them.

4. Saved views

On any list (see Finding your way):

1. Set the columns, filters, sort and grouping you want.
2. Save view, give it a name, and choose whether everyone sees it (managers only).
3. Pick a view from the view menu; make default opens the list with it.
4. The owner or a manager can update or delete a view.

5. Export

Export CSV on a list downloads the rows the filters select, with the shown columns (up to 5,000 rows). Reports export from Desk's report menu.

6. Questions by voice or text

The command bar answers many report questions directly, for example:

• How many letters of credit are issued?
• Total expected margin of confirmed trades
• Show LCs expiring in 14 days
• Show trades with sale value above 5 million
• How much headroom on the Meridian facility?