Journey Manager Home Dashboard

   MaestroPreviously known as Transact Maestro. Journey Manager (JM) Previously known as Transact Manager (TM). |    Form Builder System Manager / DevOps |  v5.1 & Higher This feature is related to v5.1 and higher.

Journey Manager comes with the home dashboard, so you can quickly access your recent forms, services, and transactions and see the number of completed transactions and the transaction trend.

Note

The Manager home dashboard is often referred to as the Manager console.

To navigate to the Manager home dashboard, click Home.

The dashboard consists of the following sections:

Recent Forms

This section lists five recently viewed and modified forms ordered by last modified date and time.

You can perform the following actions from this section of the dashboard:

Recent Services

This section lists five recently viewed and modified services ordered by last modified date and time.

You can perform the following actions from this section of the dashboard:

Latest Transactions

This section lists five latest transactions of users' submissions.

You can perform the following actions from this section of the dashboard:

Completed Transactions By Form

This pie chart visualizes the number and the percentage distribution of completed transactions by each form for the last 30 days.

Click a sector of the pie chart to see which form it represents and some form statistics:

  • A form name.
  • A number of transactions for this form.
  • A percentage of this form transactions as compared to the total number of transactions for the last 30 days.
  • Click View Form to open a form dashboard. to check the form configuration

Click up and down arrows to scroll the list of the forms visualized on this pie chart.

Transaction Trend

This graph visualizes the transaction trend - the total number of completed transactions per day - for the last 30 days.

You can perform the following actions from this section of the dashboard:

  • Click on each node to see the number of completed transactions for that day.
  • Click Transaction Trend to analyze transaction trend.
  • Check the total number of completed transactions excluding collaboration job and task transactions.
  • Check the trend, for example 30% less transactions as compared to the previous period.

Next, learn about the form dashboard.