Product Update – Bookmarks & Dashboards

Good Morning,

You may have noticed, or not, a new set of bookmarks on the left-side panel called “Ansergy Bookmarks.” All users now have these, which are my bookmarks.

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These “Ansergy” bookmarks (mine) will change from time to time, depending on what is happening in the market. I use these in creating the blogs; now you can quickly access the same reports I do.

Also, by default, all bookmarks and dashboard folders are closed. Click to open, these will stay open until you close them. Default close was necessary to avoid a left-side clutter.

We have kept your ability to make your own bookmarks; those will be stored in the appropriately named folder “Your Bookmarks.”  Recommendation: If you see a report you like in the Ansergy bookmarks save it to Your bookmarks, otherwise it may be changed or removed.


Dashboards

You may have also noticed another object, “Dashboards” to the left as well. These are experimental, they work, but we are still working on a few new features. A dashboard is defined as one or more reports on a single screen. You can make them in a variety of styles, 2×2, 3×2, 3×3 or any other configuration your monitor can handle. You can also mix tables with charts. Some examples follow:

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The above dashboard is All SP-15 Trade Rank and set in a 3×2 configuration. An alternative view might be All Prompt, or all BOM, or all Spreads.

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The above is my weather dashboard and includes a mix of tables and charts. Many of the controls can be activated within the dashboards, but the filters are locked in per your saved bookmark.

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In this view, I made a 2×2 off of ISO markets and used a combo of tables and charts. Also, note that the graph in the lower-right is a multi-line while the one on the left is a simple line. I personally don’t like the multi-line in these dashboards because they take up too much space, so most of our charts have the option to select “Line” – that was added for the dashboards.

Dashboards are available, but we have one important change coming:

Your vs. Ansergy Dashboards – like bookmarks, we are going to populate all of the accounts with a few that we use, just to jump start your efforts. If you would like some help making some, please contact William or Garrett, they are the dashboard pros. We can either log your account and make them directly (will require a password reset) or make them per your instructions on our account and “Clone” to yours.

Happy Holidays,