Screen Configurations
In Reconcilor, a 'configuration' is a specific combination of layout, filters, and settings used to view data on selected Reconcilor screens.
Saving a screen configuration allows you to preserve exactly how you have arranged an analysis screen, including selected dimensions, filters, chart types, and visible columns. You can then quickly reload the same view later.
Saved configurations are useful when you:
- Regularly use the same screen layout for daily or monthly reporting.
- Want to standardise views across your team for consistency and comparison.
- Need to quickly switch between different views (for example, Mine Delivered vs. Plant Feed, or month-to-month comparisons).
You can create, update, and manage configurations from the configuration toolbar on the right-hand side of the Reconcilor screen, and save them using the Save button (or ellipsis icon if it displays instead) next to the configuration name.
Note: During your Reconcilor implementation, at least one saved configuration is usually created for each analysis screen, and each screen is set up with a default configuration.
When working with screen configurations:
- Use clear, descriptive names so you can find them easily in the configuration toolbar.
- Save common views as Global configurations to share consistent reporting formats across your team.
- Review your saved configurations regularly and delete any that are no longer needed to keep your list organised.
System Default Configurations
System default configurations are the predefined views that load automatically when you first open a screen in Reconcilor. These defaults ensure that each screen opens with a valid dataset and returns data immediately, even before you create or save your own configurations.
System defaults are typically set up by Reconcilor consultants during implementation and may later be maintained by users with the appropriate permissions.
System default configurations are designed to:
- Ensure every screen opens with a working dataset and displays data straight away.
- Provide a consistent starting point for all users at your site.
- Support initial validation and testing when the system is first implemented.
Custom Configurations
While system defaults provide a reliable starting view, they are not intended for everyday use. Once you are familiar with the screens and filters, you should create and save your own configuration for each screen, and set a personal default configuration so it loads automatically when you open that screen.
Your personal configurations reflect how you prefer to view and analyse data, while the system defaults remain available as a fall-back or baseline for troubleshooting.
Note: If a screen opens with unexpected data or no results, it may be using the system default configuration. Try switching to one of your saved configurations or creating a new configuration that better matches your workflow.
Applicable Screens
Configurations can be saved for the following Reconcilor screens.
|
Navigation Panel |
Screen Name |
|---|---|
| Data Analysis | |
|
Stockpiles |
|
| Grade Block | |
| Dashboards |
Dashboards Screen – At least one saved configuration must exist to use this screen. When the configuration is locked, the Configure panel is unavailable. |
|
Reconcilor Tasks |
|
| Configuration |
