Question numbers match their folders: folder 01 contains 01-01, 01-02 and so on. The starter dashboard uses 01-05, 01-08 and 01-02; process filter values come from 01-20. OBP identities and SQL filenames remain stable. Screenshots show the earlier numbering; use the current question numbers in the text when navigating the updated bank.
Use your saved dashboard to identify work to review, then check individual cases in Next Plus. Saving a dashboard layout does not change production records.
Save a personal analysis
Open the saved question you want to analyze and apply your filters.
Click Save. If the save dialog offers Save as new question, choose it rather than overwriting the shared question.
If the dialog only offers to replace the original question, cancel and ask your administrator for a personal copy or the required permission. Do not replace a shared question to complete this exercise. Enter a meaningful name and choose your personal collection or an authorized team collection. Confirm the save.
Open the new question from that collection and check that your intended conditions remain.
Several dashboards can reuse the same saved question. Editing a shared source can affect all of them; use a new question for personal changes.
Refresh and share
Open the saved dashboard, review its current filter selection and use Refresh when you need to rerun results.
Share its saved link with a colleague who has access. A link does not grant collection, source-question or database permissions.
Ask the colleague to check the link using their own account. A private collection may not be an appropriate team destination.
Auto Refresh repeats execution; it does not prove newly entered Next Plus data has already reached analytics. Keep the dashboard small if many cards compete for query capacity.
Read measures correctly
Check what one row represents: an order, run, stock record, time report or summarized group. A record count is not quantity.
Read which statuses and dates qualify.01-02 and 01-05 have different frozen-order coverage.
A blank can mean missing information; zero is a recorded numeric value and can also be a default.
Reported hours can overlap and are not attendance or payroll hours.12 hours is a package threshold, not a universal shift rule.
Do not add unlike quantity units. Net versus elapsed time does not identify downtime causes.
Check sample sizes before interpreting medians or approximate P90. Do not average percentages across months without considering denominators.
A practical daily check
Choose your process and wait for the cards to finish.
Review 01-08 for overdue orders. Pick one order to investigate with the responsible person in Next Plus.
If 01-08 is empty, review 01-02 and the upcoming due dates. Empty overdue results can be a valid result.
Before leaving, clear temporary selections that you do not intend to keep as defaults.
Download results for further work
Open the required question and wait for the result to finish.
At the bottom of the results, click the download icon. In Download, choose CSV, XLSX or JSON.
Choose Formatted for values displayed like the interface, or Unformatted for unformatted values. Click Download.
Check the row count and filter selection before using the file. A downloaded file is a snapshot and does not update with the dashboard. Share according to your organization’s access rules.
At the bottom of the question, click the download icon beside the row count. Choose a format in Download, then confirm.
