Duco in-app dashboards

In-app dashboards in Duco provide near real-time visibility into reconciliations, breaks, and operational performance. This guide explains how to create, configure, and share dashboards so they deliver clear, actionable insights.

• Permissions for managing and viewing dashboards
• Dashboard creation and configuration guide

Before You Start

Make sure you:

• Have access to the reconciliations you want to report on
• Know which metrics you want to track (for example, today’s open breaks assigned to the FX Settlement team)
• Have permission to create and edit dashboards

Dashboard permissions

Dashboards use two layers of permissions to ensure flexibility and security.

Global Permission – Dashboard Administrator

Users with the Dashboard Administrator permission can:

• Create new dashboards
• Automatically receive all dashboard-level permissions for dashboards they create

This permission controls who can create dashboards in Duco. It does not grant access to dashboards created by other users unless dashboard-level permissions are also assigned.

Dashboard-Level Permissions

Dashboard-level permissions apply to individual dashboards and determine what users can do once they have access.

These permissions can be granted to individual users or to groups. 

• Individual users can be granted access to a dashboard based on their role.
• Group permissions allow you to assign access rights to multiple users at once, streamlining dashboard sharing and management.

Permissions overview

Viewer

Users with Viewer permission can:

• View the dashboard and its widgets
• Export widgets as PNG
• Update the layouts and visualisations

Important: Viewer access does not determine what data is visible.

Data visibility depends on the user’s process-level permissions (for example, access to specific reconciliations). This ensures users only see data they are authorised to access elsewhere in Duco.

Config Admin

Users with Config Admin permission can:

• View the dashboard and its widgets
• Export widgets as PNG
• Update the layouts and visualisations
• Edit the dashboard configuration
• Add, remove, or modify widgets

This role is intended for users responsible for maintaining dashboard structure and content.

User Admin

Users with User Admin permission can:

• View the dashboard and its widgets
• Export widgets as PNG
• Update the layouts and visualisations
• Add or remove users
• Manage dashboard-level permissions
• Change permission levels (Viewer, Config Admin, User Admin)

This role controls who has access to the dashboard and at what level.

Process-level permissions and their impact on dashboards

The information displayed to the user within the dashboard is dependent on their process-level permissions. This means that the users will be able to see insights and statistics only of the processes they have access to. 

In order to be able to see information on the process, the user should have at least one of the following process-level permissions:

• Config admin
• Viewer
• Operator
• Investigator

NOTE: For the volume and active processes dashboards, if no processes were assigned to the dashboard, the users will be able to see global volume for the whole environment. 

How Permissions Work Together

• Global permissions determine who can create dashboards
• Dashboard-level permissions determine what users can do within each dashboard
• Process-level permissions determine what data users can see inside dashboard widgets.

All three layers work together to ensure dashboards are both flexible and secure.

Creating and configuring a dashboard

Step 1. Create a New Dashboard

To create a new dashboard, navigate to the Dashboards page by clicking onthe 'Dashboard' header and then select 'Create dashboard'. This action will take you to a configuration page where you can set up your dashboard from scratch.

You can assign a unique name to your dashboard and include a description that describes  its purpose, team responsible etc

Choose whether to configure a custom dashboard or pick a templated dashboard from a list:

• Volume Dashboard
• Exceptions Management Dashboard

The templated dashboard can then be fully customized to align with your specific process needs.

Step 2. Add processes (optional)

You can select specific processes during setup.

If no processes are selected during the setup, then by default all processes that the dashboard configurer have access to will be visible.  

If you have mistakenly added a process during creation, you can easily remove it by selecting the process from the list and clicking on the “Remove process” button.

When selecting the Volume Dashboard template, if no processes are specified, the dashboard will automatically include all available processes. However, if specific processes are chosen, the volume widgets will display data corresponding to those selections.

Similarly, for the Exceptions Management Dashboard, if no processes are added, the dashboard will default to displaying all processes you have permission to access. Any selected processes will be specifically reflected in the volume widgets.

You will also be able to narrow down the list of processes per widget, if you would like to track them separately, but on the same dashboard. 

Step 3. Select widgets

There are 3 categories from which widgets can be selected:

• Exceptions widgets
• Volume widgets
• Run status widgets

These widgets provide comprehensive oversight of operational exceptions so you can quickly identify, prioritize, and resolve issues.

Each widget can be exported to PNG. 

Exceptions Widgets

Exceptions Widgets provide oversight of operational exceptions to help you prioritise and resolve issues.Key insights include:

• Open exceptions by age – Identify ageing items and prevent SLA breaches
• Open exceptions by top 10 processes – Highlight exception drivers
• Exceptions by assigned groups – Monitor workload distribution
• Exceptions by workflow status – Track progress through the resolution lifecycle

Each widget can be exported as a PNG.

Volume Widgets

Monitor transaction volumes against contractual thresholds.

Key insights include:

• Near real-time tracking of volumes
• Comparison against contractual limits
• Early visibility of potential overages or underutilisation

Run Status Widget

Provides visibility into process performance.

Key insights include:

• SLA compliance tracking
• Run performance monitoring

Step 4. Adjust widgets configuration (optional)

To allow you tailor the widgets to your needs, we have also introduced settings on the widget level. You will be able to configure:

• Widget name
• List of processes for a specific widget

This allows you to track the same information for different groups of processes at once. 

Step 5. Add filters (optional)

Once the dashboard is created and all the desired widgets are added, you can further customise the information shown to you by adding filters. You can filter by a couple of options:

• by processes
• by exceptions age
• by groups

The filtering options are available from a panel on the right-hand side of the screen.

Filtering by processes

You are able to narrow down your selection further by selecting one or more processes from the already predefined list of processes, picked during the dashboards setup.

If you would like to add a new process, you’ll need to go back to the Add processes section.

Filtering by exceptions age

You can select one or multiple age ranges simultaneously (for example: 0–2 days, 3–5 days, 5+ days). Selections are automatically applied across all widgets. 

The age buckets are applicable only to processes that have Exceptions Workflow enabled.

Filtering by user groups

You will also be able to filter all widgets to display data relevant to selected groups only.

Step 6. Adjust dashboard layout & styling (optional)

You can:

• Reorder widgets
• Resize widgets

This allows you to design a layout that reflects your workflow and operational priorities.

Step 7. Save the views

After configuring filters and layout, you can save your setup as a view.

• Filters persist across views
• You can set a default view to quickly return to your preferred setup

This helps you stay organised and avoid confusion.

An * indicator now appears if you’ve made updates to a view that haven’t been saved. You’ll also see which view is currently active, helping you avoid confusion and keep your work organized.

Once a view is created, it can be made public allowing everyone with access to that dashboard to see it.

Public views are marked with an icon for owner andfor others with whom the view has been shared, making it easy to recognize and open shared views across your teams.