Scenarios

[Reading time: 2 minutes]

Overview

The Scenarios module in Reporter allows you to schedule automatic and dynamic displays of multiple INO cx dashboards or explorations (only the KPIs will be displayed).

It is a useful tool for creating sequences of visualizations, for example on a control room screen, that updates automatically.

1. Rights

To create a Scenario, you must have the following rights in the Maker (in the role, Reporter tab):

• Access to the Scenarios module
• Create permission for a Scenario

Once the rights are granted:

1. Go to the Reporter
2. Open the Scenarios module

2. Scenario list

When you access the module, you will see the list of existing Scenarios.

Features in the list view:

• Search bar – search by scenario name
• Scenario name
• Rights:
  • Guest – can view the history and open the Scenario, but cannot edit it
  • Owner – can edit, delete, launch, and manage user access
• Number of users with access (owners + guests)

Available actions:

• Start a Scenario (only available if at least one scene exists inside)
• Open the Scenario (arrow icon)
• View history (cogwheel icon)
• Edit (pencil icon – owners only)
• Delete (trash icon – owners only)

Guests can only open a Scenario, view its history, and start it.

3. Inside a Scenario

Opening a Scenario displays two tabs:

• Settings
• User rights

3.1 Settings tab

This is where you define the content and sequence of your Scenario.

• Add a scene – click this button to insert dashboards and/or explorations.
• Scenario total duration – displayed at the top center, showing the sum of all scene display times.
• Repeat scenario – toggle to restart the sequence automatically after the last scene.

Scenes

Each scene has its own configuration:

• Display time – how long the scene will remain on screen
• KPI refresh time – how often KPIs update within the scene
• Filters – apply filters to the scene’s content
• Edit – modify a specific scene
• Delete – remove a scene

Owners can:

• Add, edit, and delete scenes
• Change the scene order using drag-and-drop
• Enable/disable scenario repetition

Guests can:

• View the list of scenes and their details (display time, KPI refresh time, filters)
• They cannot add, edit, delete, reorder scenes, or change the repeat setting.

3.2 User rights tab

This tab manages access to the Scenario.

• Search bar – find users by name
• Add a user – new users are added as guests by default
• Change role – switch a user from guest to owner

• Remove user – revoke access

Only owners can manage user rights.

4. Launching a Scenario

Once at least one scene is configured, owners and guests can start the Scenario.

When the Scenario is launched:

• The sequence opens with all KPIs from the selected dashboards/explorations.
• A progress bar under each KPI shows the time remaining before its refresh.
• At the top of the screen, another progress bar indicates how much time is left before switching to the next scene (with all its KPIs).
• Two buttons at the top allow you to:
  • Switch to full-screen mode
  • Jump directly to the next scene
• Next to each KPI, the source exploration is displayed.