The Health Overview tab is the default tab of the Integrations Dashboard. It summarizes POS import health across the locations the user can access, using summary cards, charts, and lists. The page header and the ‘needs attention’ banner appear above every tab.
Learn more about the Dashboard in the Integrations Dashboard Overview.
From this page, users can:
Review the locations that need attention, and use View runs in the banner to open the failed runs. See Troubleshoot a Failed POS Import with the Dashboard.
Change the period, grouping, and category filters for the trend charts.
Navigate to the Locations and Runs & Jobs tabs.
Security
Users must have a User Role and one of the following permissions to view the Dashboard:
Administration → Integrations →
3rd Party POS View Only
3rd Party POS Sync
3rd Party POS Admin
These permissions can be added to custom user roles or individual users. The Permission Access report can be used to determine which user roles or users already have these permissions assigned. For more information, see User Setup and Security.
Navigation
Navigation Menu
Select Admin from the left navigation rail.
Under Integrations, select Dashboard.
Search
Navigate to pages with the R365 global search bar:
Enter all or part of the page name in the R365 global search bar.
Select the page from the results list.
Only enabled pages can be searched for. If the desired page is not enabled, contact your CSM for assistance.
Page Buttons and Fields
Button/Field | Description | |
|---|---|---|
1 | Filters | Opens the filter options to adjust Summary Cards, Charts, and Lists. The button shows the current selection, for example "Last 7 days · Day · All categories". Apply saves the selections and Cancel closes the options without changes.
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2 | Period | The date range for the period-based cards and charts. Options are Last 7 days (default), Last 14 days, Month (a rolling 30 days), and Last 3 months. Affects Avg latency, Uptime, Status over time, Top failing integrations, and Sync duration by integration. |
3 | Group by | Day or Week. Day is the default. Changes only the bars in Status over time. |
4 | Category | All categories or POS. All categories is the default. Selecting POS changes the label in the filter summary. |
Summary Cards
Button/Field | Description | |
|---|---|---|
1 | Integrations | The total number of integrations, with the number of POS systems connected. Shows the current count and does not follow the Period filter. |
2 | Avg latency | The average time from a sync request to the start of the sync, in minutes with one decimal. Shows a dash when no data exists. Follows the Period filter. |
3 | Failure rate | The share of integrations that are failing now, as a percent. Shows the current state and does not follow the Period filter. |
4 | Uptime | The share of completed syncs in the selected period that did not fail. Shows a dash when the period has no completed syncs. Follows the Period filter. |
Charts and Lists
Chart/List | Description | |
|---|---|---|
1 | Today's sync status | A donut chart of how today's syncs split between statuses. Always shows today and does not follow the Period filter. |
2 | Status over time | A stacked bar chart of how many syncs reached each import stage on each day or week. ‘Group by’ sets the bar width. Includes a Zero-Activity series for business dates that imported with no sales. When no syncs ran in the period, the chart shows "No sync activity in this period." Follows the Period filter. |
3 | Top failing integrations | Up to five locations ranked by the number of failed syncs in the period. Each row shows the location and POS vendor and the number of failed syncs out of the total, for example "9 of 9 syncs". When none failed, the list shows "No failing integrations right now." Follows the Period filter. |
4 | Needs attention | The locations whose latest sync failed, each with a Failed label. When no location qualifies, the list shows "Nothing needs attention." Shows the current state and does not follow the Period filter. |
5 | Sync duration by integration | A bar chart of the average sync duration, the median sync duration, and the average queue time for the five slowest POS vendors. Follows the Period filter. |
Each card and chart that cannot load shows a "Failed to load" message with a Retry button. If the message continues after Retry, contact R365 Support.
When no active integrations exist for the locations the user can access, the tab shows "No active integrations to show for the locations you can access."