OneMerge Home Page Standard Edition

This article, OneMerge Dashboard Standard Edition, explains the Home Page feature that is found when you click on the Home tab. 

The Home Page contains a number of components providing a snapshot of the current status. The components consist of:

• Total number of Record Merges, with links to reports, based upon; week, month, year, all time.
• Total number of Records that have been Data Stewarded, with a link to a report based upon Month. 
• Total number of Record Merges by Calendar Month, with a link to a report based upon calendar Month. 
• A list of Data Stewarding Tasks that are pending. This list consists of the Duplicate Record sets that are waiting to be Data Stewarded and confirmed as matched Records to be Merged.  
• Total number of Records Merged by Merge job by Calendar Month, with a link to a report. This is the number that are executed by a scheduled Merge Job. 
• Total number of Merge Requests by Calendar Week, with a link to a report.  
• Welcome to OneMerge – a number of links to resources helping you understand and become familiar with OneMerge.
•  Merge Ruleset Status – The status of Merge Rulesets setup is provided, allowing any issues to be amended before running Merge jobs. A green status indicates the Merge Ruleset is valid. If it is not showing a green status, you can expand the arrows to find the one which has errors. If you then click on the one with errors, this will take you directly to the Custom Setup to amend the errors. 

Example:  

In this example you can see that in the Merge Ruleset for Leads, there is an Error status for the Mobile Rule. The Error tells you that there is missing field level security permissions for this field. 

• Merge Job Status – This will display the status of the Merge Jobs.
• Matching Filter Status –  This will display the status of Matching Filters. Applicable to OneMerge Enterprise Edition.
• The final component provides information for Merge Jobs, Merge Logs and Merge Requests. 

If you require any assistance with OneMerge Standard Edition Dashboards please contact us at hello@onemerge.co.uk.

Article last reviewed: 2025-10-29