� Introduction
The Dynamic Dashboard feature complements the Chart Center feature by providing a customizable and interactive dashboard environment. It enables users to organize and display multiple charts in a single consolidated view and share it with others.
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� Set up dashboard
1. Navigation: go to Admin / Common / Dashboard Setup.
2. The Dashboard Setup screen will be loaded per below image.
3. Follow the instructions in below images.
� Share dashboard
- Click on the Share button.
- Select the users you would like to share a dashboard tab with.
� View & interact with dashboard
1. Navigation: Home screen.
2. To view all records of a chart, double click on the chart. Below popup will generate.
3. View the detailed record by clicking on the hyperlink. A new tab will generate, leading to the detailed record page.
4. Export chart by either of these two methods
- Click on the Export as Excel button in the Dashboard Detail popup.
- Click on the kebab menu on the top right of the chart. Select Export as Excel.
� My tasks - Dashboard component
The My tasks table is a Dashboard component that helps users manage and track their assigned tasks.
Refer My tasks for more details of this feature.
� Dashboard template
The system provides you with two templates to visualize how the Dashboard feature is used.
|
Template |
Chart |
|---|---|
|
Management |
a. My Tasks b. Top 5 Customers by Profit c. Top 5 Customers by Revenue d. Top 5 Customers by Volume (FCL mode) e. Overdue Invoices by Term |
| Employees | My Tasks |
Detailed specs of the charts mentioned above can be found in Sample reports.
To load a template:
- Go to Admin / Common / Dashboard Setup.
- Click on the Template button. A popup will show.
3. You can choose to create either Management or Employees template. Click Use Template.
4. The template will be loaded based on your selection.
