This management Dashboard allows you to track productivity and finances against set targets. In this way, management can see at a glance how the business is performing with instant, up-to-date information.

Discover Dashboard

• User Settings

• Dashboard Interface

User Settings

The Dashboard displays Report Charts in a grid of Rows and Columns. The Dashboards can be customised by navigating to Main Menu > Setup > Staff > Select Staff > Right-click and select Edit > Settings > Reports & Dashboards. See image below:

• Dashboard - Automatic Refresh - The dashboard will auto refresh every 5 min.

• Dashboard - Columns - The amount of columns displayed on the Dashboard.

• Dashboard - Reports - An ordered list of Reports to display on the Dashboard - comma separated ID’s.

• Dashboard - Rows - The amount of rows displayed on the Dashboard.

• Edit Reports - Access Allowed - If Yes, the User is allowed to Edit Reports. For more about editing Reports, click here.

• Reports - Access Allowed - Click Edit and a window will appear listing all the available Reports. Here you can simply select the Reports you wish to have access to. See image below:

a. Available Reports - All the Reports available in the current database will be listed here. Contact QuickEasy Helpdesk for Custom Reports.

b. Visible Reports - This shows the Reports the User has access to.

For more about Settings & Defaults, click here.

Dashboard Interface

Navigation

Main Menu > Reports > Dashboard

1. Menu - The Menu button provides the following additional functionality:

   • Customise Charts - This enables the controls on all the charts to change the Chart Type, Filter and Sort on the Series. See image below:

• • Save Layout - Saves the Chart customisations and indicator layouts.

  • Restore Layout - Restores the Chart customisations and indicator layouts (Restore Layout automatically executes when the Dashboard is opened).

2. Refresh - The Refresh button will refetch data and redraw the dashboard indicators.

By right-clicking on an Indicator makes the following additional functionality available:

• • View Description - This will popup the Description which tells you more about the indicator. See image below:

• • Open Report - This will open the Indicator in the Custom Reports module.

  • Show Category Captions - Allows you to hide the Category tick labels when they are not adding much value and just wasting space. Visible only when Customising.

  • Show Series Captions - Allows you to hide the Series tick labels when they are not adding much value and just wasting space. Visible only when Customising.