Dashboard
Overview
The Dashboard shows several custom reports on one screen, in rows and columns. Each user sets their own dashboard in their user settings.
- The reports are placed from left to right and top to bottom, in the order of their IDs in the setting Dashboard – Reports.
- A report that is listed twice, or that does not exist, is left out.
- Each report is shown without its header and filters. A report with a pivot shows only its chart; other reports show their grid.
- With automatic refresh, the reports refresh every five minutes while the Dashboard is open.
User Settings
Note
The defaults are the values for new databases, new users and new Transaction Types. Your database may have different values.
| Setting | Description | Default |
|---|---|---|
| General > Dashboard – Rows | Enter the number of rows. | 0 |
| General > Dashboard – Columns | Enter the number of reports in each row. | 0 |
| General > Dashboard – Reports (ReportID e.g. 1,2,3) | Enter the IDs of the custom reports to show, separated by commas (for example, 1,2,3). | Blank |
| General > Dashboard – Automatic Refresh | Checkbox. If checked, the reports refresh every five minutes. | Unchecked |
Info
- The Dashboard does not open until Rows, Columns and Reports are set.
- A message names the missing setting, for example "Missing or invalid setting: Dashboard Rows. Navigate to Main Menu > Settings > Roles to update the Dashboard settings." The settings are on the Users tab of Settings.
Dashboard Screen
Buttons Explained
| Button | Description |
|---|---|
| Menu | Opens a menu with these options:
|
| Refresh | Refreshes all the reports. |