Dashboard

The Dashboard gives you a snap shot of the business via customisable widgets. The widgets displayed will be dependent on the modules active in the book and are specific to each user’s profile.

You can click on the Move icon (top right of each widget) and drag the widgets around the screen.  Click on Widget settings (the spanner icon) to customise the graphs and periods displayed.  Click on Refresh to display new settings. 

Click on the graph or diagram and the relating report will be launched right from the dashboard.

 You can select the widgets displayed by clicking on Customise dashboard bottom right of screen.

Select / unselect in the Available Widgets list. Click on Save to return to the Dashboard.

 


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