The Welcome Dashboard will help you identify trends and have real-time visibility into the financial performance of the account. The gadgets shown in the Dashboard are initially based on the user's permissions but can be customized by the user.
Select Home > Welcome.
Click Customize (top right corner).
Select the "Build your Welcome page" radio button.
Click the Dashboard tab.
Select up to six dashboard gadgets (Aging gadgets count as two) to create your dashboard.
For more details and information on all the available Gadgets and their intended best use, visit our Dashboard Gadget User Guide.Review your dashboard and click Save.
For more details and information on all the available Gadgets and their intended best use, visit our Follow the steps below to refresh the information displayed on the dashboard.
Select Home > Welcome.
Use the Customer(s) drop-down menu to select the customer account(s)’ data to include in the welcome dashboard.
Click the Refresh button at the top for all the gadgets. Or click on the title of the gadget and select Refresh for that specific gadget.
You can perform specific functions in each gadget, from opening a report to refreshing gadget details.
Select Home > Welcome.
Click on the title of one of your Gadgets.
Refresh: Refreshes the selected gadget's data.
Some reports will provide you with some Minor Filters Options, check the rows to change the gadget filters.
About This Gadget: Opens a window explaining what this gadget is best used for and where the data is pulled from.
Certain dashboard gadgets will allow you to click on any data point to drill through to other areas of the application to view detailed listings of the records contributing to that data.