Dashboard
Dashboard is a report-based summary page. It contains the tabs Business Performance Overview (the first and default tab), General Data, Sales Analysis, and the Manufacture tab if the manufacture package is active.
When to Use
- When the owner wants a business performance overview from the report
businessperformance(page Business Performance Overview). - When the owner or a supervisor wants to read the summary from the report
generaldashboard. - When the sales team wants to open the analysis from the report
salesanalys. - When the company uses the manufacture package and needs to see the summary
manufacturedashboard.
How to Use
- Open the menu Dashboard / Dashboard.
- Pick the tab you need: Business Performance Overview, General Data, Sales Analysis, or Manufacture if available.
- Fill in the filters provided by the report inside that tab.
- Run the report, then use the result as the starting point before opening detailed reports.
Things to Note
- The Manufacture tab only appears if the application package includes
manufacture. - Filters and data follow each report's definition, not special fields on the Dashboard page.
- For audits, continue checking in the source reports because the Dashboard only summarizes.
Menu Location
- Dashboard / Dashboard
/dashboard