Difference between revisions of "VIP Dashboard"
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| colspan="4" style="width: 265px;" | The Dashboard filters are managed using the Print Options attached to the selected report. Default filters can be assigned to the dashboard. Advanced on-the-fly filters can be selected and deselected using the filter boxes. Once the filters are set the dashboard data can be printed using the Print button. | | colspan="4" style="width: 265px;" | The Dashboard filters are managed using the Print Options attached to the selected report. Default filters can be assigned to the dashboard. Advanced on-the-fly filters can be selected and deselected using the filter boxes. Once the filters are set the dashboard data can be printed using the Print button. | ||
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| − | | colspan="4" style="width: 265px;" | <span class="dotContentHeader">• Filter by | + | | colspan="4" style="width: 265px;" | <span class="dotContentHeader">• Filter by Servicer</span> |
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| − | | colspan="4" style="width: 265px;" | <span class="dotContentHeader">• Filter by | + | | colspan="4" style="width: 265px;" | <span class="dotContentHeader">• Filter by Status Codes</span> |
|- | |- | ||
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">• Filter by Job Types</span> | | colspan="4" style="width: 265px;" | <span class="dotContentHeader">• Filter by Job Types</span> | ||
| + | |- | ||
| + | | colspan="4" style="width: 265px;" | <span class="dotContentHeader">• Filter by Service Types</span> | ||
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| colspan="4" style="width: 265px;" | <span class="dotContentHeader">• Filter by Priorities</span> | | colspan="4" style="width: 265px;" | <span class="dotContentHeader">• Filter by Priorities</span> | ||
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| − | | colspan="4" style="width: 265px;" | <span class="dotContentHeader">• Filter by | + | | colspan="4" style="width: 265px;" | <span class="dotContentHeader">• Filter by Customers</span> |
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| − | | colspan="4" style="width: 265px;" | <span class="dotContentHeader">• Filter by | + | | colspan="4" style="width: 265px;" | <span class="dotContentHeader">• Filter by Chains</span> |
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| − | | colspan="4" style="width: 265px;" | | + | | colspan="4" style="width: 265px;" | |
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| colspan="4" | | | colspan="4" | | ||
| − | === <span class="mw-headline" id="Creating_your_own_custom_VIP_Dashboard">Creating your own custom VIP Dashboard</span> === | + | === <span class="mw-headline" id="Creating_your_own_custom_VIP_Dashboard"><span class="mw-headline" id="Creating_your_own_custom_VIP_Dashboard">Creating your own custom VIP Dashboard</span></span><span class="mw-editsection"><span class="mw-editsection-bra">[</span>[[VIP_Dashboard|edit]]<span class="mw-editsection-bra">]</span></span> === |
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Revision as of 05:33, 17 October 2024
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| The Dashboard filters are managed using the Print Options attached to the selected report. Default filters can be assigned to the dashboard. Advanced on-the-fly filters can be selected and deselected using the filter boxes. Once the filters are set the dashboard data can be printed using the Print button. | |||||
| • Filter by Servicer | |||||
| • Filter by Status Codes | |||||
| • Filter by Job Types | |||||
| • Filter by Service Types | |||||
| • Filter by Priorities | |||||
| • Filter by Customers | |||||
| • Filter by Chains | |||||
| Dashboard Reports | |||||
| New Jobs Today | New Sites MTD | Jobs In Progress | Workforce Performance | ||
| Jobs MTD | New Agreements MTD | Jobs Not Dispatched | Invoice $ MTD | ||
| Legend Button: The Legend button provides a list of servicers that are on the board along with their pin symbol. Pins and pin colors are assigned using the Workforce feature under setup. | |||||
| Filter Button: The Filter button will reload the board data based on both the default filters and the on-the-fly filters. | |||||
| Print Button: The Print button will open a preview of the selected board report. The report can be printed. | |||||
Creating your own custom VIP Dashboard[edit] | |||||
| Users can create their own custom VIP Dashboard by cloning an existing Dashboard using the Report Cloning feature under Print Options in setup. Once the new dashboard report has been created the user can set unique default filters for their dashboard. Since the dashboard is report data driven, this will give the user both a custom dashboard and a custom dashboard report. | |||||
