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">•&nbsp;Filter by Servicers</span>&nbsp;
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| colspan="4" style="width: 265px;" | &nbsp;
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| colspan="4" style="width: 265px;" | '''<u>Filters Options</u>'''
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| colspan="4" style="width: 265px;" | Servicers: Based on the dispatch card servicer assignment.&nbsp;
 
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| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•&nbsp;Filter by Status Codes</span>&nbsp;
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| colspan="4" style="width: 265px;" | Status Codes: Based on the job's status code.&nbsp;
 
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| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•&nbsp;Filter by Job Types</span>&nbsp;
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| colspan="4" style="width: 265px;" | Job Types: Based on the job's job type code.&nbsp;
 
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| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•&nbsp;Filter by Service Types</span>&nbsp;
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| colspan="4" style="width: 265px;" | Service Types: Based on the job's service type code.&nbsp;
 
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| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•&nbsp;Filter by Priorities</span>&nbsp;
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| colspan="4" style="width: 265px;" | Priorities: Based on the job's priority code.&nbsp;
 
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| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•&nbsp;Filter by Customers</span>&nbsp;
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| colspan="4" style="width: 265px;" | Customers: Based on the job's customer&nbsp;
 
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| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•&nbsp;Filter by Chains</span>&nbsp;
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| colspan="4" style="width: 265px;" | Chains: Based on the sites chain assignment.&nbsp;
 
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| colspan="4" style="width: 265px;" | &nbsp;
 
| colspan="4" style="width: 265px;" | &nbsp;
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| colspan="4" style="width: 265px;" | '''<u>Filters Types</u>'''
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| colspan="4" style="width: 265px;" | Default Filters: Default filters are saved with the board and user. These filters will be used every time the board loads. They have to be manually cleared by the user.
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| colspan="4" style="width: 265px;" | On the Fly Filters: On the fly filters are not saved with the board and user. They provide a method for further filtering the data once the board data is loaded. These filters clear out every time the board form is reloaded from the menu.
 
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=== <span class="mw-headline" id="Creating_your_own_custom_VIP_Dashboard.5Bedit.5D.5Bedit.5D.5Bedit.5D.5Bedit.5D"><span class="mw-headline" id="Creating_your_own_custom_VIP_Dashboard.5Bedit.5D.5Bedit.5D.5Bedit.5D"><span class="mw-headline" id="Creating_your_own_custom_VIP_Dashboard.5Bedit.5D.5Bedit.5D"><span class="mw-headline" id="Creating_your_own_custom_VIP_Dashboard.5Bedit.5D"><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>[[Edit|edit]]<span class="mw-editsection-bra">]</span></span></span><span class="mw-editsection"><span class="mw-editsection-bra">[</span>[[Edit|edit]]<span class="mw-editsection-bra">]</span></span></span><span class="mw-editsection"><span class="mw-editsection-bra">[</span>[[Edit|edit]]<span class="mw-editsection-bra">]</span></span></span><span class="mw-editsection"><span class="mw-editsection-bra">[</span>[[edit]]<span class="mw-editsection-bra">]</span></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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| colspan="4" | Users can create their own custom VIP Dashboard by cloning an existing Dashboard using the Report Cloning feature under Print Options in setup.&nbsp; Once the new dashboard report has been created the user can set unique default filters for their dashboard.&nbsp; Since the dashboard is report data driven, this will give the user both a custom dashboard and a custom dashboard report.&nbsp;
 
 
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Latest revision as of 10:27, 21 October 2024

Dashboard.jpg
       
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. 
 
Filters Options
Servicers: Based on the dispatch card servicer assignment. 
Status Codes: Based on the job's status code. 
Job Types: Based on the job's job type code. 
Service Types: Based on the job's service type code. 
Priorities: Based on the job's priority code. 
Customers: Based on the job's customer 
Chains: Based on the sites chain assignment. 
 
Filters Types
Default Filters: Default filters are saved with the board and user. These filters will be used every time the board loads. They have to be manually cleared by the user.
On the Fly Filters: On the fly filters are not saved with the board and user. They provide a method for further filtering the data once the board data is loaded. These filters clear out every time the board form is reloaded from the menu.
       
Dashboard Reports
New Jobs Today New Sites MTD Jobs In Progress Workforce Performance
Jobs MTD New Agreements MTD Jobs Not Dispatched Invoice $ MTD
       
Buttons      
Legend: 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: The Filter button will reload the board data based on both the default filters and the on-the-fly filters.
Print: The Print button will open a preview of the selected board report. The report can be printed.
S: Sets the default filter for the selection box based on the currently selected values, including any existing defaults.
C: Removes all default filters for the selection box.
SA: Sets the default filters for ALL selection boxes based on the currently selected values, including any existing defaults.
CA: Removes ALL default filters for the ALL selection boxes.
       
       
       
       
       

 

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