Difference between revisions of "VIP Dashboard"

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{| border="0" cellpadding="1" cellspacing="1" style="width: 1400px;"
 
{| border="0" cellpadding="1" cellspacing="1" style="width: 1400px;"
 
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| colspan="4" | [[File:DashBoard ccexpress.png|DashBoard ccexpress.png]]
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| colspan="4" | [[File:Dashboard.jpg|Dashboard.jpg]]
 
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| colspan="4" | [[File:DashBoardFilters 1400x207.png|Dashboard Filters]]
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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. 
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| colspan="4" style="width: 265px;" |  
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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;" | Status Codes: Based on the job's status code.&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;" | Service Types: Based on the job's service type code.&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;" | Customers: Based on the job's customer&nbsp;
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| colspan="4" style="width: 265px;" | Chains: Based on the sites chain assignment.&nbsp;
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|-
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| 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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| &nbsp;
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| class="headerMainTitles" colspan="6" | Dashboard Reports
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| class="fieldGrayBackgrounds" style="width: 512px;" | [[Reports#NewJobsToday|New Jobs Today]]
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| class="fieldGrayBackgrounds" colspan="1" style="width: 513px;" | [[Reports#NewSitesMTD|New Sites MTD]]
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| class="fieldGrayBackgrounds" colspan="1" style="width: 513px;" | [[Reports#JobsInProgress|Jobs In Progress]]
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| class="fieldGrayBackgrounds" colspan="1" style="width: 513px;" | [[Reports#WorkforcePerformance|Workforce Performance]]
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|-
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| class="fieldGrayBackgrounds" style="width: 512px;" | [[Reports#JobsMTD|Jobs MTD]]
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| class="fieldGrayBackgrounds" colspan="1" style="width: 513px;" | [[Reports#NewAgreementMTD|New Agreements MTD]]
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| class="fieldGrayBackgrounds" colspan="1" style="width: 513px;" | [[Reports#JobsNotDisptached|Jobs Not Dispatched]]
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| class="fieldGrayBackgrounds" colspan="1" style="width: 513px;" | [[Reports#InvoicesMTD|Invoice $ MTD]]
 
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| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•&nbsp;•Display All Filters</span>&nbsp;
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| '''<u>Buttons</u>'''
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•Filter by Chain</span>&nbsp;
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| colspan="4" | Legend: The Legend button provides a list of servicers that are on the board along with their pin symbol.&nbsp; Pins and pin colors are assigned using the Workforce feature under setup.&nbsp;
 
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•Filter by Customers</span>&nbsp;
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| colspan="4" | Filter: The Filter button will reload the board data based on both the default filters and the on-the-fly filters.
 
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•Filter by Job Types</span>&nbsp;
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| colspan="4" | Print: The Print button will open a preview of the selected board report. The report can be printed.
 
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•Filter by Priorities</span>&nbsp;
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| colspan="4" | S: Sets the default filter for the selection box based on the currently selected values, including any existing defaults.
 
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•Filter by Salespersons</span>&nbsp;
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| colspan="4" | C: Removes all default filters for the selection box.
 
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|-
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•Filter by Service Types</span>&nbsp;
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| colspan="4" | SA: Sets the default filters for ALL selection boxes based on the currently selected values, including any existing defaults.
 
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|-
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•Filter by Servicer</span>&nbsp;
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| colspan="4" | CA: Removes ALL default filters for the ALL selection boxes.
 
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•Filter by Status Codes</span>&nbsp;
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| &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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