Difference between revisions of "VIP Dashboard"
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| colspan="4" | [[File:NewDashboard.jpg|NewDashboard.jpg]] | | colspan="4" | [[File:NewDashboard.jpg|NewDashboard.jpg]] | ||
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| class="fieldGrayBackgrounds" colspan="1" style="width: 513px;" | [[Reports#JobsNotDisptached|Jobs Not Dispatched]] | | class="fieldGrayBackgrounds" colspan="1" style="width: 513px;" | [[Reports#JobsNotDisptached|Jobs Not Dispatched]] | ||
| class="fieldGrayBackgrounds" colspan="1" style="width: 513px;" | [[Reports#InvoicesMTD|Invoice $ MTD]] | | class="fieldGrayBackgrounds" colspan="1" style="width: 513px;" | [[Reports#InvoicesMTD|Invoice $ MTD]] | ||
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| + | | colspan="4" | 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" | 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. | ||
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Revision as of 13:08, 24 September 2024
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| • Display All Filters | |||||
| • Filter by Chain | |||||
| • Filter by Customers | |||||
| • Filter by Job Types | |||||
| • Filter by Priorities | |||||
| • Filter by Salespersons | |||||
| • Filter by Service Types | |||||
| • Filter by Servicer | |||||
| • Filter by Status Codes | |||||
| Dashboard Reports | |||||
| New Jobs Today | New Sites MTD | Jobs In Progress | Workforce Performance | ||
| Jobs MTD | New Agreements MTD | Jobs Not Dispatched | Invoice $ MTD | ||
| 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. | |||||
| 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. | |||||
