Difference between revisions of "VIP Dashboard"

Revision as of 05:44, 25 September 2024



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 Chains
• Filter by Customers
• Filter by Job Types
• Filter by Priorities
• 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



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.

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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.&nbsp; Pins and pin colors are assigned using the Workforce feature under setup.&nbsp;
+| colspan="4" | <u>Legend Button</u>: 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;
+|-
+| colspan="4" | <u>Filter Button</u>: The Filter button will reload the board data based on both the default filters and the on-the-fly filters.
+|-
+| colspan="4" | <u>Print Button</u>: The Print button will open a preview of the selected board report. The report can be printed.
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