Difference between revisions of "VIP Dashboard"
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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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Revision as of 05:45, 25 September 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 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. | |||||
