VIP Dashboard

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 Servicers
• Filter by Status Codes
• Filter by Job Types
• Filter by Service Types
• Filter by Priorities
• Filter by Customers
• Filter by Chains
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.
Creating your own custom VIP Dashboard
Users can create their own custom VIP Dashboard by cloning an existing Dashboard using the Report Cloning feature under Print Options in setup.  Once the new dashboard report has been created the user can set unique default filters for their dashboard.  Since the dashboard is report data driven, this will give the user both a custom dashboard and a custom dashboard report.