VIP Dashboard

From SVContheGO Online Manual
Revision as of 13:09, 24 September 2024 by Ascentadmin (talk | contribs)
Jump to navigation Jump to search
NewDashboard.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. 
• 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.