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 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.