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> Add On / Dashboard (Optional)

Dashboard

The Dashboard add-in enables you to generate bar-chart graphical representations of the Aged WIP report and the Aged Debtors report.

  1. To open the Dashboard, click Add On in the left-hand pane.
  2. Click Dashboard in the left-hand pane.
  3. The Dashboard opens in the right-hand pane.
  4. The report is displayed behind the filter options. Collapse the view to see the report.

The dashboard is divided into two expandable views, one for Debtors, and one for WIP.

Each view contains two filter options:

Use these to specify the data you want to be included in the report.

For example, use the Debtors view's Client Analysis Grouping filter to locate a particular company. Click the Add button to add it to the data to be included in the report, then click Refresh to generate the report.

The Show Comparatives checkbox enables you to include last year's corresponding data in the report for comparison.

The checkbox to the far right of each view enables you to generate the report in a separate window, where it can readily be printed.

See also

Overview of Sage Coretime

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