HOW TO SET UP DASHBOARDS IN ACUMATICA

Creating or Viewing an Acumatica Dashboard Setup:

Dashboards are most likely the first thing you see when you log in to your ERP system, and for good reason! Your ERP system holds tons of data. So much data, in fact, that it can be hard to understand it all.  Acumatica’s powerful dashboards help you to visualize your raw enterprise data and turn it into easy to use actionable information.  However, you’ll first have to set up your dashboards.  Hopefully, this post will get you started.

Use the Universal Search or go to Customization – Profiles – Dashboards

Acumatica controller node

  • Name – you can look up current dashboards or type in a new dashboard name here.
  • Site Map Location – This is where in the sitemap the dashboard will be located. You can select a current node or “Add New Node”
  • Owner Role – Select Dashboard Designer
  • Choose if you would like for users to be able to Personalize this dashboard or not.

You can also select the Roles that will have access to view this dashboard.

Acumatica Dashboards, Widgets, and Generic Inquiries

Dashboards are made up of Widgets and Widgets are just a graphical representation or chart of a Generic Inquiry. You can use a pre-defined generic inquiry or create a new one.

In our example, we will add a widget that will look at the Payable Vendor Summary in the Sales Demo Company.

  • To view the Generic Inquiry go to Customization – Profiles – Generic Inquiry
  • Select DB-APVendorSummary

Acumatica generic inquiry

  • Tables – identify the table(s) required for the report.
  • Parameters – user prompts to allow users to specify run-time filters.
  • Results Grid – list the fields needed on the report.
    • Note the <All Fields> selection to automatically add every field form the table.
  • View Inquiry button – preview the report.

Adding a Widget to your Acumatica Dashboard

Once you have created a Dashboard and have the Generic Inquiry you want to use it’s time to add a Widget to your Dashboard. You can access the Dashboard by using the Universal Search (in our example by typing in Controller, or by going back to Customization – Profiles – Dashboards and clicking View at the top)

Once in the Dashboard click the Design link at the top right.

Acumatica admin design tools

Click the add a new widget button.

Acumatica widget

Select the Widget type you would like to use.

Acumatica select widget screen

Select the Inquiry Screen.

Acumatica Widget properties screen

This will allow you to set the filter parameters from the inquiry.

Depending on the dashboard you have selected the available options will change.

After you have finished adding a few Widgets you can arrange them in any way you would like.

Adding Default Dashboards to Acumatica User Account:

Once a Dashboard has been created you can add it as the default Dashboard to a user by going to a user’s account and under the Personal Settings tab select the Dashboard.

Acumatica personal dashboard settings

Contact us today if you have any questions or need assistance creating widgets, dashboards, or filters in Acumatica.


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