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
You can also select the Roles that will have access to view this dashboard.
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.
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.
Click the add a new widget button.
Select the Widget type you would like to use.
Select the Inquiry 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.
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.
Contact us today if you have any questions or need assistance creating widgets, dashboards, or filters in Acumatica.
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