Dashboard

The Dashboard provides a high-level, tailored overview of information specific to the current user.

The Dashboard consists of the following tiles:

  • Notifications
  • Charts
  • Tables
  • Quick Links

Notifications

Reminders for the next four weeks and past two weeks display in the Notifications tile.

Tables

Quick reports saved into Favourites as tables can be displayed here. To add a table to this tile, select Three dots menu icon and select the tables you want to display.

Quick reports are available for company, individual and other entity records. Refer to Quick Reports for more information.

Charts

Quick reports saved into Favourites as charts can be displayed here. To add a chart to this tile, select Three dots menu icon and select the charts you want to display.

Refer to Charts for more information.

Quick Links

Quick Links provide access to your favourite records or sites through a customised link.

Refer to Quick links for more information.