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Previewing in Version 6.3

Dashboards provide at-a-glance views of KPIs (key performance indicators) relevant to a particular objective or business process. 

Table of Contents

Main Module 

These dashboards are available under 'My Tabs. 

Data Grids 

To use one of these dashboards, navigate to the grid, then choose layout, then Open.  If the layout is not in your list, press the import button to import the layout into your list.


Main Module Dashboards

ToolIDNameImage
Schedule Dashboardsh0001Schedules Overview

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Schedule Dashboardsh0002Schedules - SummaryImage Modified
Schedule Dashboardsh0003Schedules - Day of Week and Times

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Schedule Dashboardsh0011Cancelled Schedules 

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Schedule Dashboardsh0012Open Schedules

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h0004First and Last Day Scheduled

h0005Status Added by Referral Source

h0006Payroll and Billing Summary

h0007Payroll and Billing Scatter Chart

h0008Benchmark 

h0009Documented Events Summary

h0010Documented Events - My Office

h0013Daily Achievments

h0004By Time and Day of the Week 

Scheduling Data Grid Dashboards

ToolIDNameImage
Process or Reviewd0001Summary by Day

Process or Reviewd0002Summary by Day of the Week

Process or Reviewd0003Summary by MonthImage Added
Process or Reviewd0004Summary of Finalized HoursView Posted Billinge0001Billing SummaryView Posted Billinge0002Billing Scatter ChartView Posted Payrollf0001Payroll SummaryView Posted Payrollf0002Summary by MonthStatusi0001Average Days in a StatusStatus Flowi0002SummaryDocumented Eventsi0003Summary by Category
Billing

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Billing Data Grid Dashboards

ToolIDNameImage
View Posted Billinge0001Billing Summary

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View Posted Billinge0002Billing Scatter Chart

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Payroll Data Grid Dashboards

ToolIDNameImage
View Posted Payrollf0001Payroll Summary

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View Posted Payrollf0002Summary by Month

Reporting Module Data Grid Dashboards

The following is a list of all dashboards that can be viewed.  To use one of these dashboards, navigate to the grid, then choose layout, Open.  If the layout is not in your list, press the import button to import the layout into your list.

ToolIDNameImage
Statusi0001Average Days in a Status
Status Flowi0002Summary
Documented Eventsi0003Summary by Category

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