Visual Reporting with the Dashboard: Overview

Visual Reporting with the Dashboard: Overview

Learn more about the "Overview" visual reporting tool in the Dashboard.

The Overview can display Completed and Projected job statuses (Created, Accepted, Templated, Fabricated, Installed) as Job Count, Revenue, T Dollars, Margin, and Square Feet. The data is visualized at the top of the screen and is displayed in a grid at the bottom of the screen. The data can be sorted and filtered based on many different criteria and then saved or exported.

Table of Contents

  • Initialize Data (0:05)
  • Projected Jobs (0:10)
  • Completed Jobs (0:30)
  • Chart Data Types (0:43)
  • Data Grid Configuration (0:53)
  • Columns, Rows, and Values (1:10)
  • Changing Order of Nested Labels and Values (1:30)
  • Adding Labels and Values (1:45)
  • Removing Labels and Values (2:13)
  • Saved Views (2:20)
  • Exporting Data (2:45)

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