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)