Dashboards supply at-a-glance views for important data using widgets, Dashboards can be customized and assigned based on user type, and which staff groups, staff users are assigned to. This allows a wide range of customization available depending on a user’s role in the company.
Top menu >> Setup >> Dashboards
From the Setup page click Dashboards.
How to setup a widget
On the dashboard setup page select the dashboard you would like to modify from the drop down menu on the top left, or click + Add a dashboard to create a custom dashboard for a Role or Staff group.
Clicking +Add a dashboard will have you select the role or staff group you want to create a dashboard for.
- Role or group: Select the existing Staff group or Role you want to create a dashboard for. Please note each role or group can only have one custom dashboard.
- Copy widgets from: Select if you want to copy widgets from an existing dashboard to the new one. Leave on blank to create an empty dashboard.
Click Add to create the dashboard. From the dashboard click Place a widget.
The existing widgets will show in the window that comes up, allowing you to add existing widgets to different dashboards easily.
If this is a new widget click + Add a widget.
In this example we will create a Process view link.
- Widget name: the widget will be added to your widget library allowing you to add the widget to other dashboards.
- Display text: this is the text that will show for the users on the widget.
- Process: select the process the widget is for.
- View: you have the choice to select the view you want the widget to direct to.
- Style: the widget can be displayed either as a link or button (screenshot further down).
Below are how the two-styles available appear as a widget.
Link Style will be a text link
Button Style has a large button that is coloured in.
Once a widget has been created and added to a dashboard, click on Edit to see how the widget is setup and to change it.
Widgets - Click on the Name of the Widget to View the Setup
The portal widget displays quick links to processes, customers, agencies, users, commissions (latest run, suppliers) and setup options.
The announcement widget displays any announcements set by users with the correct privileges.
The search widget allows you to add search bars to your dashboard for specific section of RPM.
For a User
The attention list widget displays the number of approvals needed from the user, the number of forms that have actions due for the user, and the number of forms per process that require attention.
The actions widgets display up to ten unfinished actions for the user. These actions will be displayed from the top down; oldest to newest. The actions can be edited from this widget.
The commitments widget displays a list of all the user’s commitments. See the Commitments page for more details.
The commission run widget displays the date of the most recently closed commission run, the number of days since the last commission run, and the net billed amount of the last commission run.
The commissions value widget displays the total value/amount of suppliers/accounts, or the current commission run compared to the earlier run.
The commissions trend widget displays the trends of certain types of commission values over a set period.
The commission links widget displays links to the gross commission, billing variance, and missing account reports.
The commissions breakdown widget breaks down commission totals in combination with custom variables.
The Multiple Process Sum widget lets you choose two process sum widgets you have created and display the data together.
The multi process view count widget is used to display view counts from multiple processes on one widget.
The process sum trends widget displays Process Sum Widget data on a normalized scale so users can see variance in trend lines
The processes group widget displays a link to a selected process group, and the link to each form inside the group.
The process start link widget displays a button that will start a form. The user names the button and selects which process it will link to. The button will have the same color as the process it is linking to.
The process view link widget displays a button that links to the selected process view.
The action view link widget displays a button that links back to a selected process action view.
The process field search widget displays a search field where the user can search within the selected process or specific fields from within the process.
The process breakdown widget displays the breakdown including status, list fields, reference fields, and yes/no fields within a process action view. It can be displayed as a list, pie chart, or bar chart. The user sets a limit to the number of field options to be displayed, which are then sorted from highest to lowest, keeping the fields with the highest count. Leaving this number at 0 will give no limit to field options that are displayed. Any fields outside of the allotted limit will be grouped together in an ‘Other’ category.
The process sum widget displays the sum/average of selected numeric fields (list, decimal, quantity (fixed), quantity, money) within a selected process action view.
The process days widget displays the number of days since/until an event happened/happens.
The process count widget displays the number of forms within a process view. It can also use that number with a selected operator to calculate the number with another process count.
The process growth widget displays a comparison between two views in a single process.
The process commitments widget displays all commitments for the user for the current date, as well as all future commitments. When there are no commitments, there will be a “No commitments” message.
The yes/no list fields widget displays the number of ‘Yes’ and ‘No’ fields from a yes/no list field within a process.
The yes/no list breakdown widget displays a summary for a yes/no list field within a process.
The top form widget shows the most recent started form in a process.
The fulfillment sum widget to display the sum of a Fulfillment requirements using a Fulfillment value.
The fulfillment breakdown widget to display the breakdown of a Fulfillment requirements using a Fulfillment value for a process view.
The fulfillment top form widget to display the Fulfillment information for an employee using an As-of date
The view count by fulfillment widget to display the count of Fulfillment requirements according to a certain Fulfillment range.