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Dashboard Components

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Dashboard Components register is intended for creating and editing individual Dashboard components.

Register can be accessed from menu Settings | Program | Dashboard Components.

When you create new component, you have to define component type and group. Once you define type, additional settings can be defined, which depend on selected type.

You can navigate through documents with the taskbar. The taskbar contains the following functions:

Navigation buttons
Using the navigation buttons, you can delete records, add records, duplicate records and browse and search for documents (see Navigation buttons). 

Search

Clicking on the  016696.gif icon will open a special lookup window. Here, you can search for, sort, or filter existing records in the database by internal number, date, date of invoice, date of VAT, due date, customer, recipient, warehouse, amount for salary, currency, first and second linked document, type of payment, delivery, clerk.
Templates 
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This button opens the menu for template settings.
Wizards
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This button opens the wizards menu:

 

Dashboard components codebook includes functionality to prepare data structure for dashboards (and components) to be visible on PANTHEON Web Light. Functionality is accessible in wizard as Fill in PAW parameters. 

Report
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(functionality not applicable for dashboard components).
Import/export data
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This button opens the menu for Importing/exporting data where only some of the menus are applicable for dashboard elements codebook:

  • Send e-mail snapshot: will prepare an email overview with screen snapshot.
  • Import element: enables you to import dashboard component as .vtd from local computer.
  • Export element: enables you to export dashboard component as .vtd to local computer.
  • Transfer dashboard components
Help
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This button gives you access to user help for the program.

 

Dashboard components codebook includes different types of dashboard components, which are explained in separate pages (accessible in links below):

 

 

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