Adding and Removing Content on the Dashboard

Clicking the Add/Remove Content link adds content panels to the Dashboard.

Note: Security for adding content panels is enforced. If a non-company administrator tries to add a panel from a tab where they are not a member of the allowed groups, a security message appears and the dashboard panel is not added.

You can add content panels from the following tabs:

  • General Ledger
    • Cash Accounts
    • Cash Position
    • Income from Operations
    • Income and Expenses
    • Previous Year Income Comparison
    • Previous Year Expense Comparison
    • Budget vs. Actual Income
    • Budget vs. Actual Expense
    • Department Income and Expense
    • Department Budget vs. Actual Income
    • Department Budget vs. Actual Expense
    • Budgeted Expenses
  • Payables
    • Payables Aging
    • Top Vendors
    • Expiring Vendor Discounts
    • Credit Card Accounts
  • Receivables
    • Receivables Aging
    • Service Receivables Aging
    • Job Receivables Aging
    • Top Customers by Billing
    • Top Service Customers
    • Top Customers by $ Owed
    • Top Customers by Contract
  • Projects
    • Under-Billed Jobs
    • Outstanding Change Orders
    • Job Costs by Cost Type
    • Job Contract, Budget, and Cost to Date
    • Job Cash Flow to Date
    • Job Uncommitted Budget
    • Today's Job Tasks
    • Tomorrow's Job Tasks
    • Payable Retention by Job
    • Receivable Retention
    • Job Hours Over Budget
  • Alerts
    • My Alerts

In each tab, you add or remove the content panel. If the panel type allows multiple instances, the Add button changes to Add Another and a Remove All button is displayed above it. If you click the Remove button, the content panel is removed from the dashboard.

To add a content panel to the Dashboard:

  1. Select Dashboard from the View menu.
  2. Click the Add/Remove Content link in the Dashboard.
  3. Select the tab with the content panel you want to add.
  4. Click [Add].
  5. Close the Add/Remove Dashboard Content window.
  6. Move the content panel as necessary. 

Note: You may need to use the scroll bar to see the new content panel. You can move the content panel from its default placement. How?

To remove a content panel from the Dashboard:

  1. Select Dashboard from the View menu.
  2. Click the Add/Remove Content link in the Dashboard.
  3. Select the tab with the content panel you want to remove.
  4. Click [Remove].
  5. Close the Add/Remove Dashboard Content window.

Note: You can remove panels on the Dashboard by clicking the "X". If you use the "X," and have multiple instances of the same panel, you can just remove specific instances.