Customised User Dashboards

Modified on Wed, Jan 21 at 9:11 AM

22.38 Customised User Dashboards. Version 1.0. Last Updated December 2025

Customised User Dashboards

Dashboards can be created with different setup of widgets to display to users key sets of information related to the Company and Jobs.

The Following widgets are available:

Widget	Description
User Appointments	Shows Appointments booked for the current signed in user - Show by Date, Overdue, or Upcoming
User Reminders	Shows Appointments booked for the current signed in user - Show by Date, Overdue, or Upcoming
KPI Breakdown	Shows KPIs based on Overdue, Due Today, Due Tomorrow, Due this Week, After this Week with options to filter by Client, Division and Region.
Work Order Dates	Work Order Dates - Start or End Date, shown as Due Today, This Week, This Month, Next Month, No Date
Job Dates	Job Dates - Start or End Date, shown as Due Today, This Week, This Month, Next Month, No Date
Checklist	Shows the users Checklist within the Dashboard
User Job Status Breakdown	Shows the table of Jobs assigned to the current logged in user with the Status breakdown and jobs list table
Company Job Status Breakdown	Shows the table of Jobs for the Company with the Status breakdown and jobs list table
Accounts Payable Invoices	Shows Accounts Payable Invoices in age brackets based on Due Date (0-7, 8-14, 15-30, 30+). Option to show by "Overdue and Not Paid, Pending Approval, or Under Investigation"
Accounts Receivable Invoices	Shows Accounts Receivable Invoices in age brackets based on Due Date (0-7, 8-14, 15-30, 30+). Option to show by "Overdue and Not Paid, Invoiced to Date"
Allocations	Displays Allocations grouped either by Status or Allocation Type with Filters for Status, Type and Created Date
Expenses	Shows Expenses in age brackets based on Due Date (0-7, 8-14, 15-30, 30+). Option to show by "Overdue and Not Paid, Pending Approval, or Under Investigation"
Jobs	Shows number of jobs grouped by Status, Region, Region Type, Division, Company, Client and filter for Created Date
Jobs Registered	Number of Jobs Registered - Today, This Week, This Month, Last Month, This Year
Jobs Received By Client	Table breakdown of Jobs Registered by Client
Timesheets	Number of Timesheet Hours recorded for the current signed in user - Today, This Week, This Month, Last Month.

Go to Administration. Select Dashboards. Add Dashboard

Select 'User' from the Pop up

Add a label for your Dashboard. This is the name of the Dashboard

You can set Access restrictions for only certain users.

You can give access to users to view this Dashboard as a different user i.e. a team Leader Can be given access to their users that they manage.

To add widgets to the Dashboard, click 'Add Row' and then you can select the applicable widget from the drop down

Some widgets have two column displays meaning the columns can be viewed side by side on the dashboard

Some widgets will have additional filters that can be set by default, and also checkboxes to only show results for the current logged in user.

Once the dashboards have been created, users can switch between their available Dashboards