This article describes how to build a custom dashboard.
Introduction
Instead of being limited to one dashboard, with a maximum of four standard widgets, you can create your own custom dashboards, with the metrics that you care about the most. After a custom dashboard is created, it is assigned to the appropriate users.
A user can have one or more custom dashboards and switch between them to review the data that they need. The standard dashboard is also available at all times.
Each custom dashboard consists of the following:
A filter for properties and a date range.
A row of widgets, each showing a key performance indicator (KPI). There are 20 widgets that you can choose from.
A detail section that shows information about the currently selected widget (for example, a list of vacant units for the vacancy widget).
The calendar.
Security
We recommend that only an admin user should be given permission to create custom dashboards. The admin user can then assign custom dashboards to other users as appropriate.
On the Edit Page Access and Permissions screen, the permission for custom dashboards is in the Toolbox section.
To set up a custom dashboard
Go to Admin > Toolbox. On the Toolbox page, scroll down to the Configuration section and select Custom Dashboards.
The Custom Dashboard Widgets page appears. Click Add New.
The page displays a list of widgets.
Enter a name for the new dashboard; for example, "Accounts Receivable."
Select widgets for the dashboard by completing the Order field.
Click Save.
Breeze displays a list of the selected widgets.
Click the Users button. A list of users appears in a popup window.
Select the users that should have access to the new dashboard.
Click Save.
Available Widgets
Widget Name | Definition | Potential Uses |
Open Maintenance Requests | The number of open maintenance requests. | Maintenance Dashboard |
My Approvals | The number of payable invoices awaiting the user's approval. | Accounts Payable Dashboard |
My Approvals (by age) | The number of payable invoices awaiting the user's approval is broken down by the number of days since it was entered. | Accounts Payable Dashboard |
Open Maintenance Request by Priority | The number of open maintenance requests broken out by individual priority categories. | Maintenance Dashboard |
Open Violation (By Status) | The number of open violations broken out by current status. | Accounting Dashboard
|
Open Violations | The number of open violations. | Accounting Dashboard |
Unpaid Charges | The number of owners with open, unpaid charges in the system. | Accounting Dashboard |
Unposted Batches | The number of unposted transaction batches in your system. | Accounting Dashboard |
Unposted Batches (by type) | The number of owners with open, unpaid charges in the system. | Accounting Dashboard |
Open AR | The total amount of unpaid charges. | Accounting Dashboard |
Open AP | The total amount of unpaid payables. | Accounting Dashboard |
Open AR (by age) | The total amount of unpaid charges broken out by days overdue. | Accounting Dashboard |
Open AP (by age) | The total amount of unpaid payables broken out by days overdue. | Accounting Dashboard |
Note: Open Maintenance, Open AR, and Open AP are part of the Original Dashboard.