Creating Dashboards in Acumatica

Posted by Mike Aichinger on November 11, 2015


What is a Dashboard?

A dashboard is a collection of widgets that are displayed on a single page and are designed to give you needed information at a glance.
Dashborards:

  • Display real-time data
  • Filtered from a variety of sources
  • Historical trends
  • Constantly updated

The following graphic demonstrates an example of a dashboard with a table (lower right) and charts
of several types.

An Acumatica ERP dashboard is a collection of widgets. A widget is a small component that delivers a particular type of information that you use or manage using Acumatica ERP. You can add the following types of widgets to your dashboards:

  • Charts: Graphical representations of data from Acumatica ERP forms. Various types include: bar, pie and line charts.
  • Tables: An arrangement of data from an Acumatica ERP form, arranged into any number of rows and columns.
  • Articles: The widgets on your dashboard might include wiki articles, such as reference articles, procedures, and business plans.

How to Add the Inquiry to the GL Dashboard

Select the Account Summary Inquiry in GL Module (Finance>GL>Enter>Explore), and then look in your right top hand side for the dashboard menu, the dashboard has 2 options: add table and add chart.

 

 

 

 

 

 

 

 

 

 

 

The Widget Properties screen will pop up. In this screen you can change the table name and the target location for the table.

 

In the fields area you can check or uncheck the fields you want to show or hide.

 

 

 

Finally, select the add table option, and then do a click over the General Ledger module name as shown in the screenshot below,

 

 

 

 

 

 

 

 

 

This action will show you the table recently added in the GL Dashboard. We can now increase or decrease the size of the table by just clicking and dragging any of the corners using the mouse.

 

 

 

 

 

 

 

 

 

 

At the top right hand side corner of the table you will have the option to change the properties or remove.

 

 

 

 

 

 

 

In the change properties section you have the option to change the name of the table and the anchor to the left or right.

 

 

 

 

 

 

At the top left hand side of corner, the first icon is used to refresh the table's results. Clicking on the table name will allow you access to the original inquiry.

 

 

 

 

 

 

 



Looking for more Acumatica tips?
Read more Crestwood Blog Posts about Acumatica



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