Editing the Dashboard |
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Customizable Dashboards
Smart-IT allows users to personalise their Dashboards to suit their individual needs. Using the drag-and-drop design tools, users can arrange dashboard sections, move tabs, hide unwanted information and adjust chart sizes.
Each user can create a dashboard layout suited to their role, whether they are a business owner, manager, accountant or other employee.
Available Dashboard Features
Users can customise their Dashboard using:
•Charts and Graphs: Display financial and operational information visually.
•Financial Summaries: View important financial information at a glance.
•KPIs (Key Performance Indicators): Monitor important business performance measurements.
•Resizable Charts: Increase or decrease the size of charts to make important information more prominent.
•Custom Layouts: Arrange dashboard sections and tabs to suit individual preferences.
Dashboard widgets retrieve data directly from the General Ledger and update automatically, either immediately after transactions are posted or when the Dashboard is refreshed.
This provides users with an up-to-date overview of their business performance without having to run individual reports
Default Dashboard
How to Change the Dashboard Layout and Chart Sizes.
Follow these steps to create and customise a Dashboard layout.
Step 1: Open Dashboard Design
Click the Edit button at the bottom-right corner of the Dashboard.
Step 2: Open the Design Options
The Design Layout, Security Settings and Layout Selection screen will open.
Step 3: Create a New Layout
1. Click New to create a new Dashboard layout.
2. Enter a name for the layout.
3. Click Save Report to save the new layout.
4. Click Design Layout.
5. Select the Layout Tree View tab.
Customization of the Dashboard
Step 4: Show, Hide and Move Dashboard Items
Right-click an item in the Layout Tree View to access the available options.
The right-click options depend on whether you select a main item, a sub-tab or the data within a sub-tab.
Selection |
Action |
Description |
Item |
Hide Item |
Removes the entire item, including all its sub-tabs, from the Dashboard and moves it to Hidden Items. |
Sub Tab |
Hide Text |
Hides the tab name but keeps the underlying data visible. |
Sub Tab |
Show Text |
Displays the tab name again. |
Sub Tab > Data |
Hide Item |
Removes the data from the Dashboard and moves it to Hidden Items. |
Restoring Hidden Items
Items moved to Hidden Items are not permanently deleted. To restore an item, drag it from Hidden Items back into the required position in the Layout Tree View.
Step 5: Reposition Dashboard Tabs
You can change the order and position of Dashboard tabs using drag-and-drop.
For example:
1. Select Supplier in the Layout Tree View.
2. Hold down the mouse button.
3. Drag the item to the desired position.
4. Release the mouse button.
The Dashboard will display the tabs in the new arrangement.
Step 6: Adjust Chart Sizes
You can increase or decrease the size of charts on the Dashboard to give important information more screen space and make it easier to read.
Arrange the Dashboard to give priority to the information you use most frequently.
