Dashboard groups allow you to group jobs into a single reporting section on the dashboard reports. You can use this to collect individual jobs that are part of a larger project together. Or, you can group jobs by the type of work they entail.
To set up a dashboard group, navigate to [e] Job Costing, then [u] Set Up, then [f] Dashboard Group Entry.
Abio displays a list of dashboard groups.
Dashboard Group Details
Click on the Details tab to add or update a dashboard group.
If you click on the action field, Abio displays a list of actions.
Dashboard Group Actions
Inquire
The inquire actions lets you view, but not change, a dashboard group.
Add
Add a new dashboard group.
Change
Make changes to the current dashboard group.
Delete
Delete a dashboard group that is not referenced by any jobs.
Print, email, or export the current dashboard group to an excel spreadsheet.
Dashboard Group Fields
dashboard group
Primary key for this record.
description
Describe the dashboard group.
active?
Jobs can only reference active
Dashboard Group Fields
dashboard group
Primary key for this record.
description
Describe the dashboard group.
from job, to job
Enter a range of jobs this dashboard applies to. This is information only. In practice, any job can be assigned to any dashboard group.
active?
Jobs can only reference active dashboard groups.
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