Customise Dashboard

Overview

The Dashboard will give you most important information needed to achieve one or more objectives; consolidated and arranged on a single screen so the Information can be monitored at a glance. The Surfboard will give you all the information about the chart of accounts at a glance.  

Dashboard_Image_I.jpg

To customise your dashboard, you just to scroll to the bottom of the page and click on Customise Dashboard

Dashboard_Image_II.jpg

You can select the Drop down and check to the option “Show at startup” to view the Dashboard. To customise you need to select the Key Figures; Charts and the Tables as per the business need. You can include and exclude the option by selecting the fields as mentioned above.  

Customise_Dash_Board_Image_III.png

Go to top   uparrow.png

Have more questions? Submit a request

0 Comments

Article is closed for comments.
Powered by Zendesk