- Select the Filters Icon to choose which performance tools you want to display, or hide, on the Business IQ Dashboard.
- Each performance tool on the Business Dashboard can be rearranged as needed by clicking and dragging the Double Vertical Ellipsis icon (
) of the performance tool you want to move it to its desired location.
- The Navigation Menu can be collapsed or expanded as needed to provide more screen space.
- Select the desired Column Header to Sort ascending or descending.
- Columns can be reconfigured by dragging and dropping each column to the desired location.
- Each column can be resized as needed by selecting the vertical bar icon, found at the end of each column.
- Each column has its own Hamburger Icon which will appear if you hover over the column.
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- There are three (3) menus available, once you click on the Hamburger Icon:
- Hamburger Menu
- Pin Column
Note: This function combined with the ability to drag and drop columns allows you to create customized grids based on your individual needs.- Pin Left: Pins column as the leftmost column.
- Pin Right: Pins column as the rightmost column.
- No Pin
- Autosize This Column
- Autosize All Columns
- Reset Columns
- Pin Column
- Hamburger Menu
- Filters tab:
- For alphanumeric values, like Employee Names and Association Names, you can toggle specific rows to filter them from the utility.
- For numeric values, like Activity Counts or Average Times, you can select from a variety of dropdown options to refine results as needed. Example: You could set a range between "0" and "5" for the Completed column in the Individual Invoice Data Entry utility to see all the employees who completed 1-4 Invoice Action Items (this range would find values that are greater than 0, but less than 5).
- For alphanumeric values, like Employee Names and Association Names, you can toggle specific rows to filter them from the utility.
- Columns tab:
- Each column in the utility can be toggled to hide or show the column and the accompanying information.
- Each column in the utility can be toggled to hide or show the column and the accompanying information.
- There are three (3) menus available, once you click on the Hamburger Icon:
- Right-click on any value within a utility to view the following Copy and Export options:
- Copy: Copies selected value to the clipboard.
- Copy with Headers: Copies selected value and headers to clipboard.
- Copy with Group Headers: Copies selected value with headers and header groups to clipboard.
- Export
- CSV Export: Exports to CSV
- Excel Export: Export to Excel (.xlsx)
- Hovering the mouse cursor over any of the graphical information will cause the legend key for your selection to appear.
- If on a mobile browser, tap the area of the graph and the legend key for the selection will appear.
- The Date Range defaults to the Last 7 Days where available, but the following options are also available:
- Last 7 Days
- Last 30 Days
- Last 60 Days
- Last 90 Days
- Last 12 Months
- Last 24 Months
- Custom Dates: Use the date range selector to select a custom date range.
- Note: Custom Date Range cannot exceed 24 months.
- Note: Custom Date Range cannot exceed 24 months.
- Each performance tool contains a Question Mark Icon, that can be clicked to open a tool tip with a brief description of the info displayed in that tool.
- Each Dashboard can be printed using the Print button in the dashboard header. A single print file will be created for the user to preview before opting to Print.
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