Lab Exercise: Additional Information - Dashboard Views

Creating Dashboard Views Video

You may have noticed two areas on the Main Dashboard window in addition to Quick Links: Activities and Views. Not all of the items or their full capabilities are within the scope of the system introduction, but this lab provides a general overview.

The various items in the Views section provide summary views of information that might otherwise require visiting several different windows. Most of the views also include the ability to drill down to the actual record displayed in the view window.

The Views area includes the following menu items:

Account Info
Schedule Info
Product Info
Inventory Lookup
Business Partner Info
Payroll Info
Order Info
Invoice Info
Invoice Info (Simplified Returns)
Shipment Info
Payment Info
Resource Info
Asset Info
Check Runs

The steps to follow are:

Navigate to Main Dashboard
Click on the button assigned to any View menu item
Enter information in the filter parameters associated with that type of view & click on the blue Search button to display the filtered records
Review the document information associated with the view you selected
Double click on individual records to drill down to the actual record displayed in the View window