My Dashboard

Accountability data at-a-glance

Overview: 

My Dashboard visualizes agency data at various levels. Access predefined and custom agency charts across the following categories: Balance Sheet, Jobs, Profit & Loss, Resources, Revenue, and Time. 

 

 

 

How to access My Dashboard 

Steps: 

Select the User Profile Name on the top right and click on My Dashboard. 

Back to Table of Contents

 

Set My Dashboard as the homepage default.  

Steps: 

1. Select User Profile Name and click on My Settings
2. Click on Set homepage
   
3. The Set homepage drop-down box will appear. Click on My Dashboard from the list 
4. 

 

Back to Table of Contents

 

Bookmark your favorite pages

Steps:  

The top section of the dashboard is My Favorites. 

1. The top section of the dashboard is My Favorites. 
   
2. Add links to My Favorites   
   1. Navigate to the page you want to bookmark 
      
   2. Click on the icon at the top of the page and click save 
      
3. To remove a link, navigate to the page and select the bookmark icon to remove the page. 
   

 

Back to Table of Contents

 

Customize the users view with dashboard tiles 

Steps:  

1. Click on Dashboard Tiles 
   
   
2. Select the tiles needed 
   
3. Close out of the Dashboard Tiles selection view to return to the dashboard. To move and reposition tiles, simply drag and drop
   
   
   

Back to Table of Contents

 

Manage dashboards  

Steps:  

1. Click on the icon to the left of My Dashboard 
   
2. Rename, delete, or create additional dashboards. Users can also set a particular dashboard as a default from this view
   

Back to Table of Contents

 

Publish a Dashboard  

Steps: 

1. Click the Publish icon 
   
2. Select the employees you want to share the dashboard with, enter an optional message, and click Publish 

Back to Table of Contents

 

Maintain and create dashboard tiles 

System administrators can create custom dashboard tiles and manage access for users by going to Set Up Files>Report Set Up>Dashboard Tiles.

There are two types of tiles:  

Tile type	Description
Custom	Tiles the agency created and only available to the employees
Generally available	There are approximately 45 tiles created and published by Accountability that are available for all agencies. In the future, Accountability can add to that list depending on agency needs.

Click a link to open one of the existing dashboard tiles

Back to Table of Contents

 

Create Custom Dashboard Tiles 

Users can now create personalized dashboard tiles utilizing the General ledger data in Accountability.  

1. From the Set Up Files>Report Set Up>Dashboard Tiles page, click on the Create A New Tile button
   

Field	Description
Dashboard Group	Select the grouping that the new tile should appear when users are selecting tiles to add to their dashboard.
Title	Enter a name/title for the dashboard tile.
Tile Type	Select how you want to visualize the data for this tile.  You can choose from the following options:  Single text or amount, Single amount with comparative, Line chart, bar chart, or pie chart.
Tile Size	The tile size defaults based on the type selected.  You can change the tile size for line, bar, and pie charts.  As you change the size, you will see a preview of the tile size in a grey box at the bottom of the page.
Data Source	Select ‘General Ledger’. In future releases, we will enable additional data sources such as Jobs, Timesheets, Media, etc.
Data Variable	You can select from a host of variables, e.g., client or job, or choose from dissections of GL data stored in Accountability. The list of variables available is dynamic based on the tile type selected.
Period	Select the time period to be captured. Options include, but are not limited to Month, Year to Date, and Last 12 Months.
GL Calculation	Select one of the following:  Movement -to base the chart on the movement in the selected GL Accounts in the period selected   Balance - to use the Balances of the selected GL Accounts in the period selected
Comparative	This is only relevant/available if you selected the tile type ‘Single amount with comparative’.

Define the source data – the GL accounts – that the tile/chart content should use. Select the Financial Report Format link - This allows you to calculate or select the account(s) or ranges of accounts to be included in the tile chart. For example, you might want to just select the range of revenue accounts if you were creating a ‘revenue by client’ chart.  

• Add lines to the chart to define the various content you want. For example, you might include one line for ‘revenue’ and another line for expenses.  
• Check the Suppress box for lines you are only using to calculate an overall total to display on the chart. Any rows not checked as ‘Suppress’ will be displayed on the cart/tile. 
• Note that the number of lines you can display will be varied/limited according to the tile type and data source you defined on the previous page. 

Click Save and Close to return to the previous page. A preview of your custom agency tile/chart will be displayed at the bottom of the page 

Back to Table of Contents

 

Manage Dashboard User Access 

Steps: 

1. Set Up Files>User Access Groups to define access for each specific group.
   
2. Select which access user group that needs to be managed 
   
3. Select the transaction type, and the desired user access and click on the arrow keys  
   
   
   

Back to Table of Contents

 

 

Back to Admin Training Packet 

Back to Main