Configuring Dashboards

To configure Dashboards for employees, you will need to log into RIMSS in the role of Administrator.  Navigate to File > Manage > Manage Dashboard Access

If no Dashboards have been previously configured, this document will open blank.  Any configured dashboard access will be detailed in the grid.  You will be configuring dashboards for the Company you are currently logged into.  Each company is configured separately.

Adding Dashboard Widgets to Users

There are 2 methods you can use to add Dashboard Widgets to a new user. We will review both methods in this document.

1. Manually Add Widgets to a specific User
2. Copy Widgets from Another User to a specific User

Manually Adding Dashboard Widgets to a User

1. To manually add Dashboard Widgets to a user, you will first need to select the user from the dropdown at the top left of the screen.  Once you click on the dropdown, you can begin typing the username to quickly filter the list.

2. Choose the Widget to be added to the selected user from the Dashboard Widget dropdown.  Only widgets that are NOT already assigned to a user will display in the dropdown. You can sort or filter this list using the auto-filter row.  They TYPE column is especially helpful in filtering to Widgets for a specific department.

3. Select Location and Department options if applicable to the Widget.

With this feature, you can restrict the user to view information from specific Locations or Departments or to view the information for all Locations/Departments within the Company.  Each widget may or may not have these options depending on the specific data represented. For example, an Accounts Payable widget will NOT have options to restrict data by location/department, but a Profit and Loss widget will have the ability to restrict access to the data by Location and Department.

Allowed Locations - Clicking this dropdown will show a list of Locations within the current Company. Check the box(es) for the Location(s) that you want the employee to view on the widget.

Allowed Departments - Clicking this dropdown will show a list of Departments within the current Company.  Check the box(es) for the Department(s) that you want the employee to view on the widget.

If either of these dropdowns are greyed out, then the option to restrict access is not available on the widget selected.

Once you have completed your selections, you can preview the widget prior to assigning to the User by clicking on the "Preview Widget" button.  

Click on the button Add Widget to User to add the report to the selected User's Dashboard. The row for the specific user and widget will display in the grid below.  It is helpful to filter the list to the User you are editing to more easily view their assigned widgets.

Be sure to SAVE your changes after adding or editing widgets.

Copying Widgets from another User

Once you have set up Dashboards for a user, you can copy one or all of the user's widgets to a new user. The copy will bring the same settings as the original configuration, but you can edit the settings directly in the grid.

First, find the user or the specific user's widget in the grid.  Select the row and right-click. This will display an option to Add Widgets to other User. Click on this option.

You will see a popup with a dropdown to select a User.  Choose the User that you are copying widgets to and click OK.

You will see a popup that asks if you wish to add ALL widgets from the original user to the selected user.  

Choosing YES will copy all widgets set up on the first user to the new user.

Choosing NO will copy only the selected widget to the nuew user.

In this example, I chose YES to copy all configured widgets to the new user.

The system will populate the widgets on the new user with the same Location/Department settings from where they were copied.  If you wish to change these settings, you can click on the current setting in the grid to get a dropdown where you can update the assigned Locations/Departments.

Be sure to SAVE your changes after adding or editing widgets.

Customizing the Display of Dashboards

The layout of Dashboard Reports can be customized for each user.

Updating the Dashboard Captions

There is a separate tab where you can update the Caption that will display on each Dashboard Tab when viewing Dashboards.  Click on the tab for Dashboard Captions to access this configuration.

Type directly into the boxes to update the Caption that will display on each tab of the Dashboard for your Company.  Click the SAVE button when complete.

Assigning Widgets to Dashboard Captions Tabs and setting the Sort Order

Navigate back to the User Widgets Tab and filter to the User you just set up.

There are columns in the grid for Display on Dashboard and Sort Order. You can type your selections directly into the grid. These 2 settings are not copied when you copy widgets to another user.

Display on Dashboard: Assign the Dashboard tab that you want the report to display on

Sort Order: Set the order of display for the tab that you set for the widget to display.  The system populates the widgets from Left to Right, Top to Bottom using this sort order.

Only tabs that have assigned widgets will display on the User's Dashboard.

Ensure that you Save Changes when complete.

Adding Query Reports to the User's Dashboard

You can add certain reports in RIMSS to the User's Dashboard to give them 1 click access directly from their Dashboard.  The Query Reports must already be created and saved in the Reports Module prior to adding to a Dashboard.

Navigate to the User Saved Queries tab

The system will display all users and reports that are already assigned in the grid.  Select a User from the dropdown at the top left of the screen to begin adding reports to that user's dashboard.

The Saved Query dropdown will populate all available Query Reports saved in RIMSS.

Name: Displays the custom name of the Query entered by the person who created the report

Description: Displays the description of the Source Report (i.e. Profit & Loss Grid View, Customer Line Item Grid View, Gross Profit Grid View)

List Control: Displays a shorter description of the Source Report

After selecting the Report, click the button to Add Saved Query to User.  The row showing the user and Report will populate in the grid.  Click to Save Changes after adding the reports.

Removing Widgets or Reports from a User

If you wish to remove a Widget or a Query from the Users dashboard, click on the Inactive box in the grid on the appropriate tab. Click on Save Changes after marking Inactive boxes.