Search Knowledge Base Articles

Business Intelligence Dashboard — Custom Dashboards (how to use)

← Back to Business Intelligence Dashboard overview

Custom Dashboards

Module: Business Intelligence Dashboard

Where to open in admin

  1. Log in to Admin.
  2. Open sidebar menu Business Intelligence Dashboard.
  3. Click Custom Dashboards.
  4. Direct route (for admins): admin/business_intelligence/business_intelligence_dashboards

What this screen is for

Summary view of KPIs, open items, and shortcuts into daily work in Business Intelligence Dashboard.

How to use — step by step

  1. Open this dashboard after login to see counts of open/pending records.
  2. Use widgets or summary cards to jump into lists (e.g. pending approvals, low stock, overdue tasks).
  3. Filter by date or status if filters are shown.
  4. Click through to the underlying list screen to action items.
  5. Refresh during the day; numbers update as staff post transactions.

Common buttons & actions

  • Open record
  • View report
  • Export (if available)

Required permissions

Staff need the bi_dashboards feature with: view, create, edit, delete.

Assign under Setup → Staff → Roles → Permissions.

Related guides

See the Business Intelligence Dashboard overview for module-wide workflows, API, and setup.

Did you find this article useful?

Related Articles