Dashboards overview

            Dashboard, as intended, serves a single place to manage your business. They allow to fit multiple widgets (views) on one screen, allowing to keep the most important data under control. In addition, there are a number of widgets which are available only in dashboards. For example, you can open list of jobs in a separate tab from navigation tree, but you can't view "Ready to invoice" list anywhere except dashboard.

            Each widget in a dashboard can be moved, resized, and maximized (temporary), and you can change colors of widgets for better navigation. Also, you can select from three layouts of a dashboard:
            • Free layout (layout fits the whole screen, each widget can be freely resized and docked to any nearby widget);
            • Table layout (screen has six columns and rows, and each widget can be placed into any cell of that table, and resized to fit more cells, when needed);
            • Flow layout (widgets are placed one after another, they can be of any size, scroll bar appears when widgets can't fit screen size).
            By default, BaccS has three built-in dashboards, which are called Main dashboard, Dashboard for translator, and Dashboard for Manager. The only difference between them is a set of widgets, which you can customize according your needs. You may hide unwanted widgets and add new ones. You may select from all list views, a number of charts, workload planner and a notepad.

            Among default widgets in different dashboards, you will find:
            • Ongoing jobs
            • Unpaid invoices
            • Balance statement
            • Word stats chart
            • Earnings chart
            • Volumes chart
            • Top customers chart
            • Jobs ready to invoice
            • Undistributed payments
            • Notepad
            • Workload planner
            • Undelivered assignments
            • Unpaid assignments
            • Active quotes
            Default look of all three built-in dashboards (Main dashboard, Dashboard for translator and Dashboard for manager):

            You can easily view widget contents in more detail by maximizing it. To do this, click maximize button or double click on a widget header:

            You can change default size of any widget by dragging its border. In the Table layout mode any widget must occupy exactly one or more cells, but cell size can't be changed. By default, grid size size 6x6, which gives 36 cells to organize your widgets. To switch layout mode, click Select layout type button on the ribbon. Take a note that after changing layout mode widgets may be placed in a random order. Please spend some time manually moving and resizing them. To avoid loosing of layout customization, use Save dashboard layout to file and Load dashboard layout from file buttons on the ribbon.
            When you restore layout from file, only widgets size and location is restored, but not widgets visibility state. If current dashboard layout has widgets which are hidden in a saved layout file, it will be needed to manually close unwanted widgets after restoring.

            In any layout mode you can drag widgets and change their position.

            Close button allows to remove a widget from layout. When you close a widget, it is not deleted, but marked as hidden. To manage visible and hidden widgets, change their color, add new and delete existing ones, click Manage widgets button on the ribbon. You will see the following window:

            This is the list of widgets included in a dashboard. To edit properties of a widget, double click on it. To add a new widget to a dashboard, click New button. In both cases, you will see the following window:

            In this window, you can set widget's caption, widget color, visibility state, and toolbar visibility (toolbar with buttons for lists; you can hide it to save screen space, and access all buttons/commands via a context menu). In the Entity type field you have to select data type for a widget being edited. Depending on a selected data type, you will be able to select a view in the View name field. Some data types in BaccS have only one view, but some has multiple views you can select from. For example, if to select Translation job as data type, list of available view will look as following:

            Based on view's name, you can understand which information it contains. Due to universal nature of the application, some view has no sense to be displayed on a dashboard. On the provided screenshot, you can see that Customer_TranslationJobCollection_ListView view is used to display list of jobs in the customer editing form, and it is not intended to be displayed in a dashboard.

            After selecting data type and view type, you can provide additional criteria in the Criteria filed. This field provides visual filter designer, which will help to quickly build a criteria. In the provided example, let's assume that a user wish to display uninvoiced jobs for a particular customer. In this case, criteria may look as following:

            Now, a widget will display only jobs from Capital Translation customer with one of the following statuses: Processing, Finished, Sent and Partially invoiced.

            When you change columns order and layout in any widget, these changes will be saved only for that widget, but not for the main view when it's opened separately. Here is an example explaining this feature: you hide unwanted columns in a widget with a list of translation jobs; but when you open main list of jobs from navigation tree, it will use another (main) columns layout.

            Nested articles of this section describe all widgets available in different dashboards.
            Updated: 04 Jun 2018 12:42 PM
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