Organizations - Dashboard

The Organizations Dashboard provides a number of navigational links, summary information, helpful tips and more.     Below is an example dashboard screen with a description of the various items that may be included.

Roles

This dashboard is available to users having any of the following roles: Administrator,  P&R Administrator, Billing Manager (and their alternates), GL Admin, AP Admin, AP Poster, AP User, AP Viewer, AR Admin, AR Poster, AR User, AR Viewer, Contact Manager and Contact Viewer .

License

This menu option is available with all editions of Unanet.

 

Topics covered on this help page include:

 

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Example Dashboard

 

SubMenu Items

Depending on each user's roles, the following submenu items may be available under the Organizations main menu item:

 

 

My Reports

If you have a certain report that you run on a frequent basis with the same or similar selection criteria, you can save and reuse that criteria.  Once you save a report or create an ad-hoc report, you can control which saved reports and/or ad-hoc reports will appear in your My Reports section so that you can quickly run the report directly from your dashboard (without having to supply selection criteria).   

Check out Saving Report Criteria and Adhoc Reporting for more information regarding those topics.


Shared Reports

Similar to the concept of My Reports, Administrators can define saved reports and make them available for others to run.  

Administrators can check out Sharing Reports for more information.


My Lists

Similar to the concept of My Reports, users can define saved selection criteria for various lists for one click running (such as lists of people, list of projects, and even Project Notes selection criteria).  


Quick Links

This section of the dashboard contains links to additional functionality.


Dashboard  

Clicking on the link on the dashboard title bar, will navigate you to the Preferences >> Dashboard (Dashboard tab) page where you can configure many of the sections on your dashboard, including which reports and lists will appear in your left menu column, which items and in which order various controls will appear in the center section of your dashboards, etc.

 


Quick Search

Organization Quick Search

If you are interested in quickly accessing a particular organization and know the organization code or organization name, you can use the Organization Quick Search mechanism available on the organizations dashboard.  Simply enter your filter criteria and click on the Go arrow .  This will present you with a list of organizations matching your search criteria.  You can search by Org. Code or Org Name.

 

Contacts Quick Search

If you are interested in quickly accessing a particular organization contact and know the organization code or contact's last name, you can use the Contacts Quick Search mechanism available on the organizations dashboard.  Simply enter your filter criteria and click on the Go arrow .  This will present you with a list of contacts matching your search criteria.  You can search by Org. Code or Last Name.  

Roles

This Quick Search is only available to users having one of the following roles:  Administrator, Contact Manager or Contact Viewer.


Organization Add

The add organization icon is available on a number of screens, including the Organizations Dashboard and Organization >> List screens.  

Roles

The Add icon is available to users having any of the following roles:  Administrator, P&R Administrator, GL Admin, AP Admin and AR Admin

Note that while AP Admins and AR Admins can create, edit and delete organizations, although they cannot view or modify values on the Financials tab.


How To / Tips

Click on the icon on the right-hand side of the screen to expand the How To, Tips, and Custom Links menus.

 

This section of the dashboard will contain links to additional instructions.   The tips displayed will vary depending on the user's role.  

Administrators can control which links and sections appear on the dashboards.

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