Show/Hide Toolbars

Jim2® Business Engine Help File

To create a new dashboard go to Dashboard > Create Dashboard.

 

create dashboard

 

Enter a name for the new dashboard tab and click Save. In this example, a new Accounts dashboard tab is being created.

 

create dashboard tab

 

new dashboard created

 

As many dashboard tabs can be created as desired, and multiple widgets can be added (from the Add Widgets icon) on the tabs, each configured to view specific areas of the business.

 

To edit the current dashboard tab, on the ribbon go to Dashboard > Edit Dashboard.

 

edit dashboard

 

The dashboard tab can also be renamed as well as changing the sort order of the tab using Edit Dashboards.

 

Info

There are times where it may be necessary to log off and back on to see the changes.

 

To delete the current dashboard tab, on the ribbon go to Dashboard > Delete Dashboard.

 

delete dashboard

 

The following will appear:

 

confirm delete dashboard

 

Click OK or Cancel, as appropriate.

 

warning1

If OK is clicked, this tab and all of the widgets contained therein will be deleted.

 

Further information

Dashboard Security

Dashboard Layout

Dashboard Widgets