Status Widget

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The Status widget allows viewing the current state of a particular status-driven object (job, purchase order, quote, etc.), grouped by its current status, and even by branch (if branches are enabled).

 

statusfilter

 

The filter options will vary depending on which object is selected. The object will display as either a bar, pie or doughnut chart grouped by each status.

 

charttypes1

Chart examples

 

A status within the Status widget can be drilled down upon, ie. select, for example, Booked and a grid will appear listing those object with the current status of Booked. Then right click on the object number to view a specific object within Jim2.

 

statuswidget

 

Within the grid, you can see the object number, dates in/out, status, type, Item number, customer name and the total including GST.

 

When first added to a dashboard, the Status widget defaults to a pie chart (this can be changed to either bar or doughnut), displaying each status of the object selected. This object type can be changed to job, quote, purchase, project, RFC, RTV, stock transfer or stock adjustment, and the options for filtering the results will vary depending on which is selected.

 

statuswidgetopt

 

Group

Option

Description

Widget Settings

Caption

This is the caption that will be displayed at the top of the widget. The default caption is Status, but can be renamed.

Refresh

The widget's refresh interval in minutes. It is suggested not to set this too low (eg. 15 minutes or higher).

Chart Settings

Chart Type

Choose from Bar, Pie or Doughnut. The default is Pie.

Show Labels

If selected, shows the label of each segment of the chart.

Palette

Choose the colour palette that will be used in the graph.

Point Size

The size of graphs points. Default = 2. Try 8 or 10 on smaller graphs.

 

2 points:

twopoints

 

10 points:

tenpoints

 

Status type charts do not have graph points.

Filters

Object Type

Choose from job, quote, purchase, project, return from customer, return to vendor, stock transfer or stock adjustment.

Other Filters

The available filters will change depending on the selected object (example images above this table).

 

hmtoggle_arrow1What to look at'

 

Further information

Account Watch Widget

Dashboard Widgets Management

Debtors/Creditors Widget

Job Widget

Published List Widget

Watchout Widget