Dashboard
Dashboards supply at-a-glance views for important data using widgets. Dashboards can be customized by role or staff group, which allows a wide range of repo...
Wed, 31 Jul, 2024 at 8:19 AM
Click on the Name of the Widget to View the Setup General Portal The portal widget displays quick links to processes, customers, agencies, use...
Thu, 28 Nov, 2024 at 10:26 AM
Adding a Portal widget to a dashboard gives users a convenient option to access the navigation options available in the top menu. See also: ...
Wed, 31 Jul, 2024 at 8:30 AM
Add an Announcements widget to a dashboard to display important information throughout your company. To add an announcement, your profile will...
Thu, 11 Jul, 2024 at 11:35 AM
The Search widget allows you to add a search function to specific areas of RPM. Enter the Widget name and select the Scope. The scope limits whe...
Wed, 31 Jul, 2024 at 8:24 AM
The Attention list widget will display a form count by process for: Actions due for me, Actions due for someone, Approvals required for me, Approvals requi...
Wed, 31 Jul, 2024 at 8:30 AM
Add an Actions widget to a dashboard to display a user’s actions. Up to 10 actions will be displayed in the widget. When the actions widget is on y...
Wed, 31 Jul, 2024 at 8:30 AM
The Commission run widget shows you how long ago (days) you closed out your run and the total net billed for that run. See also: All Wi...
Wed, 31 Jul, 2024 at 8:31 AM
The Commissions value widget has multiple options and can therefore be used to show either growth or value for variables such as: Net billed, Gross comm, Pa...
Wed, 31 Jul, 2024 at 8:32 AM
The Commission trends widget displays the trends of certain types of commission values over a set time period. Types: Net billed Gross comm. ...
Wed, 31 Jul, 2024 at 8:33 AM