The Insite Financials Dashboard provides a quick view of Financial feature Tiles that are most helpful to the management and organization of your team. Tiles can be configured to your preference depending on which Insite features you wish to have quick access to.
Note: Dashboard Tile configurations are specified by User and preferences will remain the same when switching to different Clients and Sites.
The Financials Dashboard provides feature Tile views of the following –
- Full Tiles
- Aging by Due Dates
- Half Tiles (Features)
- Half Tiles (Hours)
- Straight Time Hours
- Regular Hours
How to navigate the Financials Dashboard
From any Insite page, click the Financials module in the Main Navigation bar, and then select Dashboard from the sub-menu.
Figure 1. Financials Dashboard
1. Use the Site Picker at the top of the page to select the Client, Site, and Program you wish to view.
2. Click the icon to view information About This Feature.
3. Select CONFIGURE at the top right of the Dashboard to edit views of your feature Tiles.
Figure 2. Configure: Customize Dashboard
a. Select which Tiles you wish to house in your Dashboard by checking or unchecking the boxes next to each feature.
b. Arrange your Tile views be selecting the arrow icon to the right of the feature and dragging it to your preferred position.
Note: Tiles can only be repositioned within their Tile size section – Full, Half (Features), and Half (Hours). Although individual Tiles must stay arranged within their Tile size section, whole sections can be repositioned by selecting the arrow icon next to the section size and dragging it to your preferred position
c. Once you are finished, click Save.
4. Hover over the interactive graphs and chart on certain feature Tiles to view Monthly Trend statistics.
5. Click any of the feature Tiles to open that specific feature’s page.