Reports Palette

Reports Palette Overview

The SapphireOneReports Palette Reports provides reports on Orders, Invoices and Purchases from Inventory mode. Additionally the Reports palette differs from all other palette menus in that it includes unique functionality that is only accessible here.

Dashboards Overview

The final group in the palette is titled Dashboards. Utilising the New Dashboard command a SapphireOne user can create a new graphic dashboard allowing for user friendly data visualisation. The SapphireOne user access to all data table and fields within SapphireOne for this purpose. New Dashboard created will appear within this group.

Creating a New User Dashboard has been documented in detail later in the article.

  • Users should be aware that any items or transactions opened using the Palette will be locked to other users on the network. Those users will be allowed read only privileges and will be unable to modify the data entry item currently opened by using the Palette options. 
  • The Bondi Blue demonstration data file has had two dashboards created, Closure Rating and Sales Pipeline as examples for the Bondi Blue Company. The two items just below the New Dashboard option and will only be displayed when SONE0 logs in to the Bondi Blue data file. These two items are now SONE0’s Dashboard items. Any Dashboards created by a user will be listed in this palette. 
Shortcut Alternate Access / Article Link
Orders Inventory / Sales / Orders
Invoices Inventory / Sales / Invoices
Purchases Inventory / Purchases / Purchase Orders
New Dashboard This function is only accessible from the Reports palette and is outlined below.

Creating a New User Dashboard 

Users may create a new custom Dashboard by selecting New Dashboard from the Reports Palette Reports. The new dashboard configured for the example to follow is displayed below. 

The configurable parameters are as follows.

  • Dashboard Type – The Dashboard type may be Graph, Pie, Line or Meter style. 
  • Title – The user may use any Title or name for the dashboard but it is the only item that may not be changed once the dashboard has been created and saved. 
  • Table – The table that the information is to be drawn from. 
  • X axis – selects the column from the table that is to be displayed. SapphireOne will select the first column but the user may select any column in the table. 
  • Column Radio Buttons – The user may elect to view from one to three columns of data for the Y axis. This again is data in another column. 
  • X & Y Axis selection and Label (Title) – For each column selected from the extensive list of provided variables, a name should be inserted. 
  • Position and Viewport Size Options – Position X & Y, Size X & Y are set by SapphireOne and may not be changed directly immediately. The size of the displayed dashboard when opened may be altered by selecting the lower left hand corner of the dashboard and dragging it to the size required. Once the dashboard is closed SapphireOne will remember the size when it is opened again. 
  • Redraw in X Minutes – This data entry field tells SapphireOne in minutes how often that the display is the updated with information in SapphireOne. (Default is to set it at every 10 minutes). 
  • Open Dashboard When User Login checkbox – When this option is selected, SapphireOne will immediately open this dashboard as soon as the user logs in. They will have to close it before commencing work. 
  • Record Query – If required a query may be made on the records. There is provision for up to six queries to be made enabling filtering of the data to be displayed in the dashboard. 

If any dashboards are to be deleted first select the Reports Palette. Then hold down either the Command or control keys, and left mouse click on the dashboard to be deleted. An alert screen will be displayed seeking confirmation prior to deletion.

Once we save the Dashboard the Reports Palette now displays the new item as shown here.

  • Creation of custom dashboards is read only and therefore has no impact on SapphireOne data. They are also only displayed on a per user basis. 
  • User created Dashboards may be modified by selecting the button in the lower right hand corner of the dashboard. 
  • The Dashboard Settings pop up will be redisplayed enabling modifications to be made. 
  • When the user right clicks anywhere within the graph will result in SapphireOne displaying an additional file management menu. This additional menu allows the user to Copy, Save As or to select any one of three display formats provided including , Truncated non-centred, Scaled to fit, Scaled to fit centred prop

You can review our Blog and YouTube channel for additional information and resources on SapphireOne ERP, CRM and Business Accounting software.

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