Reports Palette

Reports and Dashboards Palette Overview

The Reports Palette Reports has two groups. The first group contains three commonly used reports that are also available from within the function that creates them  In a new data file, the second group normally only contains the single item New Dashboard. 

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. 

ShortcutAlternate Access / Article Link
OrdersInventory / Sales / Orders
InvoicesInventory / Sales / Invoices
PurchasesInventory / Purchases / Purchase Orders
New DashboardThis function is only accessible from the Reports palette.

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