Edit component properties

Component

Show any graph.

• Financial chart: after being created in the General Ledger, a financial graph is automatically available to be added to a dashboard.
• Standard graph (such as the Customer Aging graph): memorize the graph for it to show up in the list.

You can also select Add (circle) next to Component to create a new report from within the dashboard.

Enter a heading to appear in the dashboard.

Select a visual representation for your data.

Select where to put the legend in relation to the graph. Legend placement is available for these graph types:

• Stacked column
• Stacked bar
• Area
• Stacked area

For graphs with a lot of text, use a smaller font size.

Set the vertical size of the component. The graph scales to fill the available space.

If you put filters at the top of the dashboard:

• To show filtered content for this graph on the dashboard, select Allow.
• To show all content for this graph on the dashboard, select Prevent.

Show only the component title when the dashboard initially appears. To see the component details, select the arrow to the left of the title.

List shortcuts, news feeds, and other productivity aids. For example:

• Closed through summary shows the dates for which books were closed. If added to a top level dashboard, the summary is included unless Entity View is selected. Entity view shows information for all available entities. If the dashboard is specific to an entity, only that entity close dates are shown.
• Billboard displays text that’s entered when you create the component.
• Main Shortcuts lists convenient links that take you directly to a page without needing to navigate through several menus.
• Custom Navigation provides a way to include links directly from the dashboard to Sage Intacct menus.
• Attachments Container provides a link directly to an attachment containing 1 or more documents.
• Message Board shows system messages from your system administrator.
• New Features lists recent updates to our service.
• News and Events: RSS enables you to include content from popular news sources, such as the NY Times or CNN Money, by entering their RSS URL.
• Resources includes links to Help and user guides.

Enter a heading to appear in the dashboard.

The URL for the news service you selected (you can edit it).

Set the vertical size of the component:

• To list everything without a need to scroll vertically, select Automatic height.
• To set a fixed height and require scrolling for longer lists, clear Automatic height, then enter a specific Height.

Show a description of the news article and when it was published. Otherwise, only a link to the article appears (to save space).

Show only the component title when the dashboard initially appears. To see the component details, select the arrow to the left of the title.

Title

Enter a brief label to show above the performance card value, such as: Net Profit Margin.

Account group

Select an account group that's based on either a:

• Single GL account, such as revenue, or ...
• Computation, such as Net Profit Margin, consisting of several account groups (set these up first).

If you don't see the account group that you need, create a new one.

Reporting period

Select the time span you're reporting on.

Show as

Show a currency symbol or percentage sign (%) next to the performance card value.

The value, such as 12 versus .12, is determined by the Account group. Selecting Percentage - append % sign doesn’t shift the decimal point.

Rounding

Select how much precision to show for the performance card value.

• No rounding: Show all digits for the number of decimal places defined for an account group—up to 8 places for performance cards. For example, for a value of 12.340600:
  • If the account group is set to display 2 decimal places, the performance card displays 12.34.
  • If the account group is computational and is set to 6 decimal places, the performance card displays 12.340600.

  • Only computational account groups can set a specific number of decimal numbers, but account groups can be members of multiple account groups.

• Whole number: Show all digits to the left of the decimal place.
• Thousands: Abbreviate with K. For values less than 10,000, show 1 decimal place. For example:
  • 111,444,777.99 appears as 111,444K
  • 9,444.99 appears as 9.4K
• Millions: Abbreviate with M. For values less than 100,000,000 and greater than 10,000,000, show up to 1 decimal place. For values less than 10,000,000, show 2 decimal places. For example:
  • 111,444,777.99 appears as 111M
  • 99,444,777.99 appears as 99.4M
  • 9,444,777.99 appears as 9.44M

Reporting book (if you have multiple books)

Report on one book or combine amounts from multiple books.

Comparison

Choices are based on the Reporting period you select.

Period comparisons

• Finished period: To compare a value from one entire period with a value from another entire period (instead of a partial amount for the current incomplete period):
  1. From Reporting period, select a Prior... period (Prior Month, Prior Quarter, ...).
  2. From Compare to, select Period and Prior period.
• Current period: To compare a value from a current period (such as Current Year To Date) against a partial prior period (up to the same point):
  1. From Reporting period, select a Current... period (Current Month To Date, Current Quarter To Date, or Current Year To Date).
  2. From Compare to, select Period and Prior period.
• Day: To compare a single date (based on the As Of Date for the dashboard) against the same date in another period:
  1. From Reporting period, select Today.
  2. From Compare to, select Period and select the number of prior years, quarters, months, weeks, or days. For example, if the As Of Date for a dashboard is 1/1/15, comparing to a period of 1 year ago would compare against 1/1/1/14.

Budget comparisons

Budget: Select a budget you've set up.

No comparison

None: report on a standalone value, such as Days Sales Outstanding or Days Cash on Hand.

Grouping

Organize related performance cards into a group, which you can move and align as a single unit on the dashboard.

List filtered, sorted records. For example, if you approve payments or expenses, add a component listing the ones that need your approval. Select to drill down and review the transactions without leaving the dashboard.

Enter a heading to appear in the dashboard.

If you created a custom view of a page such as a view of all bills in draft state, you can select that view from the dropdown for display on your record component.

Show exactly this number of rows. To see additional rows from the dashboard, select Search.

• To show the number of rows without a need to scroll vertically, select Automatic height.
• To set a fixed height and require scrolling for longer lists, clear Automatic height, then enter a specific Height.

Show only the component title when the dashboard initially appears. To see the component details, select the arrow to the left of the title.

Field names vary, based on the component you select. For example, a component listing payments needing your approval includes a field name for Vendor ID. A component listing employee expenses needing your approval includes a field name for Employee.

• Field Name: The fields that are relevant for the component you selected.
• List: Select the fields to show in the dashboard.
• Sort: Choose a field to sort the list.
• Filter and Field Filter: Narrow the amount of detail that appears in the dashboard.

Show any memorized or financial report.

If you select a financial report, we automatically create it in the General Ledger and display it in the dashboard component. To see the report, go to General Ledger > All > Reports > My stored reports.

You can also select Add to create a new report from within the dashboard.

Enter a heading to appear in the dashboard.

All rows: every row of the report is viewable in the dashboard.

• To show every row (with no vertical scrolling), select Automatic height.
• To limit the vertical size of the component (but allow scrolling), clear Automatic height and enter a specific Height.

Enter no. of rows: a limited number of the beginning rows are viewable in the dashboard. The component title occupies the first 2 rows (for example, to show 10 rows, enter 12 to account for the title):

• To show exactly the number of rows (with no vertical scrolling), select Automatic height.
• To limit the vertical size of the component (but allow scrolling), clear Automatic height and enter a specific Height.

• Snapshot: get the report when you initially open the dashboard, but update it only when you refresh the component.
• Live: we'll regularly update the report.

If you don't need filtering for a report, select Snapshot. This reduces processing needs for the report, which helps your dashboard perform better.

The date and time of the most recent update appear beneath the component title.

Show only the component title when the dashboard initially appears. To see the component details, select the arrow to the left of the title.

On some reports, you can use this field to choose if dashboard filters are applied to the report. The Dashboard filtering field is available if you select Live in the Report view field.

• Click: show links to web pages: when a user selects a link, we'll open the page in a new window.
• Fetch: show content from a web page directly in the component.
• Sage Intacct Menu: provide direct links to defined menus within Sage Intacct.

For example, if you create a report in another web application, set up a Smart Link Select to show a link to the report, or a Smart Link Fetch to show the report directly on your dashboard.

Enter a heading to appear in the dashboard.

Set the vertical size of the component:

• To list every link without a need to scroll vertically, select Automatic height.
• To set a fixed height and require scrolling for longer lists, clear Automatic height, then enter a specific Height.

Set the vertical size of the component.

Show only the component title when the dashboard initially appears. To see the component details, select the arrow to the left of the title.

• Link name: enter text to show for the link. For example, if you link to a budget report with a lengthy URL, you can abbreviate the link name to merely: Budget
• URL: enter the web address
• Height, Width: define the size (pixels) of the window that opens when a user selects the link
• Scrolling: add scroll bars to the window that opens
• Resizable: allow the user to re-size the window the opens; otherwise, the window stays fixed with the height and width you define
• Tool bar: show the browser toolbar in the window that opens

• What I Follow feed: shows updates for everything that you follow, including posts from people you follow, groups you’re a member of, and files and records you’re following.
• To Me feed: shows posts that are made on your profile page, including posts others make; posts and comments where you’ve been mentioned; and posts you made that have comments.
• Company feed: shows posts and comments from your entire company
• Group feeds: posts and comments from specific groups you’re a member of.

Enter a name for your feed, or use the automatically generated title.

Set the height of the feed window as it will appear on the dashboard. Height is in pixels.