Edit component properties

Subscription	Company
Regional availability	All regions
User type	Business
Permissions	Dashboard: List, View, Add, Edit Appropriate permissions for each component on the dashboard

Add a graph component

Graph components
Field	Description
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.
Component title	Enter a heading to appear in the dashboard.
Chart style	Select a visual representation for your data.
X Label	Select how to display labels for the horizontal axis.
Legend	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
Font size	For graphs with a lot of text, use a smaller font size.
Height	Set the vertical size of the component. The graph scales to fill the available space.
Dashboard filtering	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 collapsed	Show only the component title when the dashboard initially appears. To see the component details, select the arrow to the left of the title.

Add a general component

General components
Field	Description
Component	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.
Component title	Enter a heading to appear in the dashboard.
News and Events: RSS URL	The URL for the news service you selected (you can edit it).
Automatic height/Height (News Events: RSS	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.
Include description, Include timeStamp (News and Events: RSS)	Show a description of the news article and when it was published. Otherwise, only a link to the article appears (to save space).
Show collapsed	Show only the component title when the dashboard initially appears. To see the component details, select the arrow to the left of the title.

Add a performance card component

Each performance card sits at the top of a dashboard and reports a single value. The foundation of each performance card is an account group, which you select. The account group determines the value that users see.

Learn more about creating your first performance card or editing a performance card.

Appearance tab

Performance card components - Appearance tab
Field	Description
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 How does rounding apply in performance cards? If the rounding will obscure visibility, rounding is ignored. For example, it might appear as a zero if the amount is set to 1000 but the rounding is set to Millions. If the numbers are positive or negative: The maximum number of characters allowed is 11, including the currency sign and a negative sign if there are negative numbers. Positive numbers don’t consume a character in the count. When it's a budget or period comparison, the characters allowed is 9, including the currency sign and negative sign if the comparison is a negative(positive numbers don’t consume a character in the count).
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): From Reporting period, select a Prior... period (Prior Month, Prior Quarter, ...). 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): From Reporting period, select a Current... period (Current Month To Date, Current Quarter To Date, or Current Year To Date). 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: From Reporting period, select Today. 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. You can create performance cards that compare an actual figure against a budget. However, creating a computation within an account group with the numerator and denominator coming from different actual vs budget isn't supported. In this case, consider a graphical approach to get the comparison with a visualization.
Grouping	Organize related performance cards into a group, which you can move and align as a single unit on the dashboard.

Filters tab

Narrow the scope of the performance card value by selecting 1 or more filters.

Add a record component

Record components
Field	Description
Component type	Limit the component list to financial, memorized, or custom reports.
Component	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.
Component title	Enter a heading to appear in the dashboard.
User view	If you created a custom view of a page such as a view of all AP supplier invoices in draft state, you can select that view from the dropdown for display on your record component.
No. of rows/Automatic height/Height	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 collapsed	Show only the component title when the dashboard initially appears. To see the component details, select the arrow to the left of the title.
Record details	Field names vary, based on the component you select. For example, a component listing payments needing your approval includes a field name for Supplier 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.

Add a report component

Report components
Field	Description
Component	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.
Report source	Choose the source for the report, whether it’s financial, custom, or standard.
Report type	To make it easier to find a specific report, filter the component list by selecting a Report type.
Report audience	To make it easier to find a specific report, filter the component list by selecting a Report audience.
Component title	Enter a heading to appear in the dashboard.
Rows/Automatic height/Height	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.
Report view	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 collapsed	Show only the component title when the dashboard initially appears. To see the component details, select the arrow to the left of the title.
Dashboard filtering	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.

Add a Smart Links component

Smart Links components
Field	Description
Smart Link type	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. Some websites do not allow their content to be displayed as a component of another application. In this case, use a Smart Link of type Click instead of Fetch. This is commonly encountered when the target URL explicitly includes frame options (such as opening in an iFrame or X-frame) in the header. Client- or server-side errors might also affect the ability to fetch.
Component title	Enter a heading to appear in the dashboard.
Automatic height/Height (Smart Link type: Click)	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.
Automatic height/Height (Smart Link type: Fetch)	Set the vertical size of the component.
Show collapsed	Show only the component title when the dashboard initially appears. To see the component details, select the arrow to the left of the title.
Smart link details	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

Add an Intacct Collaboration Feed

With Intacct Collaborate, you can post a snapshot of a dashboard to your Chatter feed to help other users follow changes in information.

Collaboration Feed components
Field	Description
Social Feed	Select a feed to add to the dashboard. You can add: 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.
Component title	Enter a name for your feed, or use the automatically generated title.
Height	Set the height of the feed window as it will appear on the dashboard. Height is in pixels.
Show collapsed	Show only the component title when the dashboard initially appears. To see the component details, select the arrow to the left of the title.