Dashboard widgets
The dashboard is a configurable set of widgets covering sales today, stock alerts, pending approvals, open invoices and activity streams. Widgets can be moved, collapsed or removed per user.
Configure your dashboard
- Click the Layout button at the top of the dashboard.
- Toggle each widget on or off for your view.
- Some widgets accept a date range or branch filter.
- Save your layout so it persists for your user only.
Tip
Filtered widgets respect your branch role — a branch operator cannot add a head-office view.
Reports and breakdowns
Every report can be filtered by date range, branch, status and collection. Use the Report library to find a breakdown without rebuilding it.
- Sales and billing summary
- Inventory stock movement
- Ledger, receivables and payables
- Employee attendance and payroll
- Patient, student or guest summaries (industry editions)
Global search
Press the / key in most screens to focus the global search, then type a record ID, name or token. Auto-complete results jump straight to the record.