How to use the Dashboard

The Dashboard is a "single-page" overview of your financial results in the selected period. In addition to the dashboard itself, it also shows a tab with a detailed Profit & Loss. You can run this report either for one selected company or consolidated..

Below is a step-by-step guide on how to use the Dashboard.

1. How to Start

You will find the Dashboard in Essentials -> Report.

Click on the field behind the Run button, and select the period and company from the dropdown menus.

Click on the Run button to retrieve the latest version of your dashboard.

2. How to print or create a PDF

If you want to present to the board or other stakeholders, you can export the report to PDF or print it. To do this, simply click on the page you want to view and use the Actions button (top right) to export or print the report as needed. If you choose File, select PDF as the format.

For the best view, select the Portrait option. With the option Include all sheets, you can export/print all pages. If you leave this unchecked, only the current sheet will be printed.

If you want to print the report as a concept, select the Print as concept option. This will add a watermark to your printout.

And that's it! You have successfully created and exported/printed your Dashboard. The Dashboard is a powerful tool that can help you present the financial performance and health of your company.

We hope that this helps you to understand how to use the Dashboard. Keeping track of your financial performance and business metrics has never been simpler. If you have any further questions, please don't hesitate to reach out to our support team.

Recommended reading:
Back to top | Overview | Trial Balance

We value your privacy

We use cookies to enhance your browsing experience and analyze our traffic.
By accepting, you consent to our use of cookies.

Accept Reject Cookie Policy