OVERVIEW

The Dashboard is available to all users and provides graphical representations of financial data for the Entities or Locations they have permission to view.

Users can display data for:

• A single Entity or Location, or

• Multiple Entities or Locations for a consolidated view.

USING THE DASHBOARD

Select the Desired Client or Company

Upon login, if you have access to multiple Clients or Companies:

1. Click the Client/Company name in the top-left corner of the navigation bar.

2. In the next window, locate the Client/Company you wish to view.

3. Click the blue arrow to switch to that Client or Company.

Open the Dashboard

From the left navigation bar, click Dashboard to open the Dashboard view.

View the Consolidated Dashboard

By default, the Dashboard displays a consolidated view of all Entities/Locations in the selected Client or Company.

Filter by Entity or Location

To view a specific Entity or Location:

1. Click the button at the top-center of the screen.

2. Select the desired Entity or Location to display its data on the Dashboard.

Customize the Dashboard Layout

Click the button at the top-right of the Dashboard to customize the layout.

• Add or remove widgets.

• Rearrange their order.

• Adjust your preferred view.

Save Your Changes

Once finished customizing:

1. Click the button.

2. The Dashboard will refresh to display your updated layout.

Have Questions?
We're More Than Happy to Help

Schedule a call with Customer Success below, email us at support@qvinci.com or call us at 1-512-637-7337 Ext. 1 Available M-F, 7:30am-6:30pm CT and it is always FREE!

Schedule an Appointment with Customer Success