Getting started with Aico
- Logging into Aico for the First Time
- Creating your first journal
- Creating your first request
- Creating your first payment
- Creating your first Intercompany Invoice
- Working with Closing Tasks
Working with Journals
- An overview of Aico journals
- How to create a manual journal
- Create a journal by copying existing journals
- Import new journals from Excel
- How to import multiple journals from one Excel spreadsheet
- What are recurring journal entries?
- How to create Recurring Duplicate Journal entries
- How to create Recurring Allocation journal entries
- Create recurring journals with automatic reversals
- Reversing documents
- Import data to existing journals
- Export journals to e-binder
- Working with Reconciliations
- Universal Settings
- An overview of Aico Dashboards and Lists
- How to use lists in Aico
- How to use dashboards in Aico
- How to use charts in a dashboard
- Dashboards: Advanced Settings
- Users and User Groups
- Mail notifications
- Automation Manager
- Aico Announcements
How to create dashboards
Modified on Thu, 24 Nov 2022 at 02:08 PM
This article will show you how to create a new dashboard from scratch.
How to create a new dashboard
On the Actions tab in the top left corner of your screen, select New dashboard from the drop-down list.
A new tab will open. This will display the configuration view of your new dashboard.
1. Give your new dashboard a name. This name must be unique. You can't save the dashboard if there is a dashboard with the same name already.
2. Link the dashboard to a category, if required, to group dashboards together. Clicking in the box will open a drop-down menu of existing categories to choose from, or you can start typing to create a new category.
3. Make the date range filter visible in order to search for archived documents. Once clicked, a Date range box will appear on the top right of your screen.
4. Choose the Quick filters you want visible on your dashboard. These are temporary filters that you can select to narrow down the list contents. The values you select reset automatically at the end of your session. Click here to read more about setting up Quick filters.
5. Set any Global filters. These are permanent filters that remain on your dashboard. Click here to read more about setting up Global filters.
Remember, whatever you set as a global filter will apply to the entire chart. In the example below, the Global filter is set to Closing tasks. This means all the data in this dashboard will be limited to only those Aico documents where the Aico process is set to Closing tasks.
6. To save your new dashboard, you need to add at least one chart.
To create a new chart in the dashboard, click Add chart. For detailed steps, read about how to add charts to a dashboard.
Click X in the dashboard tab heading to close the dashboard. It will be saved under the Actions drop-down list.
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