Page 5 - Unanet AE: Administering the System
P. 5
Invoice Designs ....................................................................................................... 74
Activity 7.5 – Edit Invoice Design ........................................................................... 74
Check Your Understanding..................................................................................... 75
Lesson 8: Creating and Managing Dashboards .................................... 76
Learning Objectives ................................................................................................ 76
Dashboard Groups .................................................................................................. 76
Activity 8.1 – Create Dashboard Groups ................................................................ 76
Deploying Dashboard .............................................................................................. 78
Activity 8.2 – Apply Dashboards............................................................................. 78
Configuring Dashboards ......................................................................................... 78
Activity 8.3 – Manage Dashboard Layouts ............................................................. 78
Check Your Understanding..................................................................................... 83
Lesson 9: Creating and Managing Analytic Dashboards ..................... 84
Learning Objectives ................................................................................................ 84
Analytic Dashboard – Moving Parts Overview ...................................................... 84
Analytic Dashboards Permissions ......................................................................... 85
Activity 9.1 – Work with Analytic Dashboard Applets ............................................. 85
Analytic Models ....................................................................................................... 86
Demo 9.2 – Download Analytic Models (Marketplace) ........................................... 86
Activity 9.3 – Install the Analytic Model and Assign Permissions ........................... 87
Analytic Dashboard Designer ................................................................................. 87
Activity 9.4 – Use the Analytic Dashboard Designer Tool ...................................... 88
Analytic Dashboards ............................................................................................... 92
Activity 9.5 – Manage Analytic Dashboards ........................................................... 92
Activity 9.6 – Deploy Analytic Dashboards ............................................................. 93
Check Your Understanding..................................................................................... 94
Lesson 10: Customizing the User Interface ........................................... 95
Learning Objectives ................................................................................................ 95
Column Chooser ...................................................................................................... 95
Activity 10.1 – Work with the Column Chooser ...................................................... 95
UDF Designer ........................................................................................................... 96
Activity 10.2 – Create a User Defined Field (UDF) ................................................. 96
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