Page 74 - Unanet AE: Administering the System

6. Select Activities from the Add Dashboard Widget drop-down list.
7. Select the Add Widget button.

Part 2: Add Alerts
1. Select the + icon at the bottom of the Group Dashboard Layout window.
2. Select Alerts from the Add Dashboard Widget drop-down list.
3. Select the Add Widget button.
4. Select Alerts in the Widgets list.
5. Select the Use check box for the following Alerts:
• Timesheet due today
• Your Expense Sheet has been rejected
• Your Timesheet has been rejected
6. Select the Save button.

Part 3: Add Contacts
1. Select the + icon at the bottom of the Group Dashboard Layout window.
2. Select Contacts from the Add Dashboard Widget drop-down list.
3. Select the Add Widget button.

Part 4: Add Expense Sheets
1. Select the + icon at the bottom of the Group Dashboard Layout window.
2. Select Expense Sheets from the Add Dashboard Widget drop-down list.
3. Select the Add Widget button.

Part 5: Add Timesheets
1. Select the + icon at the bottom of the Group Dashboard Layout window.
2. Select Timesheet from the Add Dashboard Widget drop-down list.
3. Select the Add Widget button.
4. Select the Save button.

Part 6: Add New Layout
1. Select the + icon in the Dashboard Layout Name field. The New Dashboard
window opens.
2. Type Financials in the Name field.
3. Select the Classic Dashboard radio button in the Type section.
4. Select the Create button.

Part 7: Add Gridgets
1. Select the + icon at the bottom of the Group Dashboard Layout window.
2. Select Gridget from the Add Dashboard Widget drop-down list.
3. Select the Add Widget button.
4. Select Gridget in the Widgets list.
5. Select Expense Sheet – Approver from the Grid Query drop-down list.

Lesson 8: Creating and Managing Dashboards ©2022 Unanet. All rights reserved. 74