Page 76 - Unanet AE: Administering the System

• General Accounting > Income Statements
6. Select the Save button.
Note: These reports will be visible on the Dashboard only if the employee has
been granted Report permissions.

Part 11: Add Tiles
1. Select the + icon at the bottom of the Group Dashboard Layout window.
2. Select Tiles from the Add Dashboard Widget drop-down list.
3. Select the Add Widget button.
4. Select Tiles in the Widgets list.
5. Select Bank Balance from the Tile Query drop-down list.
6. Select the Save button.

Part 12: 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:
• Accounts Payable Balances
• Accounts Receivable Balances
• Bank Balances
• Past Due Receivables
6. Select the Save button.

Part 13: Add New Layout
1. Select the + icon in the Dashboard Layout Name field. The New Dashboard
window opens.
2. Type Analytics in the Name field.
3. Select the Analytic Dashboard radio button in the Type section.
4. Select the Create button.

Part 14: Add Analytic Dashboard
1. Select the Show check box for P&L Example.
2. Select the Default Load check box for P&L Example.
3. Select the Save and Close button.
4. Close the Dashboard Groups applet.

Lesson 8: Creating and Managing Dashboards ©2022 Unanet. All rights reserved. 76