- Knowledge Base
- Admin
- Setup & Config
Setting up Dashboards
Learn how to set up dashboards for individual xTuple users
Dashboards are specific to the user so each of your employees can have a different setup specific to their privileges and desired visibility. If the user has the appropriate privileges, they can set up their own dashboards.
First, select the edit button.
Then, use the dropdown to select from the Dashboard Chooser.
The privileges that are necessary for each dashboard are:
- Sales Summary: "ViewSalesHistory"
- AP Aging: "ViewAPOpenItems"
- AR Aging: "ViewAROpenItems"
- Top Units Produced: "MaintainWorkOrders and ViewWorkOrders"
- On Time Delivery: "ViewSalesHistory"
- RMA's and Returns: "MaintainReturns ViewReturns"
- Average Customer Receivable: "ViewAROpenItems"
- Days in Accounts Receivable: "ViewAROpenItems"
- Gross Sales Margin %: "ViewFinancialReports"
- Top Ten Customers: "ViewSalesHistory"