Module guide
Dashboards
Choose a dashboard appropriate to your role and company. Review the period and filters before interpreting a number. Follow a metric to its underlying records where available; empty charts can reflect no matching data, restricted access or an incomplete filter.
How this module fits your work
Choose a dashboard appropriate to your role and company. Review the period and filters before interpreting a number. Follow a metric to its underlying records where available; empty charts can reflect no matching data, restricted access or an incomplete filter.
ERP links open in a new tab. Sign in with your own account; record visibility, actions and approval authority follow your assigned permissions. Screens can differ by company and configuration.
01Prepare source records02Complete the activity03Review / approve04Verify the result
Dashboard
- DashboardDesk page · Dashboard
Personal dashboards & metrics
- DashboardRecord page · Personal dashboards & metrics
- Dashboard ChartRecord page · Personal dashboards & metrics
- Number CardRecord page · Personal dashboards & metrics
Setup & Templates
- Dashboard Chart SourceRecord page · Setup & Templates
Frequently asked questions
- Why do I see fewer links in ERP?
- The documentation covers installed pages. The live menu hides records, reports and actions your role cannot access.
- Does saving finish the process?
- No. Some records remain drafts until submitted or approved. Related inventory, accounting and external-service actions have their own steps.
- Where do I report an error?
- Use Helpdesk and include the module, record type, operation and error. Do not include passwords or unrelated personal records.