Dashboard (List View) & Reports
Overview
The dashboard delivers a real-time, high-level operational snapshot across your sales pipelines, logistics fulfillment, inventory metrics, and financial performance. Built for flexibility, the grid is customizable—allowing you to pick which cards are visible and rearrange their order, then save that arrangement as your own dashboard layout (kept in your browser) or reset it back to the system default at any time.
Click through the walkthrough below to see it in action.
Where to Access
The Dashboard is your automatic landing screen immediately following a secure system login.
Key Attributes
Dashboard Cards (Widgets)
Each card below can be shown or hidden independently — see Add or remove cards in Key Functions.
| Card | Shows |
|---|---|
| Open Sales Orders | Count, total value, and pending shipments |
| Open Purchase Orders | Count, total value, and overdue POs |
| Open Invoices | Open, overdue, and unpaid invoice counts and amounts |
| Shipping Overview | Ready to Ship, Awaiting Delivery, Exceptions, and Total Shipping Cost (period), plus a Shipping Methods breakdown shown as a pie chart |
| Sales by Channel | Revenue share by channel, shown as a pie chart (period) |
| Top Selling Products | Highest sales items (period) |
| Inventory Status | Low-stock items and their current stock |
| Financial Summary | Revenue, COGS, Gross Profit, and Gross Profit Margin (period), plus a Revenue by Category breakdown shown as a pie chart |
| Sales Performance | Revenue trend line for the selected period |
| Alerts & Notifications | Unread system alerts |
Dashboard Controls
- Time range selectors: Five cards — Sales Performance, Sales by Channel, Top Selling Products, Financial Summary, and Shipping Overview — have their own period dropdown (e.g., This week / This quarter) in the card's own header. Each card's selection is independent; there's no single control that updates every card at once.
- Layout controls (top right): Open the Custom Layout menu to choose Edit Layout (or press ⌘/Ctrl+E). While editing, two buttons appear:
- Add or remove cards — Toggle any card on/off.
- Save Layout — Save the current arrangement and visible cards as your dashboard layout (stored in your browser).
- Reset Layout: From the Custom Layout menu, choose Reset Layout to revert everything to the system default arrangement.
Key Functions
Six core actions for working with your dashboard — changing a card's period, arranging cards, and saving the layout you use most.
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Change a card's period: On a card that has a period dropdown (Sales Performance, Sales by Channel, Top Selling Products, Financial Summary, Shipping Overview), click it and pick a range like This week or This quarter. This updates only that card.
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Enter edit mode: Open the Custom Layout menu (top right) and choose Edit Layout, or press ⌘/Ctrl+E.
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Add or remove cards: While editing, click Add or remove cards → toggle the cards you want → click Save. You can turn any card on or off at any time.
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Reorder the dashboard: While editing, click and drag cards to new positions on the grid. Release to snap them into place.
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Save your layout: After arranging and selecting cards, click Save Layout to keep this arrangement as your dashboard.
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Reset to default: Open Custom Layout → Reset Layout if you want to start over from the system default.
Click and drag cards to new positions
List View Framework
The List View is the standard, table-style page you'll see in every operational module (e.g., Purchase Orders, Sales Orders, Vendors, Work Orders). It's designed for fast scanning, filtering, and bulk actions across many records. Most lists share the same columns, controls, and behaviors so users can learn once and reuse everywhere.
Where to Access: Open any module from the left sidebar navigation (e.g., Purchase ▸ Purchase Order, Sales ▸ Customers, or Manufacturing ▸ Work Order) to land directly on that module's list view. Top controls are consistent across lists: Search, Filters, Settings, Print, Download, Select Columns, and Add New.
Common Columns
| Column | What it shows |
|---|---|
| Number | The document or record identifier (e.g., PO-0122, WO-1090) |
| Date/Time | Transaction or creation date/time, used for sorting and reporting |
| Due Date | The next action/commitment date (delivery, fulfillment, completion), context-aware per module |
| Status | Current lifecycle state (e.g., Pending, Issued, Open, Closed, Overdue, Partial), shown as a colored badge |
| Party (Vendor / Customer) | Business counterparty for purchasing or sales records. Multi-company setups may show a small "COMPANY" chip |
| Total Amount | Document total in the document currency (tax/freight inclusion depends on module settings) |
| Notes | Presence/preview of internal notes (when shown) |
| Location | Site/warehouse tied to the record |
| Department | Department tag for routing and reporting |
| Project Code | Project/job reference for costing and analytics |
| Process / Progress | Step or percent indicator, used where applicable (e.g., work orders) |
💡 Tip: Not all columns appear by default. Use Select Columns to show or hide fields based on what your team needs to see.
Row & Table Controls
| Control | What it does |
|---|---|
| Row selector (checkbox) | Select one or more rows to trigger bulk changes (where supported) |
| Row menu (⋯) | Access per-record context actions (e.g., Edit, Receive, Convert) without opening the record. Options vary by module |
| Sorting | Click any column header to sort ascending/descending, shown by a small arrow |
| Search (top left) | Keyword search across high-value fields like numbers, names, or SKUs |
| Filter (e.g., Status) | Instantly narrow the list to a subset — Open, Closed, Pending, etc. |
| Add New | Open a blank creation form for a new record of the active list type |
| Settings (gear) | Configure module-specific list preferences, grid defaults, or numbering patterns |
| Generate a clean, print-ready snapshot of your current filtered list | |
| Download | Export the current filtered list to CSV or Excel |
| Select Columns | Open the column chooser to toggle field visibility, or Reset Columns to revert to default |
| Pagination / Records per page | Navigate large datasets and set how many rows display per page |
Key Functions of List View
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Find records fast: Type keywords (numbers, company names, SKUs) into the Search bar, then apply Filters like Status or Date range to isolate records.
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Customize your view: Click Select Columns to toggle fields like Notes, Location, Department, Project Code, or Process. Drag to reorder columns, or click headers to sort.
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Work in bulk: Use row checkboxes to select multiple records, then trigger available Bulk Actions — batch merging, exporting selected lines, or mass status updates.
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Output & sharing: Use Print for a clean snapshot, or Download to export a CSV/Excel file that respects your active filters and visible columns.
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Create & manage: Click Add New to generate a record, or use the row Menu (⋯) for context-specific actions on the fly.