The Dashboard, which is available to all users, provides the ability to view graphical intepretations of the financial data for the Entities / Locations they have been set up to view. The Dashboard may be run on one Entity / Location at a time, or multiple Entities / Locations in order to view a consolidation Dashboard.
- Upon login, if a user has access to multiple Clients / Companies, migrate to the desired Client / Company in Qvinci by toggling the name in the top left of the navigation bar.
- By default, the Dashboard displays a consolidated view of all Entities / Locations in a single Client / Company. If the user wishes to view a single Entity / Location in the Dashboard the "Filter Entities" tab at the top-center of the screen will allow the user to select desired Entities / Locations to report upon.
- The Select Widgets button in the top-right of the Dashboard allows a user to customize layout. Widget graphs may be enrolled/unenrolled from view, moved up/down in order, etc.