Edit dashboard component properties

• Financial chart: After being created in the General Ledger, a financial graph is automatically available to be added to a dashboard.

• Standard graph: You must memorize the graph before you can add it to the list.

Select any graph.

Select Add (circle) next to the Component field to create a new graph from within the dashboard.

Enter a heading to appear in the dashboard.

Select a visual representation for your data.

Select where to put the legend in relation to the graph. Legend placement is available for these graph types:

• Stacked column
• Stacked bar
• Area
• Stacked area

For graphs with a significant amount of text, use a smaller font size.

Set the vertical size of the component. The graph scales to fill the available space.

This setting applies to filters that you can add to the dashboard.

• To show filtered content for this graph on the dashboard, select Allow.
• To show unfiltered content for this graph on the dashboard, select Prevent.

List shortcuts, news feeds, and other productivity aids. For example:

• Closed through summary shows the dates for which books were closed. If added to a top level dashboard, the summary is included unless Entity View is selected. Entity view shows information for all available entities. If the dashboard is specific to an entity, only that entity close dates are shown.
• Billboard displays text that’s entered when you create the component.
• Main Shortcuts lists convenient links that take you directly to a page without needing to navigate through menus.
• Custom Navigation provides a way to include links directly from the dashboard to Sage Intacct menus.
• Attachments Container provides a link directly to an attachment containing 1 or more documents.
• Message Board shows messages from your system administrator.
• New Features lists recent updates to our service.
• News and Events: RSS enables you to include content from popular news sources, such as the NY Times or CNN Money, by entering their RSS URL.
• Resources includes links to Help and user guides.

Enter a heading to appear in the dashboard.

The URL for the news service that you selected.

Set the vertical size of the component:

• To list everything without a need to scroll vertically, select Automatic height.
• To set a fixed height and require scrolling for longer lists, clear Automatic height, then enter a specific Height.

Enter a brief label to show above the performance card value, such as Net Profit Margin.

Select an account group that's based on one of the following:

• A single GL account, such as revenue

• A computation, such as Net Profit Margin, consisting of several account groups.

If you do not see the account group that you need, create a new one.

Select the time span that you're reporting on.

Specify whether the value is shown as a number, currency amount, or percentage.

The account group determines the format of the value, such as 12 versus 0.12. Selecting Percentage - append % sign does not shift the decimal point.

Select how much precision to show for the performance card value.

• No rounding: Show all digits for the number of decimal places defined for an account group—up to 8 places for performance cards. For example, for a value of 12.340600:
  • If the account group is set to display 2 decimal places, the performance card displays 12.34.
  • If the account group is computational and is set to 6 decimal places, the performance card displays 12.340600.

  • Only computational account groups can set a specific number of decimal numbers, but account groups can be members of multiple account groups.

• Whole number: Show all digits to the left of the decimal place.
• Thousands: Abbreviate with K. For values less than 10,000, show 1 decimal place. For example:
  • 111,444,777.99 appears as 111,444K
  • 9,444.99 appears as 9.4K
• Millions: Abbreviate with M. For values less than 100,000,000 and greater than 10,000,000, show up to 1 decimal place. For values less than 10,000,000, show 2 decimal places. For example:
  • 111,444,777.99 appears as 111M
  • 99,444,777.99 appears as 99.4M
  • 9,444,777.99 appears as 9.44M

Report on 1 book or combine amounts from multiple books.

Appears if you have multiple books.

Choices are based on the Reporting period that you select.

Period comparisons

• Finished period: To compare a value from one entire period with a value from another entire period (instead of a partial amount for the current incomplete period):
  1. In the Reporting period field, select a Prior... period option, such as Prior Month or Prior Quarter.
  2. In the Compare to field, select Period.
  3. In the field to the right, select a prior period for comparison.
• Current period: To compare a value from a current period (such as Current Year To Date) against a partial prior period (up to the same point):
  1. In the Reporting period field, select a Current... period option, such as Current Month To Date or Current Quarter To Date.
  2. In the Compare to field, select Period.
  3. In the field to the right, select a prior period for comparison.
• Day: To compare a single date (based on the As Of Date for the dashboard) against the same date in another period:
  1. In the Reporting period field, select Today.
  2. In the Compare to field, select Period.

  3. In the fields to the right, select the number of prior years, quarters, months, weeks, or days.

     For example, if the As-of date for the dashboard is 1/1/2025, comparing to a period of 1 year ago compares against 1/1/1/2024.

Budget comparisons

Budget: Select a budget that you've set up.

No comparison

None: Report on a standalone value, such as Days Sales Outstanding or Days Cash on Hand.

• Select Allow to filter the component when the dashboard-level filters at the top of the dashboard are applied.

• Select Prevent to exclude the component from dashboard-level filtering.

For example, you have $100,000 in assets in Chicago and $200,000 in assets in San Francisco.

• If you prevent dashboard filtering (and have no performance card filters), an Assets performance card always shows a value of $300,000.

• If you allow dashboard filtering, the performance card initially shows a value of $300,000. If you set up a dashboard filter for Location and select Chicago, the performance card shows $100,000. Select San Francisco, and the performance card shows $200,000.

Select the type of record that will appear in the component.

For example, if you approve payments or expenses, add a component listing the ones that need your approval. You can then drill down and review the transactions without leaving the dashboard.

If you created a custom view on the records' list page, you can select it here.

For example, you can select a custom view that sows bills in a draft state.

Enter a heading to appear in the dashboard.

Show exactly this number of rows. To see additional rows from the dashboard, select Search.

To show the number of rows without a need to scroll vertically, select Automatic height.

Show only the component title when the dashboard is opened. To see the component details, select the arrow to the left of the title.

Select any memorized or financial report.

If you select a financial report, Intacct automatically creates it in the General Ledger and displays it in the dashboard component. To see the report, go to General Ledger > All > Reports > My stored reports.

You can select Add to create a new report from within the dashboard.

Enter a heading to appear in the dashboard.

All rows: every row of the report is viewable in the dashboard.

• To show every row (with no vertical scrolling), select Automatic height.
• To limit the vertical size of the component (but allow scrolling), clear Automatic height and enter a specific Height.

Enter no. of rows: a limited number of the beginning rows are viewable in the dashboard. The component title occupies the first 2 rows (for example, to show 10 rows, enter 12 to account for the title):

• To show exactly the number of rows (with no vertical scrolling), select Automatic height.
• To limit the vertical size of the component (but allow scrolling), clear Automatic height and enter a specific Height.

• Snapshot: The report is generated when you open the dashboard, and it's update only when you refresh the component.
• Live: The report is refreshed regularly.

If you do not need filtering for a report, select Snapshot. This reduces processing needs for the report, which helps your dashboard perform better.

The date and time of the most recent update appear beneath the component title.

On some reports, you can use this field to determine whether dashboard filters are applied to the report. The Dashboard filtering field is available if you select Live in the Report view field.

• Click: Show links to web pages. When a user selects a link, the page is opened in a new window.
• Fetch: Show content from a web page directly in the component.

For example, if you create a report in another web application, select Click to show a link to the report. Select Fetch to show the report directly in your dashboard.

Enter a heading to appear in the dashboard.

Select this checkbox to show everything without a need to scroll vertically.

Show only the component title when the dashboard is opened. To see the component details, select the arrow to the left of the title.

Select a feed to add to the dashboard. You can add the following feeds:

• What I Follow feed: shows updates for everything that you follow, including posts from people you follow, groups you’re a member of, and files and records you’re following.
• To Me feed: shows posts that are made on your profile page, including posts others make; posts and comments where you’ve been mentioned; and posts you made that have comments.
• Company feed: shows posts and comments from your entire company
• Group feeds: posts and comments from specific groups you’re a member of.

Enter a name for your feed, or use the automatically generated title.

Set the height of the feed window as it will appear on the dashboard. The height is in pixels.