Difference between revisions of "Features/Dashboards"

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== AI assisted reporting ==  
== AI assisted reporting ==  


== Personalized content ==
== Customized content ==
Note that users in addition to dashboards also can save their own searches and list views: [[Features/Personal_views]]
All views can support the following references
* "ME": Placeholder parameter for the current user
* NUMBER: Relative reference for time (0 = today, 1 = tomorrow etc.)
 
In order to handle permisisons gracefully across different users types, data ownership filter tags can be inserted into SQL statements.
 
Note that users can also save their own searches and list views: [[Features/Personal_views]]

Revision as of 10:00, 10 November 2024

Usage

Dashboards are informationaly boards consisting of a multitude of widgets.

We often seggrate dashboards into

  • Operational dashboards
  • Management dashboards

Widgets for everything

TS has a long list of content

  • List of items to handle
  • Aggregated data
    • Graphs
    • Tables
  • Shortcut buttons
    • Adding registrations
    • Performing searches
  • Custom parts
    • SQL views
    • Codeunits
  • Context selectors

Access to all widgets are controlled via groups, and the Dashboard will automatically layout the content to each user.

AI assisted reporting

Customized content

All views can support the following references

  • "ME": Placeholder parameter for the current user
  • NUMBER: Relative reference for time (0 = today, 1 = tomorrow etc.)

In order to handle permisisons gracefully across different users types, data ownership filter tags can be inserted into SQL statements.

Note that users can also save their own searches and list views: Features/Personal_views