Dashboards (WIP, Invoices, Clients) in XPM
Dashboards are a great tool within XPM to find information quickly, accurately and customised for your purposes. We teach you how to use these in detail in this course.
What to expect with Clarity Courses
Welcome to XPM Dashboards
In this Course
An Overview to Dashboards
Client Dashboards
Creating a Client Dashboard for Entity Type
Business Structure - Client Filter Dashboard Demonstration
Creating a Client Dashboard for Client Manager
Client Manager Filter - Client Dashboard Demonstration
Summary of Client Dashboard Filters
Knowledge Check
Introduction
Client Manager based Invoice Dashboard Filter
Client Manager based Invoice Dashboard Filter Demonstration
Date based Invoice Dashboard Filter Demonstration
Knowledge Check
Introduction
Creating a WIP Filter based on Job Category
WIP Dashboard Filter - Job Category Demonstration
WIP Dashboard Filter - Job State Demonstration
WIP Dashboard Filter - Client Manager Demonstration
Knowledge Check
$119.00
Regular price