XPM - Dashboards (WIP, Invoices, Clients)
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.
Course curriculum
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Welcome to XPM Dashboards
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In this Course
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An Overview to Dashboards
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Client Dashboards
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Creating a Client Dashboard for Entity Type
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Business Structure - Client Filter Dashboard Demonstration
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Creating a Client Dashboard for Client Manager
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Client Manager Filter - Client Dashboard Demonstration
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Summary of Client Dashboard Filters
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Client Dashboards - Knowledge Check
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Introduction
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Client Manager based Invoice Dashboard Filter
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Client Manager based Invoice Dashboard Filter Demonstration
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Date based Invoice Dashboard Filter Demonstration
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Invoice Dashboards - Knowledge Check
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Introduction
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Creating a WIP Filter based on Job Category
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WIP Dashboard Filter - Job Category Demonstration
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WIP Dashboard Filter - Job State Demonstration
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WIP Dashboard Filter - Client Manager Demonstration
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Work In Progress Dashboard - Knowledge Check
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XPM Dashboards (WIP, Invoices, Clients) - Summary
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The Path to Success
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About this course
- 23 lessons
- CPD: 0.5 hour
- All Users
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