The dashboard provides an overview and quick access to the most important action items. It consists on the four sub-boards: orders, tasks, reports and document favorites.

You can edit your dashboard view using the gear icon. You can adjust the order of the sub-boards simply by drag & drop. Additionally, you can hide or show sub-boards using the eye icon.

The sub-boards orders, tasks and reports offer various filtering options. Simply click on the filter icon and select the filters. Saved (and optionally locked) filters stored in the user's profile will also be applied to the dashboard. The configuration remains saved on the device for that user.

Clicking on the title will open the item. In our example, we click on a task to open it. The same is done for reports and tasks, as well as documents (which become reports when automatic report creation is enabled).

We offer a quick entry via the small arrow button on the right side. This will take you immediately to the first step of a report.

As a user, you can favorite documents and display them on the dashboard. Your favorited documents are saved and available on all devices after login. Documents can be added to or removed from favorites in the preview view via the additional information on the save button.

You can also access the overviews of individual sections via the dashboard. Clicking on the header will take you to the selected section, such as the overview of all orders in our example.