Build a live dashboard
Pin your saved reports as widgets — a single number, a table, or a bar or line chart — on one screen. Widgets store only a reference, so they re-run against your current books every time you open the dashboard; a deleted report shows an honest empty tile, never stale numbers.
You've built reports you check every week — sales by customer, overdue receivables, spend by category. A dashboard pins those saved reports as live widgets on one screen, so the numbers you care about are all in front of you the moment you open it.
Pin a saved report
Every widget is a saved report from the report builder. On the Dashboard, add a widget, choose one of your saved reports, and pick how to show it. Arrange the widgets in the order that suits you and size each one small, medium or large.
Four ways to show a report
- Number — the report's headline total as one big figure (this month's sales, total outstanding).
- Table — the report's rows, just as they read in the builder.
- Bar — a bar per group, for comparing categories or customers.
- Line — the same series drawn as a trend.
Always live, never stale
A widget stores only a reference to its report — never a saved copy of the data. Each time you open the dashboard it re-runs the report against your current books, so the figures are always current. Edit the underlying saved report and its widget simply follows on the next load — there's no snapshot to go out of date.
An honest empty tile
If you delete a saved report that a widget points to, the widget doesn't crash and it doesn't show old numbers — it renders a plain “report deleted” tile so you know to point it at another report or remove it.
Access & control
Owners and assistants with reports access add and arrange widgets. A widget only shows its data to someone who can read that report's dataset, so a teammate whose access to, say, invoices was removed won't see an invoices widget's numbers. An invited accountant reads the dashboard.
Related: Report builder, Financial statements.
Frequently asked questions
What can I put on the dashboard?
Any saved report from the report builder, shown one of four ways: a number (the report's headline total), a table of its rows, a bar chart, or a line chart. Add as many widgets as you like and size each small, medium or large.
Do the widgets show live data or a saved snapshot?
Live. A widget stores only a reference to its report, never a copy of the data — so every time you open the dashboard it re-runs the report against your current books. Edit the underlying saved report and its widget follows on the next load.
What happens if I delete a report a widget points to?
The widget doesn't crash and it doesn't show old numbers — it renders a plain "report deleted" tile, so you know to point it at another report or remove it.
Can everyone on my team see every widget's numbers?
A widget only shows its data to someone who can read that report's dataset. A teammate whose access to, say, invoices was removed won't see an invoices widget's numbers, and an invited accountant reads the dashboard.
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