This page describes how the dashboard flows and how each of the major sections function. Studying this page will help orient you to the software and improve your use of it.

Use the Next button at the bottom of the page to move through the overview.

Dashboard Layout Diagram

Selecting a Company

When you sign into the software the dropdown list [indicated in the image below] will show all companies or offices the system administrator has given you rights to view.

When you select a company from the dropdown list, the information displayed in the dashboard will change to the newly selected company.

When you sign into the software the last company you were viewing in the software will be selected automatically.