Question

How to insert URL link into Dashboard?

  • 28 June 2021
  • 6 replies
  • 45 views

Userlevel 1
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  • Jr Varsity II
  • 84 replies

Hi All

I am thinking to add the link -Accumatica Financial Report - BS and PL into the dashboard.

So that we can get the financial statement BS and PL after click the URL link from dashboard directly instead go in to financial module to look for the financial statement - BS and PL?

 

Anyone can help and advise on this matter?

Thank you


6 replies

Userlevel 6
Badge +8

@erin  I don’t think we can add the Report links in Dashboard to redirect to Report.

Every time instead of going to the finance module and check for the report, simply you can add these reports to Favorites just like below from there you can easily access the reports..

Please find the screenshots for reference.

 

 

Hope this helps!!

Userlevel 1
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Hi Naveen.

Thank you very much for your reply.

As i would like to show the Gross Profit and Net Profit figure in the Dashboard but those figure is only extract from financial statement - P&L . Not sure if you have any idea that how to show these figure in dashboard in order for management easier to review the financial result directly ?

 

 

Userlevel 6
Badge +8

@erin 

To show the P&L figures, you may need to work on the Scorecard KPI dashboards by creating the generic inquires.

 

Userlevel 1
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Hi Naveen

Noted ,Thanks for your advise. 

 

Userlevel 7
Badge +5

You can add wiki article as a widget to the dashboard. And in the wiki article, you can include any link.

Userlevel 3
Badge +1

Here’s another idea for adding hyperlinks to financial reports on a Dashboard. I personally like using the Description field because it’s so flexible:

 

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