Adding company information to your dashboard

You can display company information as a graph, report, or both on your dashboard.

This feature is available based on the settings for your security group. An administrator always has access to this feature.

1. Click the My Dashboard button at the top left of the window.
2. Click the Customize Company Info button.
3. Change the title for the company information, as needed.
4. For the Balances, Aging, and Trends fields, select the way you want to display the information.
5. Select the Display Cash, Receivables, Payables, and WIP check boxes if you want to include that information in your reports/graphs.
6. For the Utilization field, select if or how you want to display information on employee utilizationAn industry standard used to help track and manage time on an individual level. With Ajera, you can track employee productivity using the Employee Utilization report. The report contains each employee's billable and nonbillable hours and cost. Information appears based on how you classify your labor activities into billable and nonbillable categories..
7. For the Utilization Basis field, select to display the information as based on either hours or amounts. Amounts are calculated as cost + DPE and overhead.
8. For the Utilization Period field, select the period of the information you want to display.
9. Click OK. The My Dashboard window appears.
10. Click OK. The information you requested appears on your dashboard.

See also

Adding task and report buttons

About your dashboard