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Dashboard Graphs
The Graphs subtab of the Dashboard provides the ability to display account data in a graphical format. It allows administrators and users with the required role privileges to display graphs depicting billings by period, utilization (booked and historical), and revenue percentages by client, project and user. Access to the graphs subtab is controlled by a combination of the modules access and role reporting permissions for the user; data displayed in graphs respects the filter set of the user.
Users who have the required access can configure their own personal layout of the graphs dashboard and select the graphs to display, by clicking the “Edit” link in the hints section at the bottom of the page. To change the parameters (title, time period, number of users/clients/projects to display), click on the graph itself. In Billing by period and revenue percentage graphs, you can specify whether all timebills or only invoiced timebills should be used. To make the selection, navigate to the Dashboard > Graphs tab. Click on a revenue percentage or billing by period graph to select between all timebills or invoiced timebills only.
You can choose to display the same graph twice, with different parameters (for example, view billings by period in two graphs, one showing monthly data and the other showing quarterly data). Clicking the “Refresh” link in the hints or making a change in the graphs settings causes the graphs to regenerate (graphs are cached to enhance the speed of the dashboard display).
For utilization graphs, numerator is all worked hours and denominator is work schedule hours.
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