Dashboard Tutorials (KPIs) BOS Desktop

The dashboard works on the mobile app, and the mobile app works on most browsers.

Indicators are created for specific users and allows them to choose the performance indicators that are important to them.

Navigation: Main Menu > Setup > Users > Right-click a Username > View/Edit Dashboard

These tutorials explain how to create and edit Indicators.

How to Add a Dashboard 

1. Navigate to Users (e.g. Main Menu > Setup > Users).
2. Right-click a username and select View / Edit Dashboard from the context menu.
3. Click New (button) and select one of the options from the dropdown list.
4. A form based on the selected indicator will open for you to complete:
   1. User = Select your own name to create a dashboard for yourself. Select a different user to create a dashboard for them.
      • Note: Once created, the dashboard will be on the user’s list of dashboards and not on yours.
   2. Note = Type a note in the field provided (optional).
   3. Click the Value column next to each field and select an option from the dropdown list.
   4. Click Save (button).

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How to Copy a Dashboard 

1. Navigate to Users (e.g. Main Menu > Setup > Users).
2. Right-click a username and select View / Edit Dashboard from the context menu.
3. Right-click the name of an Indicator on the list and select Copy Indicator from the context menu.
4. The copied indicator is opened for editing.
5. Close the popup.
6. Click Refresh (button) to see the change on the list.

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How to Edit a Dashboard 

1. Navigate to Users (e.g. Main Menu > Setup > Users).
2. Right-click a username and select View / Edit Dashboard from the context menu.
3. Right-click the name of an Indicator on the list and select Edit Indicator from the context menu.
4. Click Edit (button) on the top row of buttons. 
5. Change any of the values as needed.
   • Note: You can change the User by selecting a different User from the dropdown list. The dashboard will be removed from your list of dashboards and added to the selected user’s list of dashboards.

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How to Import a Dashboard 

This feature allows you to add another user’s indicators to your dashboard.

1. Navigate to Users (e.g. Main Menu > Setup > Users).
2. Right-click a username and select View / Edit Dashboard from the context menu.
3. Click Import (button) on the top row.
4. Select the dashboard/s you want to import from the list.  (Use Ctrl + Left click to multi-select).
5. Click Import (button) on the popup. 

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How to Delete an Indicator 

1. Navigate to Users (e.g. Main Menu > Setup > Users).
2. Right-click a username and select View / Edit Dashboard from the context menu.
3. Right-click the name of an Indicator on the list and select Delete Indicator from the context menu.
4. Confirm that you want to delete the indicator.

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How to Display a Dashboard 

The mobile app works from any browser. You can open it on a desktop, cell phone, or tablet.

1. Open a Browser.
2. Type bos.quickeasysoftware.com and press Enter or Done.
3. Sign in if you are not already signed in.
   1. Note: the first time you sign in, you will be sent an email with your credentials. You will be asked to change the password on your first sign in.
4. If you are linked to more than one database, click Menu (button) in the top-left corner.
   1. Above the menu options is a dropdown list with databases. 
   2. Click the arrow and select the applicable database.
5. Click Dashboard on the central buttons.
6. If you have many entries, you can scroll up and down to see all of the entries.

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