Configure the dashboard

The Transact Reports Dashboard is flexible and easily customizable. All widgets available in the dashboard are interactive. These widgets can be dragged, dropped, resized, renamed within their respective tabs, or moved across different tabs. All widgets can be added as many times as the user desires. The tabs themselves are also configurable. Tabs can be renamed, deleted, and added.

Users can create their own custom widgets and add them to the Reports Dashboard. Dashboards are saved individually for each Transact user.

The changes a user makes to the Dashboard are saved in Transact so that when the user returns to the Reports Dashboard, the changes are not lost.

Saved dashboards are stored in the {Ephesoft Transact SharedFolders}/SavedDashboards folder. The location can be configured.

The user can specify a file name to save the state of dashboard in a .lgx file stored at the following location:

  • {Ephesoft Transact-Home}/EphesoftReports/_Definitions/_Reports/Dashboard.Dashboard.lgx