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Dashboards and Reporting

 

 

Compleat delivers a broad range of standard dashboards designed to meet the day-to-day requirements of finance, budget holders and procurement. Dashboards provide filters to refine searches and drill-down to specific transactions, and enable data exports to Word and Excel. Standard dashboards include committed spend by supplier, outstanding approvals, pending invoices, invoice matches over tolerance etc.

 

The creation and design of dashboards and related queries and charts follow these logical steps:

Design and test the query, Design and configure the chart, Design the dashboard, and Assign dashboard access.