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Focusing
Focusing Focusing: Clicking While filters can always be used to narrow down what is presented on a page, you can also do this by clicking on a specific item. This can be done with anything on the page. The first visual below (1) shows the page ...
Printing & Exporting
Printing & Exporting Introduction From Abdo Compass you have the option to export or print an entire report, one page, or one visual. Exports can be to PDF, PowerPoint, or Excel. Exporting or Printing a Full Page To export an entire page, click ...
Client Scorecard
Client Scorecard Purpose The purpose of the Client Scorecard is to focus in on a single client (or client group) and show a wide variety of details on that client. Navigation To navigate to the Client Scorecard, select Clients (1) from the list of ...
LOB Scorecard
Line of Business Scorecard Purpose The purpose of the Line of Business Scorecard is to show key information on lines of business, focusing on cash receipts, billing, and billable hours. Navigation To navigate to the Line of Business Scorecard, select ...
Employee Time Tree
Employee Time Tree Purpose The purpose of the Employee Time Tree is to show a detailed breakdown of the time worked by an employee. Navigation To navigate to the Employee Time Tree, select Employees (1) from the list of pages on the left side of your ...