From Dashboard home screen, accessible only if Dashboard is not set, you can:
Apply a template
Start with an empty dashboard
To apply a template
Select a template, then "Start"
A window summarizing the content of this template appears.
Click on "Use the Dashboard"Configure the chart of accounts
It is possible :
- Isolate accounts if necessary by moving them to the "Available Accounts" sectionIsolated accounts will not be used in the Dashboard.
- To reclassify the accounts so as to "add" or "subtract" them in a section
Create or Associate the indicators (this step is proposed only if the model contains indicators, if so, you will have to assign these indicators because they are required in the model)
Publish Dashboard
How to define a template?
To define a dashboard template, follow procedure and explanations about templates and catalogs.
Before doing this, first make sure that the configuration is complete :
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Start with an empty Dashboard
From the Dashboard home screen, you can start with an empty dashboard (not recommended).
Therefore, you can configure accounting by applying a chart of account, or ignore this step. Then, you can build your dashboard by adding pages and widgets.
It is also possible to apply add-on templates to add content when the Dashboard has already been configured.
check the article: "How to add an add-on template ?"