When you log in to iCFM, Dashboard Reports are displayed as tabs across the top of the screen. The tab you land on by default can be set to whichever report is most useful for your role.
Set a Default Dashboard Tab
- Double-click the report tab you want to set as your default
- Click OK when prompted
Permissions Required
Most reports are available to all users by default. The following reports require specific permissions to be enabled on a user's profile. For more information on managing user permissions, see Change User Permissions.
| Report | Permission Required |
|---|---|
| All Quotes | /dashAllQuotes |
| All Misc Costs | /dashAllSundry |
| Artist Hours | /dashArtistHours |
| Quotes to Bill | /dashBidToBill |
| Project Profit and Loss | /showMyjobs |
To enable or restrict access to these reports for a user, go to Admin Options > User Information.
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