## Zoho Billing - Product, solutions, integrations, support, and resources Index Access the complete documentation index at: https://www.zoho.com/kw/billing/llms.txt Use this file to discover all available documentation pages before proceeding. # Custom Dashboards ENTERPRISE EDITION Zoho Billing allows you to create custom dashboards to get a specific overview of your business. Using custom dashboards, you can add new panels that provide insights on the key metrics of your business. Also, you can reorder and resize the panels so that you get to see what’s important at a glance. ## Create Custom Dashboards **Prerequisites:** If you want to invite a user to your organisation to view and manage dashboards, ensure that you have provided the necessary permissions before you invite the user. However, all admins in your organisation will be able to view and manage custom dashboards by default. You can create multiple custom dashboards in Zoho Billing. Here’s how: * Click **\+ New Dashboard** in the _Dashboard_ tab. * In the pop-up that appears, enter a **Name** for the custom dashboard and provide a short **Description**, if required. * Select the users for whom you want to provide access to view and manage the custom dashboard under **Share this with**. * Select **Only Me** to view and manage the custom dashboard yourself. * Select **Everyone** to allow all the users in your organisation to view and manage the custom dashboard. * Select **Only Selected Users & Roles** to provide access to specific users in your organisation and configure necessary permissions for them. To do this, * Select **Only Selected Users & Roles** from the _Share this with_ dropdown. * Select the required users from the **Add Users** dropdown. * Configure the required permissions for the selected users from the **Permissions** dropdown. * Click **Add User**. The list of users who can access the custom dashboard will be displayed. * You can change permissions for each user under _Permissions_. There are two permissions that can be configured for a user: 1\. Select **View Only** to let users only view the custom dashboard. 2\. Select **View and Manage** to let the users view, edit, delete, and share the custom dashboard. * Click **Save**. The custom dashboard has been created. You can now add the required panels to it in the dashboard setup page. ### Add Panels to the Custom Dashboard The custom dashboard consists of two different panels: * [Predefined Panels](/kw/billing/help/custom-dashboards/#predefined) * [Report Panels](/kw/billing/help/custom-dashboards/#report) #### Predefined Panels Zoho Billing has predefined panels that are available by default. You can create a custom dashboard and add these panels to it. Here’s how: * In the _Dashboard Setup_ page, click **Predefined Panels** on the left sidebar. * Hover over the required predefined panel and click the **Create Panel** icon. * Click **Save Changes** in the top-right corner of the _Dashboard Setup_ page. The predefined panel will now be displayed in the custom dashboard. #### Report Panels **Note:** Only the following reports can be added as report panels in the custom dashboard. Profit and Loss, Sales by Customer, Sales by Item, Sales by Sales Person, Invoice Details, Sales Order Details, Delivery Challan Details, Quote Details, Receivable Summary, Receivable Details, Payments Received, Credit Note Details, Expenses by Customer, Expenses by Project, and Billable Expense Details. Report Panels display the list of reports and custom reports that you can choose to display on the dashboard. To add a report panel: * In the _Dashboard Setup_ page, click **Report Panel** in the left pane. * Hover over the required report panel and click the **Create Panel** icon. Panel Description **Sales** This panel provides a summary of all the sales transactions with respect to **Sales By Customers**, **Sales By Items**, and **Sales By Salesperson** in your organisation. **Receivables** It contains a list of reports about the amount your customers owe you. **Payments Received** It contains a list of reports about the payments you have received from your customers. **Custom Reports** It contains a list of custom reports you generated, based on the preferences you had set in the existing reports. * In the pop-up that appears, enter the required details in the _Panel Details_ tab. Field Description **Time Period** Select the time period for which you want to create the panel. The time period for a panel can be **Today**, **This Week**, **This Month**, **This Quarter**, **This Year**, etc. **Panel Name** Enter the name of the panel. **Description** Provide a short description about why you are creating the panel. * Click **Next**. * In the _Preferences_ tab, enter the required details. Field Description **Chart Type** Select the chart type of the report panel. It can be a **Pie Chart**, **Bar Chart**, or a **Line Chart**. **X-Axis Field** Select the required X-Axis field. You can add the details of the panel, like **Item Name** or **Customer Name**. **Y-Axis Field** Select the required Y-Axis field. You can add the measurable details of the panel, like **Amount** or **Quantity**. * Click **Save**. * Click **Save Changes** in the top-right corner of the _Dashboard Setup_ page. The report panel will now be displayed in the custom dashboard. ### Other Actions You can also perform various actions on the Dashboard Setup page, like: * [Reorder Panels](/kw/billing/help/custom-dashboards/#reorder-c) * [Resize Panels](/kw/billing/help/custom-dashboards/#resize-c) * [Edit Panels](/kw/billing/help/custom-dashboards/#edit-c) * [Delete Panels](/kw/billing/help/custom-dashboards/#delete-c) #### Reorder Panels Once you add panels to your custom dashboard, you can reorder them based on your preference. Here’s how: * In the _Dashboard Setup_ page, drag the panel to the desired location. * Click **Save Changes** in the top-right corner of the page. #### Resize Panels **Note:** You can only resize and edit the report panel. To resize the report panel: * In the _Dashboard Setup_ page, click the panel to be resized. * Drag the corners of the panel to adjust it’s size as required and click **Save Changes** in the top-right corner of the page. #### Edit Panels To edit a panel: * Click the _More_ icon near the panel name that you want to edit, and select **Edit** from the dropdown. * Make the necessary changes to the panel and click **Save**. * Click **Save Changes** in the top-right corner of the page. #### Delete Panels To delete a pane: * Click the _More_ icon near the panel name that you want to delete, and select **Delete** from the dropdown. * Click **Save Changes** in the top-right corner of the page. * * * ## Dashboard Lists To view the custom dashboard that you’ve created: * Go to the **Dashboard** tab. * Click the **View All** dropdown below the _Dashboard_ tab. It contains the following list of dashboards present in your organisation: Dashboard Category Description **Created By Me** It contains the list of custom dashboards that you’ve created. **Shared With Me** It contains the list of dashboards that the other users in the organisation have shared with you. **Created By Other Users** It contains the list of custom dashboards that are created by the other users of your organisation. You will only be able to view this list if you are an admin. **System Dashboard** It contains the default dashboard of your Zoho Billing organisation. You can now use the custom dashboard to get a specific overview of your business. ### Mark as Favorite If you have multiple custom dashboards, and frequently use a certain ones, you can mark them as favorites for easier access. To do so: * Click the **View All** dropdown below the _Dashboard_ tab. * Click the **Favorites** icon near the required dashboards. These custom dashboards will now be available as tabs under the Dashboard tab. **Note:** You can mark up to a maximum of three dashboards as favorite. * * * ## Provide Access to Manage Dashboards If you want to invite users to your organisation to manage the custom dashboards, you will have to create a new role with specified permissions and associate it to the required users. Here’s how: * Go to **Settings**. * Select **Roles** under _Users & Roles_ in the _Organisation Settings_ pane. * Click **New Role** in the top-right corner of the page. * Scroll down to the **Dashboard** section and select the required panels for which you want to provide access. Make sure that the selected panels at least have the **View Access** permission. To do this, * Hover over the required panel and click **Update**. * In the pop-up that appears, click **Enable View Access**. * Click **Select All** below the required access to be provided. * Check the **Allow Dashboard Management** option. * Enter the other required details and click **Save**. After creating a role with the required permissions, you can associate the role to the users and invite them to your organisation. * * * ## Other Actions in Dashboard In the Dashboard tab, you can perform various actions after creating a custom dashboard. * [Edit Dashboards](/kw/billing/help/custom-dashboards/#edit) * [Delete Dashboards](/kw/billing/help/custom-dashboards/#delete) * [Reorder Dashboards](/kw/billing/help/custom-dashboards/#reorder) ### Edit Dashboards To edit the custom dashboard: * Go to the **Dashboard** tab. * Click the _Gear_ icon next to the dashboard you want to edit. * Select **Edit Dashboard**. * Make the necessary changes to the dashboard and click **Save Changes**. You can also [edit the panels](/kw/billing/help/custom-dashboards/#edit-c) when you edit a custom dashboard. ### Delete Dashboards To delete a custom dashboard: * Go to the **Dashboard** tab. * Click the _Gear_ icon next to the dashboard you want to delete. * Select **Delete Dashboard**. * In the pop-up that appears, click **Delete** to confirm. **Note:** You will not be able to edit, reorder, or delete the default dashboard. ### Reorder Dashboards To reorder the panels in your dashboard: * Go to the **Dashboard** tab. * Click the _Gear_ icon next to the dashboard in which you want to reorder panels. * Select **Reorder Panels**. * In the _Dashboard Setup_ page, reorder the panels to the preferred locations. * Click **Save**. The panels in the custom dashboard will be reordered.