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<< Click to Display Table of Contents >> Dashboard |
  
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<< Click to Display Table of Contents >> Dashboard |
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The Dashboard provides quick snapshots of the database
The two default snapshots are
1.A summary of claim data, expired vouchers and expired Maintenance Agreements
2.A summary of significant dates for the currently selected client
The dashboard is created from SQL scripts and up to 6 cards can be displayed.
oScripts are read from the ..\HearSoft\HearAid\Reports\Dashboard folder;
oIf there are no scripts in that folder then two default cards will display (Copies of the two default scripts are stored in the ..\HearSoft\HearAid\Reports\Dashboard\Default Dashboard Scripts folder). If you want to modify the default scripts just copy the default scripts into the ..\HearSoft\HearAid\Reports\Dashboard folder and edit them as you like
oScripts must follow this template for the first few lines:
/* Dashboard - Clients (First field must be the Caption for the card or chart) */
SELECT
/* The next line controls who can see the card: PUBLIC is visible to everyone, ADMINISTRATOR will restrict visibility to users with the ADMINISTRATOR role */
'PUBLIC' Who_Can_Access
/* The next line must be as shown below. Charts may be added in future releases but TABLE is the only current option */
, 'TABLE' Panel_Type
/* The next line must be the caption for the card */
, 'Current Client: '|| CLIENTS.ADDRESS_NAME Caption
...etc.
Check out ..\HearSoft\HearAid\Reports\Dashboard\Default Dashboard Scripts\Card1.sql and Card2.sql scripts to see how this can work. There is also a further example for a Card3.sqql
oUp to 6 cards can be displayed. The scripts must be named Card1.sql, Card2.sql, etc. up to Card6.sql