Widgets

□	Widgets - are located on the right-hand side of the main MKMS screen and provide a User Specified selection of Informational Snapshots.

HelpFilesWidgetsOnScreen

The Widgets Dashboard - containing a User Selected group of Widgets - is displayed on the right side of the main MKMS Form

•	Displayed vertically within a Widgets Dashboard, the information for each Widget is shown either as a Tabular List, or as a Bar or Pie Chart - and may be instantly updated with the most current information at the Click of its Refresh button.

•	There are currently 23 Widgets available from which to choose, and any combination of these may be selected for inclusion within each User's Widgets Dashboard.

HelpFilesWidgetsAvailableWidgetsList

Available Widgets

•	After reading this this chapter, you may want to try each of these Widgets

▪	In this way, you will find the one(s) that best serve your informational needs.

•	See the "Understanding a Widget" below, and the "Selecting Your Widgets" section in Widget Dashboard Configuration for detailed instructions on how to select and setup your desired Widgets.

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Note: Except for the Quick Search, Favorites and My Appointments Widgets, specific permission to access each of these Widgets must be established by the System Administrator using either Employee Groups and/or the User Access Rights Forms by assigning the appropriate Form Name for the desired Widget to that Group or specific User.

□	Understanding a Widget

•	These Widgets are Information Snapshots providing a concise view of the indicated data.

•	Widgets are available for displaying critical business and/or operational information related to the Central Station, Accounts Receivable, Accounts Payable, and General Ledger modules, as well as displaying Appointments information, and providing an easy way to Search for an Account.

•	Each Widget has a Maintenance icon which displays the available Configuration Options for that specific Widget, but not all Widgets require Configuration Option selection(s).

•	In the illustration below the mouse pointer is on the Maintenance Icon and the four Configuration Options for the Top 5 Customers Widget are listed below it.

HelpFilesWidgetsOptionsIcon&Choices

Widget Maintenance Icon with Options

▪	Once the Configuration Option Choice(s) are made, Clicking the Save button activates those selected option(s).

▪	The same Widget may be selected, and then be displayed in the Widgets Dashboard more than once - each with a different set of Configuration Options chosen.

•	Click the Refresh button to view the most current, up to the minute data for all of your selected Widgets.

Refresh button on Widgets Dashboard

•	Click the Refresh icon on a specific Widget item to Refresh only that data (which requires the use of far less system resources).

Refresh button on the Widget item

•	The Widgets Dashboard displays only those Widgets that the current User has specified (and for which Access Rights have been granted)..

HelpFilesWidgetsWindow

Widgets Dashboard

•	A simple to use Setup dialog (Dashboard Config) allows each User to specify which Widgets will be displayed on their PC's Widgets Dashboard.

HelpFilesWidgetsSetupButton

•	See the "Selecting Your Widgets" section in Widget Dashboard Configuration chapter for complete information on how to choose which Widgets will be displayed.

HelpFilesWidgetsDashboardConfig

Widgets Dashboard Config dialog

□	Resetting the Widgets Dashboard - If you want to have all of the Widgets removed from the Widgets Dashboard, or have a problem setting and/or resetting the Widgets that appear on your Widgets Dashboard:

i.	Click the Setup button at the top of the Widgets Dashboard to open the Dashboard Config dialog.

ii.	Click the Double Left Arrow <<. which will move all of the Assigned Widgets to the Available Widgets column.

iii.	Click the Save Changes button to close the Dashboard Config dialog.

iv.	Click the Setup button at the top of the Widgets Dashboard to reopen the Dashboard Config dialog.

v.	Follow the "Selecting Your Widgets" directions in Widget Dashboard Configuration chapter to reselect and reorder your desired Widgets.

□	What's Next?

•	Read the Widget Dashboard Configuration chapter.

•	Try Them - Select and Install every Widgets and examine the information presented by the Widget item. To do so:

a.	Click the Setup button at the top of the Widgets Dashboard to open the Dashboard Config dialog.

b.	Click the Double Right Arrow >> to move all Available Widgets to the Assigned Widgets column.

c.	All Widgets will now be also listed in the Assigned Widgets column.

d.	Click the Save Changes button to close the Dashboard Config dialog.

e.	All Widgets will now be listed on the Widgets Dashboard.

f.	Click the Red Minimize button to "collapse" as many Widgets as required to properly view the specific Widget(s) you want to test.

•	Information for over 20 currently available Widgets is found within the chapters listed below:

1.	AR Chart - Displays an Aged Summary of the Monies that Subscribers Owe to your Company.

2.	Bills Due - Lists those Invoices from Vendors which are Unpaid and have a Due Date identified that meets the selected Data Range.

3.	Top 5 Subscribers - Lists certain Subscribers rated as the Top 5 in one of three selected transaction types that were dated within the last 12 months.

4.	My Appointments - Lists, determined by the selected Configuration Option, the Appointments for Today or the current Work Week (Mon - Fri) that have been previously entered for the current User.

5.	Top 5 Vendors - Lists or Charts the 5 Vendors with the most Purchases, whether Paid or Unpaid, based on Purchases (including Sales Tax) that were dated within the last 12 months.

6.	Dispatched Alarms - Provides a list of the most recently Dispatched Alarms from your Central Station based on the selected Configuration Options.

7.	Invoiced -vs- Collected - Provides a Pie Chart view which compares the Dollar Volume of Sales that were Invoiced versus the Amount of Receipts that were Collected within the Current Calendar Month.

8.	Bills -vs- Payments - Provides a Pie Chart view which compares the Dollar Volume of Bills (Invoices from Vendors) that were recorded, versus the Dollar Volume of Payments (Paid to Vendors) that were recorded within the Current Calendar Month.

9.	Income -vs- Expense - Provides a Bar Chart which compares Income (Sales Invoices to Subscribers) to Expenses (Bills for Purchases from Vendors) entered within the most recent three months for one Selected, or All Departments.

10.	Assets Breakdown - Provides a Bar Chart which displays the 5 General Ledger Accounts with the greatest Asset value - based on the selected Configuration Option, and may be calculated for one Selected, or All Departments.

11.	Liabilities Breakdown - Provides a Bar Chart which displays the 5 General Ledger Accounts with the greatest Liability value - based on the selected Configuration Option, and may be calculated for one Selected, or All Departments.

12.	Equity Breakdown - Provides a Bar Chart which displays up to 5 General Ledger Accounts with the greatest Equity value - based on the selected Configuration Option.

13.	Sales Breakdown - Provides a Bar Chart which displays up to 5 General Ledger Accounts with the greatest Sales value - based on the selected Department(s) identified in Configuration Option, and may be calculated for one Selected, or All Departments.

14.	Expenses Breakdown - Provides a Pie Chart and Legend which displays up to the 5 General Ledger Accounts with the greatest Expense value - based on the Department(s) selected in Configuration Option.

15.

Active Operator Skills - Displays a list of all of the Operator Skills sets which have been previously defined (see Operator Skills in the Central Station Monitoring section), and shows the Number (Count) and Names (Users) of Operator(s) who are currently Processing Alarm Signals and who have been assigned to those Operator Skills sets within the Operator Skills tab of the Employee Form.

16.	Active Alarm Groups - Lists each Alarm Processing Group (Alarm Group) and the number (Count) of Operators (Users) currently available to process Alarm Signals for each of those Groups.

17.	Bank Balance - Displays a Pie Chart and explanatory Legend showing the Current Balance as listed in the Chart of Accounts report in the General Ledger System for each Bank Account defined in the Bank Maintenance Form.

18.	Favorites - Displays three option buttons - each representing one of three different record types. These buttons provide a Drop-Down list of the current User's Favorite Account Names. Selecting one of these Account Names will open the related Form with that specific account already displayed.

19.

Quick Search - Provides an easy method to Search the Account Name fields of Subscribers, Prospects and Vendors - all at the same time - and displays a list of each record that matches their Search Entry. The User may Double-Click the line that corresponds to the record they were Searching for to open that corresponding Form.

►	Note: The other Search option, located on the Other Shortcuts Menu, provides a Global Database Table Look-up function that is more advanced than this Widget provides.

20.	Top 5 Dealers - Displays the Alarm Count for up to 5 Alarm Dealers (which have occurred within the Date Range specified in Configuration Options).

21.	Top 5 Alarm Groups - Lists up to 5 Alarm Processing Groups with the number of Alarm Signals received from the Subscribers assigned to each of those Groups - displayed as a Tabular List or Bar Chart, and based on the selected Configuration Options.

22.	Cash Required - Displays the Bills Due, Receipts, and Required Amount (Bills - Receipts = Cash Required) for Today (the default), the current Week and the current Month.

23.	Sales Analysis - Displays Sales (Report and Non-Report) for Today, the Current Week and the Current Month, and which may be filtered by Division and/or Salesperson.

•	Decide which Widgets will best serve your needs.

•	Follow the "Resetting the Widgets Dashboard" directions outlined above to Reset the Widget Dashboard.

•	Load only those Widgets (into your Widgets Dashboard) which you have identified as specifically useful to you.