Add custom BI dashboards

Prerequisites

• Review data for the appropriate API:
  • Financial API V3
  • Financial API V2
  • Financial API V1

Financial API V1	Financial API V2	Financial API V3
Overview	Overview By Transaction Type V2	Overview By Transaction Type V3
Overview Detailed	Overview By Transaction Type V2	Overview By Transaction Type V3
Overview Detailed Simple	Overview By Transaction Type V2	Overview By Transaction Type V3
Overview Historical	Overview Historical (same as V1)	Overview Historical (same as V1)
Cost	Overview By Transaction Type V2	Overview By Transaction Type V3
Cost by Resource Type	Overview By Resource Type V2	Overview By Resource Type V3
Vendor Cost Details	Vendor Cost Details V2	Vendor Cost Details (same as V2)
Vendor Cost Summary	Vendor Cost Summary V2	Vendor Cost Summary (same as V2)
Revenue	Overview By Transaction Type V2	Overview By Transaction Type V3
Retainage (prime and sub invoices)	Retainage (prime and sub invoices) V2	Retainage (prime and sub invoices) (same as V2)
Work-In-Progress (WIP)	Work-In-Progress (WIP) V2	Work-In-Progress (WIP) (same as V2)
Labor and Equipment Hours	Overview By Transaction Type V2	Overview By Transaction Type V3
Labor and Equipment Hours Historical	Labor and Equipment Hours Historical (same as V1)	Labor and Equipment Hours Historical (same as V1)
Contract Specific - Cost Plus	Contract Specific - Cost Plus V2	Contract Specific - Cost Plus (same as V2)
Contract Specific - Unit Price	Contract Specific - Unit Price V2	Contract Specific - Unit Price (same as V2)
Change Order	Change Order V2	Change Order (same as V2)
N/A	N/A	Overview By Transaction History

Create a custom dashboard

1. Add a custom dashboard and specify the API data source.
2. Configure the default font size for dashboard widgets and export options.
3. Add one or more of the following common dashboard widgets as needed:
   • Number Card widget
   • KPI Card widget
   • Grid widget
   • Pivot Grid widget
   • Bar widget
   • Text widget
4. Optionally, add a master widget filter.