The Vista Operations Dashboard is a preconfigured paginated report that summarizes day-to-day operational performance.

Filters

You can customize the view of this dashboard using the Parameters tab. This enables you to filter your report by these parameters:

• Company: Select one or more companies to display.
• Aging Option: Select either Due Date or Invoice Date as the aging option.
• Group Agings/WIP by: Group aging and WIP subreports by either Project Manager, Department, Customer/Vendor, or Contract/Job.
• Through Month: Specify the cutoff month for the data displayed.
• Contract Status: Select either Open; Open, Soft-Closed; Soft-Closed, Hard-Closed; or All to display.
• Age Non-Retainage Held Invoices: Select whether to age non-retainage held invoices.

Widgets

The Operations Dashboard includes these widgets.

• A/R Aging widget: provides a visual summary of your Accounts Receivable broken down by the age of the outstanding invoices.
• A/P Aging widget: provides a visual summary of your Accounts Payable broken down by the age of the outstanding invoices.
• Head Count widget: provides a visual summary of the number of people currently employed by your company.

Subreports

The Operations Dashboard includes these subreports.

• A/R Aging Subreport: provides detailed report of your Accounts Receivable broken down by the age of the outstanding invoices. Selecting a contract drills down into its subreports.
• A/P Aging Subreport: provides detailed report of your Accounts Payable broken down by the age of the outstanding invoices. Selecting a contract drills down into its subreports.
• Work in Progress Subreport: displays work in progress organized by Project Manager, Department, Customer/Vendor, or Contract/Job. Selecting a contract drills down into its subreports.