How do I customize reports and dashboards in BUSY?
BUSY offers two types of dashboards: User Dash Board and Party Dash Board. Let’s learn how to configure them one by one.
To configure User Dash Board can follow these steps:
Step 1: Open BUSY and select the company you want to work with. Then, go to the Administration menu and click on Configuration.
Step 2: Select "User Dash Board Configuration" and choose your User Name for which you want to configure it.
Step 3: Next, you need to enable or disable the specific details that you want to see on your dashboard when you log in to your company. You can do this by setting Y or N for each option.
To Configure Party Dash Board can follow these steps:
Step 1: Open BUSY and select the company you want to work with. Then, go to the Administration menu and click on Configuration.
Step 2: Select Features / Options and click on Accounts here you will see a option called "Enable Party Dash Board" . Click on the check box to turn it on.
Step 3: Next, you need to click on the configuration button and enter the details such as Voucher Type, Voucher Series, Users, Format Name, and Show during Data Entry. Then, you need to click on save to apply the settings.
BUSY provides a standard format for the Party Dash Board that shows the important details of your parties. You can also customize the Party Dash Board by going to the Party Dash Board Configuration option under the Configuration menu in the Administration tab.
For customize reports you can use "Custom Column" option available in reports to add additional colums as per the requirements.
Further you can also contact us on our 24X7 helpline number: 8282828282 or 011 40964096. You can also email us your query at support@busy.in.