Display dashboard: Collection Case Steps

This part of the guide explains how to display dashboard: Collection Case Steps.

In the form of an interactive report, this page allows the user to customize his dashboard. By using the section Search Criteria, he can select the reference year and the tax division to be applied to generate the dashboard. Once the criteria have been selected, the page displays the data and the corresponding chart, when available. For more information on how to generate and print an interactive report, click on the following link: Reports.

Step 1 - Go to the page Collection Case Steps

1. Go to the Dashboard module;
2. Choose the Functionalities option;
3. Click the Collection Case Steps option. This action opens the Collection Case Steps page (521:1000);

Step 2 - Display dashboard: Collection Case Steps

4. Go to the Search Criteria section;
5. Fill out the required fields (identified by a red asterisk *). For example, Year, etc.;
6. Click the Refresh button. This action refreshes the Collection Case Steps page (521:1000) and displays the details in the lower sections;
7. Go to the Dashboard section;
8. Search for items to display. This action refreshes the Collection Case Steps page (521:1000) and displays details based on the previously selected search criteria.