The Sidebar is By Your Side

Once you use dashboards you can never go back. Receiving the exact information you need at a glance is invaluable! But even that gets better. If you your dashboards are related to documents such as sales order or quotation, you can view them while processing the document. All you have to do is select this checkbox “Enable sidebar in windows to display linked dashboards” in Administration > System Initialization > General Settings > Display tab.

The respective dashboards are displayed in the document’s sidebar, providing you all the data you need without any further clicks:

This option is applicable also to Activity, Incoming and Outgoing Payments.

Available in SAP Business One, version for SAP HANA. This tip and all the other tips are available on the Tip of the week community page. You can also visit the Implementation Arena for useful implementation tips.