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Home pages provide quick access to information and frequently-used windows and reports within Signature products. Signature home pages are customizable by user and integrated with Microsoft Dynamics GP home pages. Home pages were introduced in Microsoft Dynamics GP version 9.0. Home pages are not limited to accessing Signature windows and reports; you can also create links to Microsoft Dynamics GP windows, external programs, and web pages.

Note
Signature Home Pages do not contain "user roles," as in Microsoft Dynamics GP home pages. Therefore, when you open your home page for the first time, the default display will be determined by your Microsoft Dynamics GP user role.

Access to Signature windows and reports from a home page is based on your access to Signature menu items, as defined in your Job Cost, Service Management, and Equipment Management user profiles. For example, in Job Cost, if you have been granted access to the Job Maintenance window previously, you will have the same access from a "quick link" on your personalized Signature home page. For Service Management users, global filtering - if set up - will apply to Signature home pages.

Home Page Areas

To control the content that displays on your home page, choose the Customize this page... link in the upper right of your screen. The Customize Home Page window opens. Mark the check box next to each area that you want to appear on your home page. You can use the expansion buttons to further customize the content or close this window and refer to the following steps for each area.

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Business Analyzer

Excerpt

The Business Analyzer (formerly called Metrics) displays graphical representations of data within your system. Signature provides five graphical reports for Job Cost, six graphical reports for Service Management, and six graphical reports for Equipment. See the full list along with descriptions at the end of this section.

Note
Service Management graphical reports contain a SMS prefix. Job Cost graphical reports contain a JC prefix. Equipment Management graphical reports contain an EMS prefix.

Before you can view the Signature graphical reports on your home page, you must update each report's parameter to the specific user login name. This must be done for each user who needs to view the graphical report.

Note
The order of adding a graphical report to Business Analyzer in Microsoft GP Dynamics and updating the report parameters in Report Manager is not important, however the graphical report will not display any data until the parameters have been updated.

To update a graphic report's parameters:

  1. Go to the Report Server (http://yourcomputername/Reports_yourservername).
  2. From the Report Server, choose yoursystemDB> yourcompanyDB > Signature Job Cost or Signature Service.

  3. Open the Charts and KPIs folder.


  4. In the Charts And KPIs window, hover your mouse over the report name and choose the drop-down arrow that displays.
  5. Choose Manage.
  6. From the navigation pane, choose Parameters.
  7. On the UserID line, choose Override Default and then enter your login name.
  8. Choose Apply.

Adding graphical reports on your home page

For information on how to add a graphical report to Business Analyzer, see the Microsoft Dynamics GP documentation.

Viewing graphical reports on your home page

To display a Signature graphical report on your home page, choose the right or left arrow that appears at the bottom of the Business Analyzer tile. Every time you choose the right arrow, the next graphical report in the list displays on your home page.

The following Signature graphical reports are available, organized by product:

Service Management 
Following is a list of graphical report names and an accompanying description.

  • 12-MTH Analysis of Contract Costs and Revenue by Contract Type
    Provides a side-by-side comparison of year-to-date costs and year-to-date revenue for contracts in the last 12 months.
  • Analysis of Costs vs. Billed By Cost Type
    Provides a side-by-side comparison of year-to-date costs vs. year-to-date billed for contracts, starting with the current user date and organized by call type.This graphical report does not include taxes in billed amounts.
  • MTD Appointments Completed by Technician
    Shows the top 12 most month-to-date appointments completed by technician ID.
  • MTD Billing by Technician
    Shows the top 10 most labor billed by technician ID.
  • Overdue PM Appointments by Contract Type
    Shows the top 12 number of contract service calls for which there are overdue appointments, organized by contract type.
  • Six Month Analysis of Service Billed and Unbilled Dollars
    Shows the billed and unbilled amounts for the last six months, starting with the current user date. This graphical report does not include taxes in billed amounts.

Job Cost

  • Top 10 Jobs Anticipated Loss
    Shows the top 10 jobs based on anticipated loss.


  • Top 10 Jobs Over/Under Billed
    Shows the top 10 most under-billed jobs displayed in ascending order.

  • Top 10 Jobs Anticipated Profit
    Shows the top 10 jobs based on anticipated profit.
  • Top 5 Jobs Earned vs. Billed
    Provides a side-by-side comparison between the amount earned and the amount billed for contracts.
  • Top 5 Jobs Based on Contract Earned
    Shows the top 5 jobs based on highest contract earned.

Equipment Management

  • Top 12 Branch Division Totals
    Shows the top 12 total number of equipment per branch, by division.
  • Top 12 Branch Totals
    Shows the top 12 total number of equipment per branch.
  • Top 12 Division Totals
    Shows the top 12 total number of equipment per division.
  • Top 12 Model Rental Totals
    Provides a side-by-side comparison between the number of equipment On Rent vs. the number of equipment Available.
  • Top 12 Model Totals
    Shows the top 12 total number of equipment per model.
  • Top 12 Status Totals
    Shows the top 12 total number of equipment per equipment status.

You can add quick links for most Signature windows/features. These links represent the many toolbar items. You can add quick links to windows, navigation lists, web pages, external programs, and files.
For more information, see the Microsoft Dynamics GP documentation.

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Shortcuts

Shortcuts are displayed in the upper part of the navigation pane when your Home Page is displayed. If the navigation pane is not visible, choose the Layout menu and choose Navigation Pane. Choose the Home navigation pane button to display your shortcuts and your home page.

Use shortcuts to quickly open frequently used windows and resources within Microsoft Dynamics GP. For example, if you regularly access a small subset of windows in your daily tasks, you can create shortcuts to those windows and store them in one folder. You can do the same with windows that you use less frequently, such as those used for month-end closing procedures.

The default set of shortcuts contain a Startup folder. Shortcuts that you move into this folder will start automatically when you log in to a company in Microsoft Dynamics GP.
Shortcuts also may include a User Classes folder. The User Classes folder is created for you by the system administrator and contains shortcuts to specific tasks and windows. The system administrator can modify and delete a User Classes folder or any other shortcuts within the folder.

Keyboard shortcuts

You can apply a series of keystrokes to activate a shortcut (or any other command) using the keyboard. Any keyboard commands already in use will not be available to use for custom keyboard shortcuts.
For more information on shortcuts and keyboard shortcuts, see the Microsoft Dynamics GP documentation.

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To do

This area contains reminders and tasks that pertain to information that needs to be addressed or actions to be performed.
For more information, see the Microsoft Dynamics GP documentation.