Helpful Hints Newsletter

April 5, 2017

Get started with Beacon Dashboard

It's easy to visualize your HR and Finance data simply by using the Beacon Dashboard.  Here's a quick tip on how to get started.


Click to add a new dashboard and give your dashboard a title.  Save your settings.  Now you just need to add the reports you wish to view!  To add reports to your dashboard, click on the gear icon.  Select the cards you wish to add by searching on content.  You can search on keywords like "HR", "Finance", "Budgets", "Dates", and more.
You can also add one of the available default dashboards by clicking on the gear icon of your dashboard.  By selecting the HR Template or Finance Template, a default set of cards will be added to your view.

The default HR cards are:

  • Tickler Report

  • New To Institute

  • Active Appointment by Admin Code

The default Finance cards are:

  • FY 2017 Obligations by Vendor

  • FY 2017 Balance of Accounts

  • FY 2017 Remaining Funds