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EMS Software, LLC

Overview of the EMS Dashboard and Dashboard Options

The Dashboard is a window that centralizes critical information about reservations in a single location. The information that is displayed on this window provides you with the necessary input to manage your work EMS. By default, when the window first opens, it has nine tabs—Notifications, Reminders, Web Reservations, Guest Requests, Wait List, Reconfirm Dates, Building Hours Exceptions, Analytics, and At A Glance. If any tab on the Dashboard window has at least one record displayed on it, then, by default, when you log into EMS, the Dashboard window opens and the Dashboard icon on the main toolbar flashes briefly. Also, an asterisk (*) is displayed to the right of the tab name. All the tabs in the upper pane of the window have some of the basic features of an EMS browser window. You can sort the data columns on a tab in either ascending or descending sort order, you can rearrange the column order by dragging a column to a new location using the column heading, and you can change the width of the data columns.

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For information about working with data columns on a Dashboard tab, see To group data by columns in an EMS Browser window.

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You can change the default behavior of the Dashboard in the Dashboard Options dialog box. See Dashboard options”. You can also click the Dashboard icon at any time to open the Dashboard window.

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Dashboard options

The appearance and functioning of your Dashboard window are determined by the values that you set for the Dashboard options. To view, and if needed, edit these values, in the upper right corner of the Dashboard window, click Options to open the Dashboard Options dialog box.

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Option
Description
Open Dashboard At Startup If Items Exist

Selected by default. The Dashboard window opens automatically after you log into EMS if any tab displays at least one item.

• Show Reminders
• Show Web Reservations
• Show Guest Requests
• Show Analytics
• Show Wait List
• Show Reconfirm Dates
• Show Building Hours Exceptions
• Show At A Glance

Selected by default. Indicates the tabs that are to be displayed on the Dashboard window.

“Thru Today” includes xx Days Prior to Today

Indicates how far into the past that reminders are to be displayed in the “Thru Today” view. The default value is seven.

Activate Flashing Indicator For:
• Notifications
• Reminders
• Web Reservations
• Guest Requests

Set on a per tab basis. Indicates when the Dashboard icon on the EMS toolbar is to flash if at least one item is displayed on any tab. Values are:

• Automatically—Immediately when there is at least one record that is displayed on the indicated tab, even when you are working in EMS.

• At Startup Only

• Never

Activate Flashing Indicator For:
• Wait List
• Reconfirm Date Reminders
• Building Hours Exceptions

Set on a per tab basis. Indicates when the Dashboard icon on the EMS toolbar is to flash if tasks on the tab require your attention. Values are:

• At Startup Only

• Never