Introduction

Credit Hound v6 introduced a new customisable dashboard.

Applies to

• Credit Hound v6

Dashboard Items

Total Debt

This shows the total outstanding balance of all accounts in your groups.

Drill-down: None

Promised Cash

This shows the total of all promises made to you as a Credit Hound user. Please note that this will not show promises made to other Credit Hound users.

Drill-down: None

Mini Aged Debt

Shows the outstanding balance of accounts in your groups, in terms of debt age.

Drill-down: Clicking one of the columns in this widget will open the aged debt screen showing accounts with debts in the aging bucket selected.

Who Has Paid Me?

Shows any receipts from accounts in your groups over the previous 7 days.

Drill-down: Clicking an account in this widget will open the Account view screen for the selected account.

My Disputes

Shows any disputes raised by customers in your account groups.

Drill-down: Clicking an account in this widget will open the Account view screen for the selected account.

My To-Do Items

Shows any future to-do items (formerly diary entries) made by rules or following a manual chase for accounts in your groups

Drill-down: Clicking an account in this widget will open the Account view screen for the selected account.

Who Has My Money?

Chart to display the outstanding position of accounts in your groups

Drill-down: Clicking an account in this widget will open the Account view screen for the selected account.

Where Is My Money?

Displays the overdue status owed by all accounts in your groups.

Drill-down: Clicking a segment of the pie chart in this widget will open the Accounts List view screen filtered by that status.

Quick Launch

One-click access to your account list, aged debt report or To-Do list.

Customising the Dashboard

The dashboard widgets can be moved, resized or deleted (and re-added if required). To move a widget, click and hold until the background grid appears.

While keeping the mouse down, move the widget to your chosen location. The other widgets will adjust their positions to accommodate the new placement.

To resize a widget, move the cursor over the bottom right corner of the widget until the cursor changes to a two-headed arrow, click and drag to resize the widget. The other widgets will adjust their positions accordingly.

To remove a widget, simply click the x in the top right of the widget.

To add (or re-add) a widget, click the plus sign in the upper right of the window and choose the widget from the screen. You can also use this menu to reset the dashboard to its default appearance.

If you have made any changes to your dashboard layout, click the Save icon in the upper right of the window to save the changes.