This video walks through how to customise your Abtrac dashboard, tables and personal settings, helping you find, sort and manage data more efficiently across the system.
What you’ll learn
- How to rearrange dashboard widgets and save your dashboard layout
- Changing the number of rows displayed in tables and saving grid layouts for individual pages, or globally via My Settings > Rows to Display
- Sorting and reordering table columns, including multi-column sorting using the Shift key
- Searching and filtering data within column headers, including text and date-based filters
- Understanding why some columns may be hidden and how User Control Settings affect all users
- Adjusting default filters to view current, committed or archived data across screens and reports
- Using the Timesheet Complete button for timesheets, payroll and approvals.
- Understanding the committed option for timesheets, and invoices
- Setting default timesheet views and managing timesheet preferences from My Settings
- Where to change your password and find guidance on creating a browser shortcut to Abtrac
Abtrac KB# 2005 / AV# 0028