Settings in Company Dashboard


Accounting Year and Periods

From the drop-down menu you are able to select the accounting year. You can also change periods by adjusting the two arrows in the timeline in the upper left corner of the window. By clicking on the arrows in both ends of the timeline, you can move the selected time frame either forward or backwards. For example, if you have chosen periods 2-5 and click once on the arrow to the right, the selection will move one period to the right to include periods 3-6.

When you change a period, the button Change selection will be displayed. Click this button in order to execute the change.

Update

Click Update to update the changes made in your Mamut Business Software client or in Mamut Online Desktop.

Note! Update is not the same as Change selection.

Default

Click Default to reset all changes and return to the default settings.

Export to Microsoft Excel or print as PDF file

Click Export to export the whole, or parts, of the report to Microsoft Excel.

Click Print to open the report as a PDF file. You can then choose to print the report, or save it on your computer.

Tip! You can adjust the report by hiding boxes which you do not wish to display. It is also possible to edit most of the boxes by clicking Adjust this box in the upper left corner of the box. You will then be able to define how you want to display the view and which figures you want to show. Furthermore, you can choose a detailed view of most of the boxes and thereby customise the PDF and Excel exports based on your needs.


Read more about:

Company Dashboard

Getting Started with Company Dashboard

Fields in Company Dashboard