Solutions Summit Executive Dashboard and New Dashboard Features Angelique Bicad

Chesapeake System Solutions, Inc. Proprietary and Confidential Executive Dashboard Overview Reconciliation Progress Graph Key for monitoring accounts Flags unassigned Highlights overdue or incomplete Drill down ability Review Reconciliation Graph Real-time status User defined statuses Steps Completed Graph Roles and steps completed Track key performance indicators Aging Graph Specific transaction types Various aging options Management high level view into the system; control framework Graphical information on same accounts and recons from a different perspective

Chesapeake System Solutions, Inc. Proprietary and Confidential Executive Dashboard 7.0 Enhancements Overview Ability to define and save various pre-defined filters Apply a pre-defined filter as a default Improved aging quadrant; ability to choose specific transaction types, net the amounts and various aging options Ability to personalize the quadrant positions

Chesapeake System Solutions, Inc. Proprietary and Confidential Executive Dashboard Admin Setup CreateUpdateDelete Enable security entitlements on user profiles

Chesapeake System Solutions, Inc. Proprietary and Confidential Executive Dashboard 7.0 – Filters Once security is set, navigate to the executive dashboard; or set your preference to display the executive dashboard as your default log in screen. There is a new prompt called selected filter which displays to the top right. The default is “prompt for criteria”. Choose search. Once filters are saved, they can also be edited by selecting the filter and choosing the edit option to the right of the filter dropdown. A user may only delete their own private filters.

Chesapeake System Solutions, Inc. Proprietary and Confidential Executive Dashboard 7.0 – Filters Filters can be organized by user defined reporting hierarchies. Setup the filter to the desired settings. Choose default filter to set your new search as the primary default. Save. Name the Filter. Selecting ‘private’ will restrict the view to the current user.

Chesapeake System Solutions, Inc. Proprietary and Confidential Executive Dashboard Aging Criteria Edit an existing filter or create a new filter to apply aging parameters; expand the Aging criteria to elect transaction types and related settings. Remember to save your settings. Transaction type selections greater than 4 may create difficulty in viewing the graph.

Chesapeake System Solutions, Inc. Proprietary and Confidential Executive Dashboard Aging Criteria Summarizing debits and credits will display a net number. The graph may appear misleading if the transaction type nets to zero. Option to group by transaction type Addition of various aging options; Effective vs Post Date Literal Days vs Fiscal Period Flexible Bucket Options

Chesapeake System Solutions, Inc. Proprietary and Confidential EXECUTIVE DASHBOARD DEMO

Questions Thank you! Angelique Bicad