Documentation Index

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Financial Dashboard

  • Updated on Jul 27, 2026
  • Published on Jul 3, 2024
  • 2 minute(s) read
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The Financial Dashboard shows a location’s financial standing across specific timeframes, daily, weekly, monthly, by period, or annually, compared to the same timeframe in a selected prior year, without needing to run separate Reports.

Financial Dashboards can be built for any user by updating their report role to include one or more dashboard widgets. Users can customize and rearrange their dashboards as needed, as well as create saved views.

On this page, users can:

Users who are not given access to dashboard widgets will not be able to access the dashboard.

The Financial Dashboard is available when Custom Financial Reports is enabled. If Custom Financial Reports is not enabled, contact your Sales Representative to learn more about this add-on feature.

Security

Users are granted access to viewing the Financial Dashboard as part of their report roles. 

A user's P&L Cutoff selection will have an effect on the data displayed in each assigned widget. Learn more about the P&L Cutoff setting.

Users can only gain access to the Financial Dashboard by having their report role updated to include Financial Dashboard widgets. 

Navigation Menu

  1. Select Home from the left navigation rail.

  2. Select Financial dashboard.

 

Search

Navigate to pages with the R365 global search bar:

  1. Enter all or part of the page name in the R365 global search bar.

  2. Select the page from the results list.

Only enabled pages can be searched for. If the desired page is not enabled, contact your CSM for assistance.


Financial Dashboard: Dashboard Widgets

Financial Dashboard widgets present the financial health of all locations. Learn more about the widgets that make up the Financial Dashboard.

Financial Dashboard: Date Settings

The Financial Dashboard includes two date settings for filtering financial data. Learn more about date settings.

Financial Dashboard: Customize the Dashboard

Once a user has access to the Financial Dashboard, they can customize their dashboard by rearranging its widgets. Learn how to customize the Financial Dashboard.

Financial Dashboard: Saved Views

Users can create multiple saved views of the Financial Dashboard. Learn how to create saved views.

FAQ

Why can't I see the Financial Dashboard at all?

Users only gain access to the Financial Dashboard when their report role is updated to include one or more Financial Dashboard widgets. Without an assigned widget, the dashboard won't appear.

Why don't I have a Financial Dashboard option at all, even with a report role assigned?

The Financial Dashboard only exists when Custom Financial Reports is enabled as an add-on. If it isn't enabled on your account, contact your Sales Representative.

Why does my Financial Dashboard show different numbers than a coworker's?

Each user's P&L Cutoff setting, part of their report role, affects the data shown in their assigned widgets — so two users can see different figures for the same dashboard.

Can I change which widgets show up or save different dashboard layouts?

Yes. Once you have Financial Dashboard access, you can rearrange widgets and create multiple saved views to switch between layouts.