Overview:
- Use the NDIS dashboards widget on your role centre.
Why Use the NDIS Dashboards?
Having NDIS dashboards on your Wiise home page means you can check payment performance and claims data without navigating through reports or pages.
Note: If you're on a standard Dynamics 365 Business Central role centre without a Wiise role assigned, the dashboards widget won't appear. You'll still see the NDIS dashboards navigation.
How to Use NDIS Dashboards?
The Wiise Favourite Dashboards widget appears on your Wiise Landing Page when the Wiise for NDIS extension is installed. You can setup and view the Power BI NDIS Accounts Receivable and NDIS Account Payable Dashboards directly from Wiise.
Note: If both Wiise and Wiise for NDIS are installed, only the NDIS dashboards widget appears. The regular Wiise dashboards widget is hidden to avoid duplication.
- Select Edit Favourites at the bottom of the widget to customise which dashboards appear.
- The Wiise Dashboards for NDIS on your user profile displays. You can now personalise and favourite what is displayed on the dashboard on your Wiise landing page.
- You now know how to use the NDIS dashboards widget.
What's next
Find out how to Set up and view Power BI NDIS dashboards.
Need more help?
No problem, that's what we're here for. Reach out to support@wiise.com anytime you can't find what you're looking for.