How do I add Activity Watch List widget to My Dashboard?

Connect Online

Add the Activity Watch List widget to My Dashboard to get up-to-date information for activities. You can choose the activities to display in the widget and then set up the widget settings to show a specific period and balance type.

My Dashboard, Activity Watch List widget

You can give any user access to Connect Online to view activities using a smartphone, tablet, or computer. The user does not need to install Connect applications, but they will need a Connect Online user ID and password.

Adding the Activity Watch List widget to My Dashboard

1. Open My Dashboard.

2. Click Settings .

My Dashboard, Settings button

3. Drag and drop Activity Watch List to the dashboard.

Moving widget to dashboard

Adding activities to the Activity Watch List widget

Add the actitives that you want to view to the Activity Watch List widget. The menu displays the activities that are set up in the Activities table in Connect General Ledger. Selecting an activity from the list will add it to the widget.

Activity Watch List, menu

What if there's an error adding an activity? Clicking to reload the page should fix the error.

Viewing amount detail

If you want to see more detail, click on the amount to drill into the transaction history. Amounts that are blue and underlined have drill-down capability. Clicking on the amount will show the transactions for the selected period(s).

Amounts with drill-down capability

Configuring Activity Watch List widget

Set up the widget to display activity information. You can change the display period, balance option, exclude journals from the widget, and include pending transactions. The options can be set up differently for each widget that you add to the dashboard.

To configure the widget, click Settings .

Settings

Set up Settings.

Settings

Widget name

Change the name that displays on the widget.

Widget name

Period

Choose the display period. The widget will use the selected period to calculate the amount balances. Only the periods with activities will be included in the selection menu. The default period is the current period if there is activity recorded in the current period. If the current period does not have any activity recorded, the last period with recent activity is the default period. For example, if the current period is 5/21, but the period with the most recent activity is 3/21, then the default period is 3/21.

Period

Balance options

Show the activity-to-date balances or the year-to-date balances. The activity-to-date balances includes all transactions from the beginning GL period for the activity through the selected period. The year-to-date balances displays all transactions from period zero (0) of the selected year through the selected period.

Balance options

Journals to exclude

Set up the widget to exclude journals from the amount balances in the widget. Adding a journal will exclude all of the transactions from the selected journal.

Include pending transactions

A pending transaction happens when a transaction is waiting for approval. The default setting will not show pending transactions in the amount balances. However, you can select the Include Pending Transactions checkbox to view the amount balances with pending amounts.

Adding another Activity Watch List widget

You can add more than one ActivityWatch List widget to your dashboard to view track an activity for a different period or show year-to-date balances instead of activity-to-date balances.

Adding multiple widgets

Troubleshooting

What if the Activity Watch List widget isn't included in the widget list?