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1 GRASP DATA State f the Art Web-based Management Reprting Prduct Recmmended screen reslutin 1024 x 768 (Lcate n desktp under Cntrl Panel / Display Settings) Website: User Name: Yur Address (Example@gmail.cm) Passwrd: XXXXXXXX (Eight Characters) Overview View Trends At-A-Glance Track Specific Cmpanies User Defined Each User Has Individual Set-Up HTML5 ipad, iphne And Andrid Viewable Frgt Passwrd? Cntact supprt@grasptech.cm r yur Cmpany Administratr. Lg Prvided By Client During Implementatin Preferred Type And Size: 300 DPI jpeg Lg Stred In Settings Agency Lg Lcated In The Same Lcatin On All Tabs (Upper Left) Grasp Data Dashbard Instructins Page 1 Cntinues n Page 2

2 Grasp Data Dashbard Instructins Page 2 Sync Infrmatin Autmated Sync Runs Nightly, US Eastern Standard Time Lcated Upper Left (Belw Lg) On Each Tab Cntrls Imprting Of Data Frm The Back Office Verifies Incming Data And Updates Recrds That Have Been Changed Optinal: Autmated Hurly Sync (Additinal $$) Optinal: Manual Sync (See Data Cafe Data Imprt) Header Hide Header Allws Yu T Mve Page Up Over Lg Maximize Amunt Of Viewable Space On Screen Shw Header Allws Yu T Mve Page Dwn And Reveal Lg Sftware Tabs Dashbard Grasp Data Always Opens T The Dashbard Tab Reprts Grasp Data Library Of Reprts Data Cafe Search Engine Of Back Office Data Print Invice Sync / Imprt / Exprt Settings Agency, Crpratins, And User Set-Ups Edit Dashbard 3 x 4 Grid = 12 Maximum Charts Bar Vertical And Hrizntal Pie News Feeds And Misc. Charts User Ability T Create Custm Interface Similar T A Hme Page All 12 Grid Areas Are The Same And Can Be Used In Any Order Includes Snapshts, Reprts, Graphs And Charts OR Use The Plus Sign On The Dashbard Grasp Data Dashbard Instructins Page 2 Cntinues n Page 3

3 Grasp Data Dashbard Instructins Page 3 Dashbard Select Chart Frm Drp-Dwn List Pie Charts, Bar Charts And News Feeds Select NONE Fr N Items T Appear In Chart Area Title Ability T Persnalize Chart Title Date Fields Issue Date, Depart Date, Return Date, Bking Date, Client Payment Date, And Vendr Payment Date Date Range Wide Selectin Fr Bth Current And Previus Dates Currency Optin, If Applicable, 160 Currencies Available Data Filters HINT: ENTER FILTER INFORMATION INTO CHART TITLE Crpratin Equals / Des Nt Equal Select One Or Mre Crpratin Names Frm List Hit Plus Sign Grasp Data Dashbard Instructins Page 3 Cntinues n Page 4

4 Grasp Data Dashbard Instructins Page 4 HINT: ENTER FILTER INFORMATION INTO CHART TITLE Accunt Type Equals / Des Nt Equal Select Crprate Or Leisure Hit Plus Sign Save Grasp Data Dashbard Instructins Page 4 Cntinues n Page 5

5 Grasp Data Dashbard Instructins Page 5 Dashbard Results Chart Title Custmized Interactive Chart Mve Muse Over Bar Or Slice Ability T Add Or Remve Items Frm Chart Tap Legend Field T Add Or Remve Filter Icn Tap T See Filtered Fields Enlarge Icn Tap T Enlarge Chart T Screen Size Currency Icn If Currency Optin Applicable Date Range Date Range Selected Fr Chart Remvable Slices Click On Legend Item Yu D Nt Want in Chart (Example Abve Is ALL OTHERS) Click On Legend Item T Add Back T Chart Chart will Resize Itself T Accmmdate The New Data (Actual Numbers D Nt Change) Grasp Data Dashbard Instructins Page 5 Cntinues n Page 6

6 Grasp Data Dashbard Instructins Page 6 Drill Dwn User Defined Select Chart Slice By Left Click Drill Dwn Results Chart Name Upper Left Crner Ability T Hide Chart Slice Selected Fr Detail Reprt Ability T Change Slice Of Detail Reprt Detail Reprt Detail Reprt Results (1) Drag Clumn Header T Srt Reprt (2) Type in Filter Desired Example: 11/03/2014 Filter Optins Grasp Data Dashbard Instructins Page 6 Cntinues n Page 7

7 Grasp Data Dashbard Instructins Page 7 (3a) Detail Reprt Optins Refresh Reset Returns T Default Settings (3b) Print Optins Excel CSV Ability T Add / Remve Fields Right Click In Clumn Area Select Clumns Left Click In Bx T Add Or Remve Field Frm Reprt Ability T Rearrange Clumns Left Click On Field Name Drag T Desired Lcatin Drp Field Int New Lcatin Reprt Remains Frzen In Last Selectins Until Changed By User Grasp Data Dashbard Instructins Page 7 Review Questins Page 8

8 Grasp Data Dashbard Review Questins Page 8 What tab wuld yu use t edit the dashbard? Hw many graphs / charts can a user have n their dashbard at any given time? The dashbard is user defined r glbal t all users? Can a dashbard graph / chart be filtered by a specific cmpany? YES NO Name six things that appear n the dashbard charts. Where des the sync infrmatin appear n the dashbard screen? Where des the user infrmatin appear n the dashbard screen? Fr what reasn wuld a user place items n the dashbard screen? What types f graphs / charts are available n the dashbard? Can yu print the dashbard charts? YES NO

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