How to View and Modify Dashboards in MIP Cloud

Dashboards have taken the Financial Software industry by storm.

If you are hosted in the MIP Cloud, then you may already know MIP offers its own dashboards. The MIP Cloud offers two different interfaces, Classic and Modern, that can be used simultaneously to complete various tasks. The modern interface allows users to create their own dashboard or view existing default dashboards.

Let’s learn how to view and modify dashboards in MIP Cloud.

This is an exclusive feature to MIP Cloud clients. If you have been considering a move to the cloud, dashboards are one of the many benefits of migrating off your local server.

Below is a default or system-generated dashboard that is available to all cloud users, including executive view users.

Each of the default dashboards can be selected in the following menu. Filters can be applied to view the dashboards at a more granular level by segment.

To create your own dashboard, you will select the Configure Dashboard icon, shown below.

The Configure Dashboard feature will allow you to create an entirely new dashboard or modify an existing dashboard.

Adding or modifying a dashboard will allow you to define the widgets that appear on the dashboard. Clicking Save at the bottom will make the widgets appear when this specific dashboard is selected.

Widgets also contain a drilldown feature that provides users with a detailed view at the data behind the charts and graphs.

If you need assistance with dashboards or have any other issues with you MIP Fund Accounting software, please contact our MIP support team at 260.423.2414.

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