HORIZON - Business at a Glance

In this section we will cover:

1. Viewing Business at a Glance on the web
2. Editing Business at a Glance

Business at a Glance allows you to track your business success through colorful graphs.

1. Viewing Business at a Glance.
1.1. Log into Horizon on the Web:
1.2. Click on the Business at a Glance button to open this section. (Figure 1)

Figure 1

1.3 The Business at a Glance screen displays the following bar graphs:
1.3.1 Inspections by Month,
1.3.2 Sales by Type by Month,
1.3.3 Inspection by Type by Month,
1.3.4 Sales by Inspector by Month,
1.3.5 Inspections by Inspector by Month
1.3.6 Sales by Month in a bar graph format. (Figure 2.)

Figure 2

1.4 Each of the Business at a Glance reports can be shown or hidden. Click on Hide at the bottom left of a selected graph to Hide the selected report. (Figure 3)
1.5 Click on Show beneath a graph title to display a selected graph or click Hide to make the graph hidden(Figure 3).

Figure 3

2. Editing Business at a Glance.

2.1 At the top or bottom of the screen click on Edit Business at a Glance to edit the reports.
2.2 The edit screen displays the reports that appear on your Business at a Glance. It also gives an explanation of each report.
2.3 By clicking the +Add button you choose to display the selected report on the graph. Clicking the –Remove button you can choose not to display the selected report.
2.4 The Move button allows you to change the order in which graphs are displayed. Click the Move button arrow in the direction you want the report to appear. (Figure 4)

Figure 4

2.5 Reports selected to appear can be edited for Date Range Selection and Inspection Filter.
2.6 Click Edit beside a selected report to edit that reports date parameters. (Figure 4)

Figure 5

Editing the Date Range Selection

2.7. Selecting the option to display From First of Month to Today displays the date from the first of the current month to the present day. (Figure 5)

2.8. Selecting From first day to Fiscal Year to Today displays from the start of your fiscal year to present day. To edit when your fiscal year starts click Edit. (Figure 5) This is also available in the My Profile section under Company Information.

2.10 Enter in the month and day of the start of your Fiscal Year. (Figure 6)

2.11Click the Save and Back button to save changes and goes back to the My Profile screen. Save and Back to Graphs button to save and go back to editing the graphs. Click Back to return to the My Profile screen without saving. (Figure 6).

Figure 6

2.11. Click on Any Range to choose a custom start date and end date range to be displayed. Click on the Arrows to the left and right of the date to scroll through the months and click on the Day for the start and end date. (Figure 7).

2.12. You can choose to have the date settings apply to the selected report or to all reports. To have all reports use the new date parameters click save and then copy these options to All reports. (Figure 7)

Figure 7

Editing the Inspection Filter.

3.1. You can choose to have only Completed Inspections displayed in your graphs or have All Inspections (In Progress and Completed) displayed in your graphs. (Figure 8)

Figure 8

3.2. After you have completed editing your graph click the Apply to all Graphs to save and apply changes to all graphs.
3.3. Click Save and Back to Graphs button to save changes and go back to the Business at a Glance screen.
3.4. Click Back to Select and Sort Graphs to return to editing graphs without saving any changes. (Figure 8)

That’s all there is to Viewing and Editing in Business at a Glance.

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