YardNous Dashboard & AdGrids

 SOP: Navigate and Customize the AgriNounce Dashboard

Objective

This SOP explains how to use the AgriNous dashboard to review sales, filter and sort records, and customize the grid view for faster access to the information you need. It is designed to help team members quickly find current and past sales and save useful views for future use.

Key Steps

1. Open the Dashboard from the Left Menu 0:02

• From the left-hand menu, click Dashboard.
• The dashboard displays a chronological list of current sales and past sales.
• Use this area as the starting point for reviewing sale activity.

2. Review the Main Sale List and Key Columns 0:15

• Check the sale list for the following details:
  • Sale name
  • Date
  • Type of sale (for example, auction or private way)
  • Unique sale code
  • Sale status
• Use the sale code to identify the sale type:
  • S = Sheep
  • C = Cattle
  • PW = Private way
• Confirm whether the sale is marked as future or past based on the status column.

3. Load Older Sales and Apply Sale Filters 0:44

• Select Load all to display sales older than the last 90 days.
• Use the filter sale option to narrow the list to specific sales.
• Use these tools when you need to locate older records or reduce the number of results shown.

4. Switch Between Card View and Grid View 0:50

• Use the available view options to switch between:
  • Card view
  • Grid view
• Choose the view that makes it easiest to review or compare sale information.
• Use grid view when you need to work with multiple columns of data at once.

5. Use the Ad Grid to Manipulate and Search Data 0:59

• Recognize the grid format as the Ad Grid, which is used throughout AgriNous.
• Use the grid to organize data in a way that suits your task.
• Search by date, sort by species type, and apply filters as needed.
• Use the grid to quickly locate and compare sale details.

6. Reorder Columns to Match Your Workflow 1:23

• Drag and move columns to rearrange the grid in the order you prefer.
• Adjust the layout so the most important information appears first.
• Reorder columns whenever you need a different working view for a specific task.

7. Turn Columns On or Off Using the Columns, Filters, and Views Tabs 1:32

• Use the Columns, Filters, and Views tabs to control what appears in the grid.
• Turn columns on or off depending on the information you need.
• Apply filters to narrow the data set.
• Use views to manage saved layouts and display preferences.

8. Save and Share a Custom View 2:01

• After arranging columns and filters, save the current setup as a view.
• Choose whether the saved view should be visible to:
  • Everyone at the sale yard
  • Only yourself
• Use saved views to quickly return to a preferred layout without rebuilding it each time.

Cautionary Notes

• Do not assume all sales are visible by default; use Load all if you need records older than 90 days.
• Verify sale codes carefully to avoid confusing sheep, cattle, and private way sales.
• Be mindful when saving views so you do not overwrite a layout that others rely on.
• Check whether a sale is future or past before taking action on it.

Tips for Efficiency

• Learn the Ad Grid layout early; it is used throughout AgriNousand will speed up navigation.
• Save commonly used column/filter combinations as views to reduce repetitive setup.
• Use sorting and filtering together to find records faster.
• Keep your most-used columns visible and move less important columns out of the way.
• Create separate views for different tasks, such as reviewing current sales versus searching historical sales.

Link to Loom

https://loom.com/share/c81af0d49c9147f9aed6f25eac337adc