Role Centers

Dynamics NAV 2009 is all about the Role Tailored Client and the Role Tailored Client always opens with a Role Center page. A Role Center is like a dashboard. It is the starting page in Dynamics NAV 2009 and on it you will find the links to all the kinds of information you are looking for.

This is an example of the Role Center for the Order Processor role:

As you can see, the Role Center contains several panes of information. There's an activity pane that contains cues. Each of these cues represents a pile of documents and the height of the pile and the number on the pile represent the number of documents behind the pile. When you click on the pile, or cue icon as it is called, you are redirected to the corresponding page. On the Role Center page, you can have several other types of panes, but the ones that are interesting from the reporting point of view are the charts. On this Role Center, we can see two charts: the Open Sales Orders per Location chart and the Sales Orders per Date chart.

As a user, you can customize your Role Center. This way, you can, for example, visualize other charts and so customize your Role Center as a personal dashboard page.

For example, the next screenshot shows the Role Center for the President of a small business. Of course, this page can also be customized by the user, for example to include charts: