# How to build a Kinetic homepage dashboard in Epicor > Source: https://netray.co/erp-help/epicor-kinetic-dashboard-how-to-build > Publisher: Netray (netray.co), AI and integration engineering for ERP and manufacturing systems. > Section: ERP Help ## Short answer Kinetic homepage dashboards are built from Active Homepage Maintenance: create a BAQ that returns the metric or list you want, add a KPI or List widget referencing that BAQ, arrange widgets on the homepage layout, and assign the homepage to a role or company so the right users see it. ## Kind how-to ## System epicor ## Erp Epicor Kinetic ## Module Reporting / Kinetic Dashboards ## Query how to build a dashboard in epicor kinetic ## Alternate Queries - epicor kinetic homepage dashboard tutorial - epicor bpm dashboard vs kpi tile - epicor active homepage dashboard maintenance ## Applies To Epicor Kinetic 2021.1 and later; classic Epicor 10 System Dashboards (the older grid-based dashboard tool) are a separate, still-supported technology with a different build process. ## Steps ### Build a KPI-driven Kinetic dashboard **Items:** - Design the underlying BAQ first (Customization > BAQ Designer): build the query that returns the exact rows or aggregate value you want on the dashboard, and test it independently. - For a single-number KPI tile, ensure the BAQ returns an aggregate (count, sum) with a clear calculated field; for a list widget, keep the result set reasonably narrow in columns. - Open Active Homepage Maintenance (System Setup > General Maintenance area, or search "Active Homepage"). - Create a new Homepage (or edit an existing one), then add a Page and, within it, a Widget - choose KPI, List, or Chart widget type depending on what you built. - Point the widget at your BAQ as its data source, map the field to display for a KPI tile, and set thresholds/colors if using the KPI widget's conditional formatting (e.g. red if over budget). - Arrange widgets on the grid layout by dragging; save and preview as yourself first. - Assign the homepage to specific companies, roles, or default-for-all-users under the homepage's security/assignment tab so it appears for the right audience. - Test by logging in as a user in the target role (or using Kinetic's "test as" / impersonation if available) to confirm both visibility and BAQ security filters behave as expected. ## Sections ### KPI widgets vs List widgets vs Trackers **Body:** KPI widgets show a single number or small set of numbers with optional threshold coloring (green/amber/red) - good for "open orders past due," "WIP value this week," or "on-hold jobs." List widgets render a small grid from a BAQ, letting users click through to the underlying record, useful as a personalized action list (e.g. my open quotes, my overdue tasks). Chart widgets visualize a BAQ result as a bar/line/pie directly on the homepage. Trackers (Order Tracker, Job Tracker, etc.) are a related but distinct Kinetic feature - larger, filterable, drill-down screens rather than homepage tiles - and are a better fit than a dashboard widget when users need to interactively slice a dataset rather than glance at a summary. ### BAQ security and dashboard data exposure **Body:** A dashboard widget only shows what its underlying BAQ returns, and BAQs respect Epicor's row-level security and company access - if a user should not see certain sites or customers on the dashboard, that restriction has to be built into the BAQ (via BAQ security or parameterized filters bound to the logged-in user's context) rather than assumed from the UI. Avoid building a KPI from an unfiltered, unindexed BAQ scanning a huge transaction table on every homepage load - dashboard widgets typically refresh on a timer or on login, so a slow underlying query becomes a slow homepage for every assigned user, not just the person running a report once. ### Migrating a dashboard between environments **Body:** Both the BAQ and the Active Homepage definition need to move together when promoting from test to production - export/import the BAQ first (via BAQ export or Solution Workbench), confirm it runs cleanly in the target environment, then export/import the Active Homepage definition referencing it. Role and company assignments on the homepage are environment-specific and typically need to be re-set after import rather than assuming they carried over identically, especially if role names differ between environments. ## Pitfalls - Building a KPI BAQ that scans an entire transaction history table with no date filter, making the homepage noticeably slow to load for every assigned user. - Forgetting that BAQ security/company filters must be explicit - a dashboard can leak cross-company or cross-site data if the BAQ does not filter by the current user's context. - Assigning a dashboard to "all users" when only one department should see it, cluttering other users' homepages and drawing support tickets. - Confusing classic Epicor 10 System Dashboards (grid-based, different designer) with Kinetic Active Homepage dashboards when following an older tutorial or documentation page - the two are not interchangeable. - Not testing widget visibility as an actual member of the target role before rollout, missing a security or assignment gap. - Overloading one homepage with too many live-refreshing widgets, each hitting the database independently, rather than consolidating into fewer, well-indexed BAQs. ## Ai Angle A grounded ERP assistant can turn a plain-English ask like "show me a tile with overdue purchase orders by buyer" into a draft BAQ plus KPI widget configuration matching your existing BAQ and security conventions, then flag if the requested filter would expose cross-site data that your BAQ security policy normally blocks - catching an access gap before the dashboard goes live rather than after an audit. ## Faq ### Can end users personalize their own Kinetic homepage? **Answer:** Yes, within the widgets and pages made available to their assigned homepage, users can often rearrange, resize, or hide widgets for themselves, but they cannot create new BAQ-backed widgets or change the underlying data source without Active Homepage Maintenance access. ### Do Kinetic dashboards refresh in real time? **Answer:** Widgets typically refresh on a configurable interval or on page load/navigation, not via a persistent live connection, so there can be a short lag between a transaction happening and it appearing on a KPI tile - factor this into expectations for anything described as "real time." ### Can a dashboard widget link to a specific Kinetic screen? **Answer:** Yes, list widgets commonly support click-through navigation to the related record's detail screen (e.g. clicking an order row opens Order Entry for that order), configured as part of the widget's drill-down settings in Active Homepage Maintenance. ### What is the difference between a Kinetic dashboard and a classic System Dashboard? **Answer:** Classic System Dashboards are a separate, older grid-based tool built in Dashboard Maintenance with its own tracker/updateable-grid model, still supported for existing implementations. Kinetic Active Homepage dashboards are the newer widget/tile-based homepage experience built for the Kinetic UI and are the recommended path for new dashboard work. ## Search terms epicor kinetic dashboard, epicor active homepage maintenance, epicor kpi widget baq, epicor homepage dashboard tutorial, epicor kinetic tracker vs dashboard, build dashboard epicor kinetic --- Talk to an engineer: https://netray.co/contact?intent=erp_ai | Machine catalog: https://netray.co/agent/catalog.json