---
title: BAP Dashboard Overview & Navigation Guide
description: This article provides an overview of the BAP Dashboard and explains how to navigate core features, locate key tools, manage vendors, access reports, and communicate through the Message Center. Use this guide as a reference for understanding the layout and functionality within BAP.
---
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# BAP Dashboard Overview & Navigation Guide
This article provides an overview of the BAP Dashboard and explains how to navigate core features, locate key tools, manage vendors, access reports, and communicate through the Message Center. Use this guide as a reference for understanding the layout and functionality within BAP.
**Accessing the Dashboard**
When you log into BAP, you will automatically land on the Dashboard.
You can return to the Dashboard at any time by selecting **Dashboard** from the main menu.
#### **User Menu Overview**
The **User Menu** is located in the upper‑right corner of the screen. From here, you can:
- Access the **Message Center**
- Edit your **User Profile**
- Change your **Password**
- Open the **Knowledge Base**
- **Log Out** of the system
The User Menu provides quick access to personal settings and support resources.
#### **Dashboard Layout and Key Components**
### **Search and Filter Bar**
Located at the top of the Dashboard, the Search and Filter Bar allows you to refine the invoice data displayed.
You can filter by vendor, invoice status, company, date ranges, and other criteria. Once you apply your filters, click **Search**.
### **Invoices by Company**
Shows a count of invoices that match your search criteria, grouped by vendor. This provides a quick snapshot of invoice volume by company.
### **Invoices List**
Displays individual invoices and their statuses.
Click any invoice to open it and view its details.
### **Invoices by Variance**
Shows invoices that contain charges or fees **outside of the vendor’s contract or fee agreement**.
This column quickly identifies invoices that may require closer review.
#### **Using Expand and Collapse View**
The **Expand View** button enlarges the dashboard to show additional metrics and a more comprehensive overview of invoice activity.
To return to the standard dashboard layout, select **Collapse View**.
This feature is useful when you need extended visibility into invoice statuses or a more detailed data comparison.
#### **Supplement Dashboard**
You can navigate between two dashboard types:
- **Normal Invoice Dashboard**
- **Supplement Invoice Dashboard**
The Supplement Dashboard operates the same way as the normal dashboard but displays only **supplement invoices**.
Use this when managing add‑on or follow‑up billing items submitted by vendors.
#### **Invoice Icons and Quick View Tools**
### **Information Icon**
Hover over the information icon next to an invoice to view basic invoice details, such as the vendor, amount, and status.
### **Red Dot Indicator**
A red dot next to an invoice indicates that supplements are attached to that invoice.
Clicking the icon opens a **Quick View**, where you can review supplement information or click **View** to open the full invoice.
### **Interactive Graphs**
All dashboard graphs are clickable. Selecting a bar or section of a graph displays the list of invoices represented in that graph.
This enables quick drill‑downs and faster navigation to specific invoice groups.
#### **Managing Company Settings**
### **Manage My Company**
Navigate to **My Company \> Manage My Company** to:
- Update company details
- Upload or replace company logos
- Adjust organizational configurations
### **Manage Users**
Select **Manage Users** to:
- View user accounts
- Add new users
- Edit or disable existing users
These tools allow administrators to control access and maintain accurate account information.
#### **Vendor Management Tools**
Select **Vendor Management** from the main menu to access the vendor‑specific dashboard.
### **Vendor Invoice Management**
Choose a vendor and click **Select** to view that vendor’s invoice management page.
Here you can review, manage, and track all invoices submitted by the vendor.
### **Rules Tab**
Use the **Rules** tab to:
- View existing assignments
- Edit assignments
- Add new assignments based on your workflow
### **Supplemental Rules Tab**
This area allows you to view, edit, or add **supplement‑specific** assignment rules for the vendor.
#### **Message Center**
The **Message Center** displays your messages and provides a communication thread between you and vendors.
### **Key Features**
- Unread messages are indicated with a yellow alert icon
- Messages open in a threaded view for easy tracking
- Vendors commonly respond to **rejected invoices** through the Message Center
This tool supports faster follow‑up and improved communication.
#### **Reports**
Under the **Reports** section, you can generate and export system reports.
### **How to Run a Report**
1. Select a report from the menu
2. Apply optional filters
3. Click **Show Report**
4. Click **Export** to download the report in Excel format
Reports help support financial tracking, auditing, and operational analysis.
#### **Settings (Role‑Based Options)**
Options under **Settings** vary depending on your system permissions.
Depending on your access, you may be able to:
- Copy rules between vendors
- Manage permission sets
- Reset passwords for your organization’s users
- Access additional configuration tools
These features support system administration and operational consistency.
#### **Conclusion**
The BAP Dashboard provides a centralized workspace for invoice management, vendor oversight, reporting, user configuration, and system communication.
Understanding each section of the dashboard helps streamline workflows, reduce navigation time, and improve your overall efficiency within BAP.
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