Vault Dashboard

The Vault Dashboard provides a comprehensive overview of your venue's cash and chip inventory status. This screen serves as the central hub for monitoring current balances, tracking window distributions, and accessing the core functionality of the vault management system.

What It Does

The Vault Dashboard displays real-time information about your venue's cash and chip holdings, showing the current vault balance, issued banks, and pending transactions. It provides quick access to critical financial data and serves as the gateway to more detailed vault management functions, offering both high-level summaries and transaction-level details.

Who It's For

Vault managers, cage supervisors, accounting staff, and compliance officers who need to monitor overall financial status, track window distributions, and maintain control over the venue's cash and chip inventory.

Accessing Vault Dashboard

1. From the main CardOpz menu, click on the Vault icon (gray safe icon)

2. Select "Dashboard" from the left navigation panel

3. The Vault Dashboard will display with current balances and window distributions

Interface Components

Status Summary Cards

Top section displaying key financial metrics:

• Current Balance: Total value of all cash and chips in the vault

• Issued Banks: Total value of banks currently issued to dealers/tables

• Pending Window Fill/Credit: Number of pending window transactions

Tab Navigation

Central tabs for accessing different views:

• Window Banks: View of all cage window accounts

• Fills/Credits: Transaction history for window operations

Export Controls

Buttons for data extraction and reporting:

• Copy: Copy data to clipboard

• Excel: Export to Excel format

• CSV: Export to comma-separated values format

• PDF: Export to PDF format

• Print: Print current view

Window List Grid

Detailed listing of all cage windows:

• Window: Window name/location identifier

• Current Balance: Current monetary value in window

• Name: Associated staff member or department

• Role: Security role of assigned personnel

• EmployeeId: Unique identifier for responsible employee

• Created Date: When window was established

• Created Time: Time window was created

• Actions: Option buttons for window operations

Using Vault Dashboard

Monitoring Financial Status

1. Review the summary cards for quick status overview

2. Note the current vault balance for overall financial position

3. Track issued banks to monitor cash/chips on the floor

4. Check for any pending fill/credit requests

Managing Windows

1. View the Window Banks tab for detailed window information

2. Monitor individual window balances

3. Note window assignment to specific employees

4. Use action buttons to manage individual windows

Tracking Transactions

1. Click the Fills/Credits tab to view transaction history

2. Review transaction details including amounts, times, and personnel

3. Monitor patterns in window activity

4. Export transaction data for reporting and analysis

Exporting Data

1. Use export controls to generate reports

2. Select appropriate format based on needs:

   • Excel for detailed analysis

   • PDF for formal documentation

   • Print for physical records

3. Filter data as needed before exporting

4. Maintain exports according to retention policies

Best Practices

Financial Monitoring

• Review the dashboard at the beginning and end of each shift

• Verify balances match physical counts regularly

• Track window assignments and balances consistently

• Document any discrepancies promptly

• Maintain proper separation of duties

Operational Efficiency

• Use the dashboard to identify bottlenecks in cage operations

• Monitor window balances to ensure adequate working capital

• Track transaction patterns to optimize staffing levels

• Generate regular reports for trend analysis

• Maintain comprehensive audit trails

Security Considerations

• Limit dashboard access to authorized personnel

• Log out of the system when not in use

• Verify window assignments match scheduled staff

• Document reason for unusual transactions

• Follow dual-control procedures for sensitive operations

Common Questions

How often is the dashboard updated?

The dashboard information is updated in real-time as transactions occur in the system. Balances, window statuses, and pending actions reflect the current state of operations at all times.

What's the difference between Current Balance and Issued Banks?

Current Balance represents the total value of all cash and chips currently in the main vault, while Issued Banks shows the total value of banks that have been issued to dealers or tables but not yet returned to the vault.

How do I reconcile a discrepancy in reported balances?

First, verify the physical count against the system report. Document any variances according to venue procedures. Use the transaction history to trace all movements. If needed, generate detailed reports for further investigation. Always follow venue policies for variance resolution.

Can I customize what appears on the dashboard?

The main metrics cannot be modified, but you can filter the window list and transaction views using the search function. For specialized reporting needs, use the export functions to create customized reports in Excel.

Related Features

For more information on vault operations, see:

• Vault Inventory

• Locations/Windows

• Vault Settings

• Employee Cage

• Cash and Chip Management Reports