Dashboard overview
Create a customisable view of what's important.
Locating this section in app: Dashboard
Dashboard page features
Use date range and filters to create a view to suit.
Time period
Select from the dropdown:
Last 30 days (the default setting)
Month to date
Quarter to date
Year to date
All time
Order Date
Display information by Order Date.
🗒️ Note: you need to apply a From and To date if searching a date range.
Statuses
Select Status/es:
Include draft
Include archived
Include delivered
Include picked up
Add Card
Browse by category or scroll to view cards to add to your dashboard.
Select Add to Dashboard to add a new card.
📽️ Video clips: editing your Dashboard.
Edit Dashboard
Edit Dashboard to resize and rearrange cards.
Create high level insights by dragging the bottom right corner of a card towards the top left corner
Select Card to move it to the required location
Duplicate cards to display high level insights and detailed cards
🗒️ Note: Save Dashboard when editting completed.
Duplicate cards
Select kebab/other option menu > Duplicate to create the same card, resize to create high level insights or detailed cards.
Delete cards
Select kebab/other option menu > Delete to remove card from view.
Export to Excel and/or CSV format
Select kebab/other option menu > Export to Excel Format or Export to CSV Format to download specific data.