Dashboard overview
Create a customisable view of what's important to you.
Locating this section in app: Dashboard
🗒️ Note: each logged-in user has their own independent Dashboard to edit.
Dashboard page features
Create Orders
Create Sales and Purchase Orders directly from the Dashboard.
Select either Create sales order or Create purchase order > enter a Customer's/Supplier's name > select Create order.
Filters
Use date range and filters to create a view.
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 (the date an Order was created).
🗒️ 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
Cards
Customisable widgets that can be added to the Dashboard. Categorise into:
Business Management
Work Management P
Personal
Add Card
Browse by category or scroll to view cards to add to your Dashboard.
Select Add to Dashboard to select and add a new card to your Dashboard.
Delete Cards
Select the kebab/other option menu on a Card > Delete to remove a card from view.
Duplicate Cards
Select the kebab/other option menu on a Card > Duplicate to recreate the same card, then resize to create high level insights or detailed cards, and move to desired location.
Export to Excel and/or CSV format
Select the kebab/other option menu on a Card > Export to Excel Format or Export to CSV Format to download data.
Edit Dashboard
Edit Dashboard to resize and rearrange cards.
Create high level insights by resizing a card. Drag the bottom right corner of a card towards the top left corner to minimise the card
Select a card and drag it to the required location
🗒️ Note: Save Dashboard when editing is completed.