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 buttons
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
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
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
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
Personal
Add Card
Add Card
From Dashboard select
add card.
Browse by category or scroll to view Cards to add to your Dashboard.
Select
Add to Dashboardto select and add a new Card to your Dashboard.
Edit Card
Edit Card
Edit Dashboard to resize and rearrange Cards.
Resizing Card: Drag the bottom right corner of a Card towards the top left corner to minimise the Card.
Rearrange Card: Select a Card and drag it to the required location.
🗒️ Note: Save Dashboard when editing is completed.
Delete Card
Delete Card
Select the kebab/other option menu on a Card.
Select
Deleteto remove a Card from view.
Duplicate Card
Duplicate Card
Select the kebab/other option menu on a Card.
Select
Duplicateto 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
Export to Excel and/or CSV format
Select the kebab/other option menu on a Card.
Select
Export to Excel FormatorExport to CSV Formatto download data.