Dashboard overview
Create a customisable view highlighting key information.
📍Where to find it in the app:
Dashboard
Factory logo
👥 Access Permissions: only available to users with assigned permissions for accessing Dashboard. Please review user roles prior commencing.
📝 Note: Each logged-in user has an independent Dashboard that can be customised.
Dashboard page features
Create Orders
Use the Create Orders buttons to generate new orders:
Select Create sales order or Create purchase order
Enter a Customer or Supplier name
Select Create order
Filters
Apply filters and date ranges to refine the Dashboard 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 data based on the Order Date (the date an Order was created).
📝 Note: A From and To date must be applied when searching a custom date range.
Statuses
Filter by order status:
Include draft
Include archived
Include delivered
Include picked up
Cards
Cards are customisable widgets that display key data on the Dashboard. Categories include:
Business Management
Work Management
Personal
Add Card
Select Add card from the Dashboard
Browse by category or scroll through available cards
Select Add to Dashboard to include a card
Edit Card
Modify the layout and size of cards in edit mode.
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: Select Save Dashboard after completing edits.
Delete Card
Open the ⋮ (more options) menu on a card
Select Delete to remove the card
Duplicate Card
Open the ⋮ (more options) menu on a card
Select Duplicate to create a copy
Resize and reposition to create high-level or detailed views
Export Data
Open the ⋮ (more options) menu on a card
Select Export to Excel Format or Export to CSV Format to download data