Customizable Dashboards

After you have created your reports, you can create a customized dashboard to view the information that is most important to your business.

• Click on the plus icon and select Dashboard Tab.

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• Create a new dashboard by entering the necessary details and clicking the Create button.

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• Now, click on the Reports folder and drag and drop the reports you want to see on the dashboard.

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• You can also create multiple dashboards by clicking on the Create Sub Tab. This way you can view related sales reports in one dashboard while viewing product-related reports and charts in another.

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*You can preview the dashboard created or directly click on Publish.

Preview mode

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• Once published, you can see the details as shown below.
• Edit whatever is needed and click on Save.

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• Dashboard shown in the favorites view below, double click on the dashboard to view content.