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.

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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.
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