Introduction
Dashboards are accessed within the Company Dashboard section of the landing page when you first log into Centegra Plus. You can also access the dashboards via the main menu: Reports & Analysis > Dashboards.
The dashboards that you see are those assigned the user role associated with your user account, as per the Dashboard Configuration.
When accessing a dashboard, it will automatically load with either sales so far today, or sales for yesterday, as per the Dashboard Configuration. When accessing the dashboard when logged into a standard site, data for that site only is shown. However, when accessing the dashboard when logged into the HQ site, data for all sites that the user accessing the dashboard has access to is shown.
Dashboards are fully customisable, therefore the layout of each dashboard will vary depending on its configuration. However, there are some consistencies to be aware of which this article summarises:
To watch a video tutorial outlining all of this information please click here.
Filter Form
Each dashboard has a Filter Form section. Here, you can:
- Select another date to report on within Date Range.
- Select [GENERATE PDF] to export the dashboard to PDF.
- Select [SCHEDULE DASHBOARD] to create a Saved Report and set up the dashboard to email out a PDF version periodically.
Dashboard PDF Export
When [GENERATE PDF] is selected in the Filter Form above, once the PDF has generated, the Dashboard PDF Export section becomes available. Here, you can:
- Select [OPEN PDF] to view/download a PDF copy of the dashboard on your device.
- Select [EMAIL PDF] to send a PDF copy to the email addresses set within the To/CC/BCC fields, along with any message defined within the Add A Message To Your Email section.
Dashboard Output
The dashboard is then split into sections as per the Dashboard Configuration.
Each section has a header and, if defined, a description.
Widgets with each section are displayed as per the individual widget setup, where each has a header and, if defined, a description. For more information on each widget, Click Here.