Take control of your reporting by customizing metrics and their layout, making it uniquely yours for a more insightful and streamlined decision-making process.
This article guides you through the process of tailoring the layout of your dashboard overview and snapshots, ensuring an efficient display of key metrics that align with your unique business priorities and preferences.
Add, remove, and rearrange your dashboard layout
Make it easy to focus on the profit indicators you care about most by personalizing the layout of your overview dashboard.
Navigate to Dashboard
Click Customize Dashboard (sliding buttons).
Drag the metrics to rearrange them per your preferred order
Click the check boxes next to each section to hide or show it on your dashboard.
Click Save when you're done, or click the 'X' button to exit the window without saving your last changes.
Restore to default to go back to 'factory settings' (how they were arranged when you first started using the app)
Add, remove, and rearrange your dashboard metrics
Navigate to Dashboard
On the Overview section, Click Customize (sliding buttons).
Drag the metrics to rearrange them per your preferred order
Click the check boxes next to each metric to hide or show it on your dashboard.
Click Save when you're done, or click the 'X' button to exit the window without saving your last changes.
Restore to default to go back to 'factory settings' (how they were arranged when you first started using the app)
Add, Remove, and rearrange the layout of your daily snapshot
Choose which key metrics will show in the summary of your shop's performance from the past 24 or 48 hours.
Navigate to Dashboard
Click Customize Dashboard Snapshot (three sliding buttons).
Click the check boxes next to each metric to hide or show it on your dashboard.
Click Save when you're done, or click the 'X' button to exit the window without saving your last changes.
Restore to default to go back to 'factory settings' (how they were arranged when you first started using the app)