Difference between revisions of "How do I view my dashboards?"
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Katy Kitchen (talk | contribs) (Created page with "{{Review}} == Summary == Platinum Dashboards show you sales transactions for the current month in chart format. == More Information == They are accessible from within Plati...") |
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== Summary == | == Summary == | ||
| − | Platinum Dashboards show you | + | Platinum Dashboards are designed to show you a variety of information in chart format. |
== More Information == | == More Information == | ||
| − | + | The Dashboards are accessible from within Platinum itself but also via Platinum Online. This feature allows you to keep an eye on your business whilst you are away. | |
== Dashboards via Platinum == | == Dashboards via Platinum == | ||
| − | Go into the relevant module e.g. to see Workshop Sales go to {{Menu|{{WS}}}} then select {{Menu|Workshop Dashboard}} or {{Menu|Technician Dashboard}}. | + | Go into the relevant module, e.g. to see Workshop Sales, go to {{Menu|{{WS}}}} then select {{Menu|Workshop Dashboard}} or {{Menu|Technician Dashboard}}. |
| − | *The chart will default to the current month. | + | *The chart will default to the current month and year to date. |
| − | * Use the drop down menus to alter the data being reported on then click {{Button|Update}}. | + | * Use the drop down menus to alter the data being reported on, then click {{Button|Update}}. |
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== Dashboards via Platinum Online == | == Dashboards via Platinum Online == | ||
* Log into your Platinum Online account as explained [[How do I connect to my Platinum Online?#Logging into Platinum Online|here]]. | * Log into your Platinum Online account as explained [[How do I connect to my Platinum Online?#Logging into Platinum Online|here]]. | ||
| − | * From the "Sidebar" options, select the relevant option e.g. {{DataPrompt|Accounts}}, {{DataPrompt|Stock}}, {{DataPrompt| | + | * From the "Sidebar" options, select the relevant option e.g. {{DataPrompt|Accounts}}, {{DataPrompt|Stock}}, {{DataPrompt|Units}} or {{DataPrompt|Workshop}}. |
* Select the {{DataPrompt|Dashboard}}. | * Select the {{DataPrompt|Dashboard}}. | ||
| − | == See | + | == See also == |
| − | + | * [[Why are my dashboards not available on Platinum Online?]] | |
| − | * [[Why are my | + | * [[How do I view my Platinum sales figures from my phone\tablet?]] |
| − | * [[How do I | ||
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| − | {{KB_Tags|platinum, online, dashboards, dashboard}} | + | {{KB_Tags|platinum, online, dashboards, dashboard}} |
| − | {{ | + | {{FAQ}}{{How}}{{KB_PlatinumOnline}} |
Latest revision as of 05:35, 19 June 2019
Contents
Summary
Platinum Dashboards are designed to show you a variety of information in chart format.
More Information
The Dashboards are accessible from within Platinum itself but also via Platinum Online. This feature allows you to keep an eye on your business whilst you are away.
Dashboards via Platinum
Go into the relevant module, e.g. to see Workshop Sales, go to " Workshop" then select " Workshop Dashboard" or " Technician Dashboard".
- The chart will default to the current month and year to date.
- Use the drop down menus to alter the data being reported on, then click [Update].
Dashboards via Platinum Online
- Log into your Platinum Online account as explained here.
- From the "Sidebar" options, select the relevant option e.g. "Accounts", "Stock", "Units" or "Workshop".
- Select the "Dashboard".
See also
- Why are my dashboards not available on Platinum Online?
- How do I view my Platinum sales figures from my phone\tablet?
