Changes

The dashboard gives you an overview of your account at a glance. You can see your latest bookings, upcoming arrivals [[Category:Daily_Use]][[Category:Customise_Control_Panel]]<div class="heading">Dashboard</div> This page explains how to use and departures.customise the DASHBOARD

To view details or edit doubleclick <span style="color: #f3e504; font-size: 250%;" >{{#fas:lightbulb}} </span> If you are using the old version of the dashboard click on the "Try it" link. If you want to change back to the old version click on the booking{{#fas:lock}} icon and then on "Legacy Dashboard".

In beta phase {{#fas:cog}} (SETTINGS) ACCOUNT > PREFERENCES "Check-in Rules" you can *Access Dashboard 2 when you click on DASHBOARD then add limit the number 2 to check-in function for the URL: [https://beds24.com/control2.php?pagetype=dashboard2 https://beds24.com/control2.php?pagetype=dashboard2]*Roll your own. A default view with default components will be available with official releaseDashboard modules.

Dashboard 2 is fully customisable. You can choose which content to display, where to display it =Analytics and set the size of each component on the dashboard. Information=

To customise the =Customize Dashboard= The dashboard click on is fully customisable. You can choose which content to display, where to display it and set the hamburger menu size of each component on the right and tick "Unlock"dashboard.

This video explains how to *To customise the dashboardclick on the hamburger menu (&#9776;) on the right and tick "Unlock".*To customise the individual component use the menu in the right corner of the box (&#8942;).

<embedvideo service="youtube">https://www.youtube.com/watch?v=5huZfqELRmA&feature=youtu.be/c45dHrA7stE</embedvideo>

=== Add components =content ==

You have the option to select one or all properties (if you have multiple) and choose which columns to see. The order of the columns is also customisable. Some components allow you to perform actions like check a guest in or check a guest out directly from the dashboard.  To change the settings click on the sandwich menu right above the content and click "Unlock".

To set them up go to Create the report in REPORTS->CUSTOM REPORTS. If you want to use a custom report on the dashboard set it "Layout" = tabular.

You have the option to select one or all properties (if you have multiple).

To change Select the settings click Custom report from the list. The display on the sandwich menu right above Dashboard will show the content and click "Unlock"Report Name you entered in REPORTS->CUSTOM REPORTS.

You have the option to select one or all properties (if you have multiple) and the period you want to see.  *'''Housekeeping'''You can change the status and add a note if required. The changes you make in this components will reflect in the CALENDAR. The default statuses can be changed in {{#fas:cog}} (SETTINGS) ACCOUNT->PREFERENCES under "Unit Status Presets".  The Housekeeping component "Units" shows you a list of your units. The status of the units is unrelated to bookings.  The Housekeeping component "Bookings" shows a list of your units and the status of the unit related to the bookings.

You have the option to select one or all properties (if you have multiple).  To change the settings click on the sandwich menu right above the content and click "Unlock".

You have the option to select one or all properties (if you have multiple) and the period you want to see.  To Then change the settings click on via the sandwich menu right above in the content and click "Unlock"component.

For most Statistics you can change the period you want to see. To change the period click on the sandwich menu right above the content and click "Unlock".   === Arrange components === *Drag and drop components to position them where you want.*Resize component

=== Remove components === *'''Notes'''Remove components clicking into An editable notes field which allows also to add HTML. You can also use it to embed information from other systems via an Iframe. Some ideas on what to use this option for:*Google doc, sheet or form*calendar*information from the right menu of the element and then on "Remove Component".tourist office*weather

<span style=== Choose to see "color:#007bff;“ >{{#far:question-circle}} </span> The display of many components on one property or all === If you have dashboard can affect the performance. Consider using multiple properties you can choose to show one component for each propertydashboards instead.

=== Set up multiple dashboards External content === If required you You can set up multiple screens for example for desktop and mobile viewuse the "Notes" module on the Dashboard to integrate content from an external system (ie. You can rename each of your dashboardstask management, calendars, weather forecast) via an iFrame.

Make sure you lock the screen when you are done by clicking <code><iframe frameborder="Unlock0" again to avoid accidental changesheight="500" src="https://myURL.com" style="width: 100%;" scrolling="no" ></iframe></code>

== Check guests in and check guests out ==*If you are using required also adjust the components "Arrivalsheight", "Departures" and "Current Guests" you can manage the check-in and check-out process from the dashboard and see which guets are currently checked-invalue. This video explains how to check guests in and how to check guests out:

<embedvideo service="youtube">https://www.youtube.com/watch?v=ZZuxQY5Bs8M&feature=youtuArrange content === *Drag and drop components to position them where you want.be</embedvideo>*Resize component

Also you can always check a guest in by opening == Remove content ==Remove components clicking into the booking right menu of the element and setting the info code "Checkin" in the then on "InfoRemove Component" tab.

<div style="color: #fff">== Add/remove columns in a component === Available Statistics are: Click on Component you wish to change, click on the 3 vertical dots, go to 'Columns' and tick/untick the columns you wish to add/remove from your component.

Booking Volume: Shows the value of the bookings== Multiple Properties ===If you have multiple properties you can choose to show one component for each property. MARK: <span class="icon-suitcase "></span>

Number of Bookings: Shows If required you can add a column "Property" to show the number of bookingsproperty name. MARK: <span class="icon-suitcase "></span>

Bookings: Shows the number of bookings and the value of the bookings. MARK: == Save changes===<span classstyle="iconcolor: #f3e504; font-suitcase size: 250%;">{{#fas:lightbulb}} </span> Make sure you lock the screen when you are done by clicking "Unlock" again to avoid accidental changes.

Occupancy: Shows == Restore Default===To restore the total occupancy of default remove all properties and rooms in content then refresh the accountpage. MARK: <span class="glyphicon glyphicon-home" aria-hidden="true"></span>

Booking Page Views: Shows how often the booking page was shown. MARK: improve description <span class="glyphicon glyphicon-eye-open" aria-hidden=Dashboards in sub accounts==If you have sub accounts you can use the "trueClone"></span>function to make custom dashboards available in other accounts.

Available Rooms Click on the 'User' icon on the top right and then on 'Account Management (Today onlyin the old control panel SUB ACCOUNT in the top right): Shows how many rooms are available for bookingand select 'Clone Account Settings' button. MARK: <span class="glyphicon glyphicon-bed" aria-hidden="true"></span>

  '''Notes Module shows unable to 'edit'Charts''' Booking Source: Pie chart showing  ADR (Average Daily Rate): RevPar (Revenue per available room):  </div> == Troubleshooting ==If Check you are using "Private Mode" have the Notes Module only once. Multiple same note widgets on your browser locking and unlocking the screen might now wordsame dashboard are not supported.