Difference between revisions of "Category:Dashboard"

This page explains how to use and customise the DASHBOARD

Note: 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 hamburger menu (☰) and then on "Legacy Dashboard". 

The dashboard shows you all relevant information on one screen and allows you to manage bookings and rooms.

The dashboard is fully customisable. You can choose which content to display, where to display it and set the size of each component on the dashboard.

To customise the dashboard click on the hamburger menu (☰) on the right and tick "Unlock".
To customise the individual component use the menu in the right corner of the box (⋮).

This video explains how to customise the dashboard:

You can:

1 Add components

You can add components from the selection in the drop down menu. Choose from:

• Components

These are specially constructed reports

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.

• Custom Reports

To set them up go to 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).

• Graphs

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

• Housekeeping

The Housekeeping component "Units" shows you an overview on your units. You can change the status and add a note if required. The changes you make in this component will reflect in the CALENDAR. The default statuses can be changed in SETTINGS->ACCOUNT->PREFERENCES under "Unit Status Presets".

• Potential Issues

Issues with your set up which you should address to avoid problems.

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

• Standard Reports

You have the option to select one or all properties (if you have multiple) and the period you want to see. Then change the settings via the menu in the component.

• Statistics

For most Statistics you can change the period you want to see.

Note: The display of many components on one dashboard can affect the performance. Consider using multiple dashboards instead.

2 Arrange components

• Drag and drop components to position them where you want.
• Resize component

3 Remove components

Remove components clicking into the right menu of the element and then on "Remove Component".

4 Add/remove Columns in a Component

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.

5 Multiple Properties

If you have multiple properties you can choose to show one component for each property.

If required you can add a column "Property" to show the property name.

6 Multiple dashboards / multiple devices / mobiles use

If required you can set up multiple screens for example for desktop and mobile view. You can rename each of your dashboards. Cookies are used to remember which dashboard was last viewed on a device.

7 Save changes

Make sure you lock the screen when you are done by clicking "Unlock" again to avoid accidental changes.

8 Restore Default

To restore the default remove all content then refresh the page.

9 Dashboards in sub accounts

If you have sub accounts you can use the "Clone" function to make custom dashboards available in other accounts.

Go to Sub Account (top right menu), and select 'Clone Account Settings' button.

10 Check guests in and check guests out

If you are using the components "Arrivals", "Departures" and "Current Guests" you can manage the check-in and check-out process from the dashboard and see which guests are currently checked-in. This video explains how to check guests in and how to check guests out:

Also you can always check a guest in by opening the booking and setting the info code "Checkin" in the "Info" tab.

11 Troubleshooting

If you are using "Private Mode" on your browser locking and unlocking the screen might now word.