Difference between revisions of "Category:Dashboard"

The dashboard gives you an overview of your account at a glance. You can see your latest bookings, upcoming arrivals and departures.

To view details or edit doubleclick on the booking.

1 Dashboard 2

---Currently in beta---

In beta phase you can

• Access Dashboard 2 when you click on DASHBOARD then add the number 2 to the URL: https://www.youtube.com/watch?v=5huZfqELRmA&feature=youtu.be
• Roll your own. A default view with default components will be available with official release.

Dashboard 2 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".

This video explains how to customise the dashboard.

You can:

1.1 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 properties (if you have multiple) and choose which columns to see. 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".

• Custom Reports

To set them up go to REPORTS->CUSTOM REPORTS.

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

To change the settings click on the sandwich menu right above the content and click "Unlock".

• Graphs

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

To change the settings click on the sandwich menu right above the content and click "Unlock".

• Potential Issues

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

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

To change the settings click on the sandwich menu right above the content and click "Unlock".

• Standard Reports

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

To change the settings click on the sandwich menu right above the content and click "Unlock".

• Statistics

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".

1.2 Arrange components

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

1.3 Remove components

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

1.4 Choose to see one property or all

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

1.5 Set up multiple dashboards

If required you can set up multiple screens for example for desktop and mobile view.

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

2 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 guets are currently checked-in. This video explains how to check guests in and how to check guests out:

3 Troubleshooting

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