Category:Dashboard: Difference between revisions

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Tag: Manual revert
 
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*Housekeeping module to manage cleaning and maintenance
*Housekeeping module to manage cleaning and maintenance


To customise the dashboard click on the hamburger menu (☰) on the right and tick "Unlock".
To customise the dashboard click on the padlock  on the right and tick "Unlock".
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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.  
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 (&#9776;) on the right and tick "Unlock".
*To customise the dashboard click 'padlock' on the right and tick "Unlock".
*To customise the individual component use the menu in the right corner of the box (&#8942;).
*To customise the individual component use the menu in the right corner of the box (&#8942;).


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


== Multiple Properties ===
=== Multiple Properties ===
If you have multiple properties you can choose to show one component for each property.  
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.
If required you can add a column "Property" to show the property name.


== Save changes===
== Save changes==
<span style="color: #f3e504; font-size: 250%;" >{{#fas:lightbulb}} </span>  Make sure you lock the screen when you are done by clicking "Unlock" again to avoid accidental changes.
<span style="color: #f3e504; font-size: 250%;" >{{#fas:lightbulb}} </span>  Make sure you lock the screen when you are done by clicking "Unlock" again to avoid accidental changes.


== Restore Default===
== Restore Default==
To restore the default remove all content then refresh the page.  
To restore the default remove all content then refresh the page.


== Dashboards in sub accounts==
== Dashboards in sub accounts==
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  '''Notes Module  shows unable to 'edit''''
  '''Notes Module  shows unable to 'edit''''
  Check you have the Notes Module only once. Multiple same note widgets on the same dashboard are not supported.
  Check you have the Notes Module only once. Multiple same note widgets on the same dashboard are not supported.
'''Housekeeping Units module - Table not being able to be sorted'''
Units can have two conditions in the table, for example a departure and an arrival on the same day. When this happens the table becomes complex and non sortable. There is an option for the module called "Group by Unit" the default is YES which is the current behavior. Switching it to NO will create a simple always sortable table.