Difference between revisions of "Category:Dashboard"

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[[Category:Daily_Use]]
 
[[Category:Daily_Use]]
  ''This page explains how to use and customise the DASHBOARD''
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[[Category:Customise_Control_Panel]]
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<div class="heading">Dashboard</div>
 +
  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 (&#9776;) and then on "Original Dashboard".  
+
<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 {{#fas:lock}} icon and then on "Legacy Dashboard".  
  
 
__TOC__
 
__TOC__
 +
=Functions=
 
The dashboard shows you all relevant information on one screen and allows you to manage bookings and rooms.  
 
The dashboard shows you all relevant information on one screen and allows you to manage bookings and rooms.  
  
 +
==Interactive Front Desk==
 +
===Change or add Information to bookings===
 +
For the components "Arrivals",  "Departures" and "Current Guests", "Modified Bookings", "Latest Bookings" you can add "CQ editable" custom question columns. These columns show the questions which are activated in  {{#fas:cog}} (SETTINGS) PROPERTIES > BOOKING QUESTIONS and are editable.
 +
 +
If you view one property the column heading will show the name of the custom question. If you select a group or all properties only the custom question number can show because the custom questions could be different in each property.
 +
 +
=== 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:
 +
 +
<embedvideo service="youtube">https://youtu.be/skcNhO60858</embedvideo>
 +
 +
Also you can always check a guest in by opening the booking and setting the info code "Checkin" in the "Info" tab.
 +
 +
 +
In {{#fas:cog}} (SETTINGS) ACCOUNT > PREFERENCES "Check-in Rules" you can limit the check-in function for the Dashboard modules.
 +
 +
==Analytics and Information==
 +
 +
=Customize Dashboard=
 +
== Add components ==
 
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". You can now change the settings via the menu in the component (&#8942;).
+
*To customise the dashboard click 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;).
  
 
This video explains how to customise the dashboard:
 
This video explains how to customise the dashboard:
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You can:
 
You can:
  
=== Add components ===  
+
=== Add content ===  
 
You can add components from the selection in the drop down menu. Choose from:
 
You can add components from the selection in the drop down menu. Choose from:
  
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*'''Custom Reports'''  
 
*'''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.
+
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)
  
You have the option to select one or all properties (if you have multiple).  
+
Select the Custom report from the list. The display on the Dashboard will show the Report Name you entered in REPORTS->CUSTOM REPORTS.
  
 
*'''Graphs'''
 
*'''Graphs'''
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*'''Housekeeping'''
 
*'''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".  
+
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 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.
 +
 
  
 
*'''Potential Issues'''  
 
*'''Potential Issues'''  
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*'''Statistics'''
 
*'''Statistics'''
For most Statistics you can change the period you want to see. To change the period click on  the hamburger menu right above the content and click "Unlock".  
+
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.
+
*'''Notes'''
 +
An editable notes filed 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 tourist office
 +
*weather
  
=== Arrange components ===  
+
<span style="color:#007bff;“ >{{#far:question-circle}}  </span> The display of many components on one dashboard can affect the performance. Consider using multiple dashboards instead.
 +
 
 +
=== External content ===
 +
You can use the "Notes" module on the Dashboard to integrate content from an external system (ie. task management, calendars, weather forecast) via an iFrame.
 +
 
 +
*Click on "Edit"
 +
*Click on "Source"
 +
*Add the iframe in following format replacing the "https://myURL.com" with the URL of the page you want to embed:
 +
 
 +
<code><iframe frameborder="0" height="500" src="https://myURL.com" style="width: 100%;" scrolling="no" ></iframe></code>
 +
 
 +
*If required also adjust the "height" value.
 +
 
 +
=== Arrange content ===  
 
*Drag and drop components to position them where you want.
 
*Drag and drop components to position them where you want.
 
*Resize component
 
*Resize component
  
=== Remove components ===  
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=== Remove content ===  
 
Remove components clicking into the right menu of the element and then on "Remove Component".
 
Remove components clicking into the right menu of the element and then on "Remove Component".
  
=== Add/remove Columns in a Component ===  
+
=== 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.
 
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.
  
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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.
 
===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.
 
  
 
=== Save changes===  
 
=== Save changes===  
  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===  
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If you have sub accounts you can use the "Clone" function to make custom dashboards available in other 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.
+
Click on the 'User' icon on the top right and then on 'Account Management (in the old control panel SUB ACCOUNT in the top right) and select 'Clone Account Settings' button.
  
== Check guests in and check guests out ==
+
=Multiple dashboards /  multiple devices / mobiles use =
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:
+
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.  
<embedvideo service="youtube">https://youtu.be/skcNhO60858</embedvideo>
+
= Troubleshooting =
 
 
Also you can always check a guest in by opening the booking and setting the info code "Checkin" in the "Info" tab.
 
 
 
== Troubleshooting ==
 
 
If you are using "Private Mode" on your browser locking and unlocking the screen might now word.
 
If you are using "Private Mode" on your browser locking and unlocking the screen might now word.

Revision as of 10:34, 30 July 2020

Dashboard
This page explains how to use and customise the DASHBOARD

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 icon and then on "Legacy Dashboard".

1 Functions

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

1.1 Interactive Front Desk

1.1.1 Change or add Information to bookings

For the components "Arrivals", "Departures" and "Current Guests", "Modified Bookings", "Latest Bookings" you can add "CQ editable" custom question columns. These columns show the questions which are activated in (SETTINGS) PROPERTIES > BOOKING QUESTIONS and are editable.

If you view one property the column heading will show the name of the custom question. If you select a group or all properties only the custom question number can show because the custom questions could be different in each property.

1.1.2 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 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.


In (SETTINGS) ACCOUNT > PREFERENCES "Check-in Rules" you can limit the check-in function for the Dashboard modules.

1.2 Analytics and Information

2 Customize Dashboard

2.1 Add components

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:

2.1.1 Add content

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

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)

Select the Custom report from the list. The display on the Dashboard will show the Report Name you entered in REPORTS->CUSTOM REPORTS.

  • Graphs

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 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.


  • 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.

  • Notes

An editable notes filed 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 tourist office
  • weather

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

2.1.2 External content

You can use the "Notes" module on the Dashboard to integrate content from an external system (ie. task management, calendars, weather forecast) via an iFrame.

  • Click on "Edit"
  • Click on "Source"
  • Add the iframe in following format replacing the "https://myURL.com" with the URL of the page you want to embed:

<iframe frameborder="0" height="500" src="https://myURL.com" style="width: 100%;" scrolling="no" ></iframe>

  • If required also adjust the "height" value.

2.1.3 Arrange content

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

2.1.4 Remove content

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

2.1.5 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.

2.1.6 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.

2.1.7 Save changes

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

2.1.8 Restore Default

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

2.1.9 Dashboards in sub accounts

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

Click on the 'User' icon on the top right and then on 'Account Management (in the old control panel SUB ACCOUNT in the top right) and select 'Clone Account Settings' button.

3 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.

4 Troubleshooting

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

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