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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".
Dashboard 2 is fully customisableIf you view one property the column heading will show the name of the custom question. You If you select a group or all properties only the custom question number can choose which content to display, where to display it and set show because the size of custom questions could be different in each widget on the dashboardproperty.
To customise === Check guests in and check guests out ===If you are using the dashboard click on components "Arrivals", "Departures" and "Current Guests" you can manage the hamburger menu on check-in and check-out process from the right dashboard and tick "Unlock"see which guests are currently checked-in. This video explains how to check guests in and how to check guests out:
This video explains how to customise the dashboard<embedvideo service="youtube">https://youtu. be/skcNhO60858</embedvideo>
You Also you can:always check a guest in by opening the booking and setting the info code "Checkin" in the "Info" tab.
=== Add modules ===
You can add widgets from the selection in the drop down menu. Choose from:
*'''Custom Reports''' To set them up go to REPORTSIn {{#fas:cog}} (SETTINGS) ACCOUNT > PREFERENCES "Check->CUSTOM REPORTSin Rules" you can limit the check-in function for the Dashboard modules.
You have the option to select one or properties (if you have multiple). ==Analytics and Information==
To change =Customize Dashboard= == Add components == The dashboard is fully customisable. You can choose which content to display, where to display it and set the settings click size of each component on the sandwich menu right above the widgets and click "Unlock"dashboard.
To change This video explains how to customise the settings click on the sandwich menu right above the widgets and click "Unlock". dashboard:
*'''Potential Issues''' Issues with your set up which you should address to avoid problems<embedvideo service="youtube">https://youtu. be/c45dHrA7stE</embedvideo>
To change === Add content === You can add components from the settings click on selection in the sandwich drop down menu right above the widgets and click "Unlock". Choose from:
To change You have the settings click on option to select one or all properties (if you have multiple) and choose which columns to see. The order of the sandwich menu right above columns is also customisable. Some components allow you to perform actions like check a guest in or check a guest out directly from the widgets and click "Unlock"dashboard.
*'''Widgets'''These are You have the widgets from dashboard 1 plus some new additions.option to select one or all properties (if you have multiple)
=== Arrange modules === *Drag and drop widgets to position them where Select the Custom report from the list. The display on the Dashboard will show the Report Name you wantentered in REPORTS->CUSTOM REPORTS.*Resize widgets
=== Remove modules === *'''Graphs'''Remove Widgets by clicking into You have the right menu of option to select one or all properties (if you have multiple) and the element and then on "Remove Widget"period you want to see.
=== Choose to see one property or all === *'''Housekeeping'''If you have multiple properties 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 choose to show one widget for each propertybe changed in {{#fas:cog}} (SETTINGS) ACCOUNT->PREFERENCES under "Unit Status Presets".
=== Set up multiple dashboards === If required The Housekeeping component "Units" shows you can set up multiple screens for example for desktop and mobile viewa list of your units. The status of the units is unrelated to bookings.
Make sure you lock the screen when you are done by clicking "Unlock" again to avoid accidental changes.
<div style="color: #fff">*'''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.
In beta phase you *'''Notes'''An editable notes field which allows also to add HTML. You can access Dashboard 2 when you click also use it to embed information from other systems via an Iframe. Some ideas on DASHBOARD then add the number 2 what to use this option for:*Google doc, sheet or form*calendar*information from the URL: <nowiki>https://beds24.com/control2.php?pagetype=dashboard2</nowiki>tourist office*weather
Available Statistics are<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.
Booking Volume: Shows === External content === You can use the value of "Notes" module on the bookingsDashboard to integrate content from an external system (ie. task management, calendars, weather forecast) via an iFrame. MARK: <span class="icon-suitcase "></span>
Number of Bookings*Click on "Edit"*Click on "Source"*Add the iframe in following format replacing the "https: Shows //myURL.com" with the number URL of bookings. MARKthe page you want to embed: <span class="icon-suitcase "></span>
Bookings<code><iframe frameborder="0" height="500" src="https: Shows the number of bookings and the value of the bookings//myURL. MARKcom" style="width: <span class100%;" scrolling="icon-suitcase no"></spaniframe></code>
Occupancy: Shows *If required also adjust the total occupancy of all properties and rooms in the account. MARK: <span class="glyphicon glyphicon-homeheight" aria-hidden="true"></span>value.
Booking Page Views: Shows how often the booking page was shown. MARK: improve description <span class="glyphicon glyphicon-eye-open" aria-hidden="true"></span>= Arrange content === *Drag and drop components to position them where you want.*Resize component
Available Rooms (Today only): Shows how many rooms are available for booking. MARK: <span class="glyphicon glyphicon-bed" aria-hidden== Remove content === Remove components clicking into the right menu of the element and then on "trueRemove Component"></span>.
'''Charts'''If required you can add a column "Property" to show the property name.
Booking Source=== Save changes=== <span style="color: Pie chart showing #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.
ADR (Average Daily Rate):=== Restore Default=== To restore the default remove all content then refresh the page.
RevPar (Revenue per === Dashboards in sub accounts=== If you have sub accounts you can use the "Clone" function to make custom dashboards available room): in other accounts.
</div>==Notes Module - unable to 'edit'.== Check you have the Notes Module only once. *Multiple same note widgets on the same dashboard are not supported.
__TOC__
=Functions=
The dashboard shows you all relevant information on one screen and allows you to manage bookings and rooms.
== Dashboard 2 Interactive Front Desk==---'''Currently ===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 closed beta'''--- {{#fas:cog}} (SETTINGS) PROPERTIES > BOOKING QUESTIONS and are editable.
*'''Graphs'''You have To customise the dashboard click on the option to select one or properties hamburger menu (if you have multiple☰) on the right and tick "Unlock".*To customise the period you want to seeindividual component use the menu in the right corner of the box (⋮).
You have the option to select one or properties (if you have multiple). can:
*'''Standard ReportsComponents'''You have the option to select one or properties (if you have multiple) and the period you want to see. These are specially constructed reports
*'''StatisticsCustom Reports'''For most Statistics you can change Create the period report in REPORTS->CUSTOM REPORTS. If you want to see. To change the period click use a custom report on the sandwich menu right above the widgets and click dashboard set it "UnlockLayout"= tabular.
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).
=== 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.
=== Multiple Properties ===
If you have multiple properties you can choose to show one component for each property.
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.
=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.
= Troubleshooting =
If you are using "Private Mode" on your browser locking and unlocking the screen might now work.
