Difference between revisions of "Category:Dashboard"
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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. | 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". | + | To change the settings click on the sandwich menu right above the content and click "Unlock". Then change the settings via the menu in the component. |
*'''Custom Reports''' | *'''Custom Reports''' | ||
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You have the option to select one or properties (if you have multiple). | 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". | + | To change the settings click on the sandwich menu right above the content and click "Unlock". Then change the settings via the menu in the component. |
*'''Graphs''' | *'''Graphs''' | ||
You have the option to select one or properties (if you have multiple) and the period you want to see. | 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". | + | To change the settings click on the sandwich menu right above the content and click "Unlock". Then change the settings via the menu in the component. |
*'''Potential Issues''' | *'''Potential Issues''' | ||
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You have the option to select one or properties (if you have multiple). | 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". | + | To change the settings click on the sandwich menu right above the content and click "Unlock". Then change the settings via the menu in the component. |
*'''Standard Reports''' | *'''Standard Reports''' | ||
| − | You have the option to select one or properties (if you have multiple) and the period you want to see. | + | You have the option to select one or properties (if you have multiple) and the period you want to see. Then change the settings via the menu in the component. |
To change the settings click on the sandwich menu right above the content and click "Unlock". | To change the settings click on the sandwich menu right above the content and click "Unlock". | ||
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Make sure you lock the screen when you are done by clicking "Unlock" again to avoid accidental changes. | Make sure you lock the screen when you are done by clicking "Unlock" again to avoid accidental changes. | ||
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| + | === Use on multiple devices and mobiles === | ||
| + | If you want to have different dashboards per device you can set up multiple dashboards. Cookies are used to remember which dashboard was last viewed on a device. | ||
== Check guests in and check guests out == | == Check guests in and check guests out == | ||
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Also you can always check a guest in by opening the booking and setting the info code "Checkin" in the "Info" tab. | Also you can always check a guest in by opening the booking and setting the info code "Checkin" in the "Info" tab. | ||
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== Troubleshooting == | == 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 11:43, 19 September 2016
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.
Contents
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://beds24.com/control2.php?pagetype=dashboard2
- 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". Then change the settings via the menu in the component.
- 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". Then change the settings via the menu in the component.
- 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". Then change the settings via the menu in the component.
- 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". Then change the settings via the menu in the component.
- Standard Reports
You have the option to select one or properties (if you have multiple) and the period you want to see. Then change the settings via the menu in the component.
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. You can rename each of your dashboards.
Make sure you lock the screen when you are done by clicking "Unlock" again to avoid accidental changes.
1.6 Use on multiple devices and mobiles
If you want to have different dashboards per device you can set up multiple dashboards. Cookies are used to remember which dashboard was last viewed on a device.
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:
Also you can always check a guest in by opening the booking and setting the info code "Checkin" in the "Info" tab.
3 Troubleshooting
If you are using "Private Mode" on your browser locking and unlocking the screen might now word.
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