Custom Report Dashboards provide a way to see a variety of sales and pickups figures and graphs in one personalized view. They can be used to monitor a store’s sales to goal, daily donation pickups, etc.
This article reviews how to setup and view custom report dashboards.
- You can find the Custom Report Dashboard by going to the left side navigation bar > Reports > Custom Report Dashboard.
- On this page, you can view and edit any report dashboards that you have previously created, and create new dashboards.
- To create a new dashboard, select the red Edit widgets button.
- Then, select the Create new dashboard button.
- Doing this will take you to the dashboard creation screen with a variety of options to customize the dashboard.