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Overview & FAQs: Dashboard

Updated over a week ago

What is a Dashboard?

A group of Reports arranged in a customisable grid.

You can use this to compare Reports for different Events, Performances, Fees, etc.

You can also add Dashboards onto Schedules to be automatically sent.

When would I want to use a Dashboard?

Sometimes you might not be able to have all the data you're looking for on one report, e.g. if you want to see payment data compared to allocations/locks.
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On a Dashboard, you can add different Reports to the same grid and compare the two alongside each other.

FAQs

Can I put Dashboards into Folders?

Yes, you can click and drag Dashboards into Folders.

Can I export my Dashboard?

Yes, but only in PDF.

You can, however, send a Dashboard in CSV format when creating a Schedule.

I've grouped my Reports. How would it look in a Dashboard?

With the rows, expanded, showing the data within each collapsible section:

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