Difference between revisions of "How do I view my dashboards?"

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== Dashboards via Platinum Online ==
 
== Dashboards via Platinum Online ==
 
* Log into your Platinum Online account as explained [[How do I connect to my Platinum Online?#Logging into Platinum Online|here]].
 
* Log into your Platinum Online account as explained [[How do I connect to my Platinum Online?#Logging into Platinum Online|here]].
* From the "Sidebar" options, select the relevant option e.g. {{DataPrompt|Accounts}}, {{DataPrompt|Stock}}, {{DataPrompt|Vehicles}} or {{DataPrompt|Workshop}}.
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* From the "Sidebar" options, select the relevant option e.g. {{DataPrompt|Accounts}}, {{DataPrompt|Stock}}, {{DataPrompt|Units}} or {{DataPrompt|Workshop}}.
 
* Select the {{DataPrompt|Dashboard}}.
 
* Select the {{DataPrompt|Dashboard}}.
  
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{{KB_Tags|platinum, online, dashboards, dashboard}}
 
{{KB_Tags|platinum, online, dashboards, dashboard}}
{{FAQ}}{{KB_PlatinumOnline}}
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{{FAQ}}{{How}}{{KB_PlatinumOnline}}

Latest revision as of 05:35, 19 June 2019

Summary

Platinum Dashboards are designed to show you a variety of information in chart format.

More Information

The Dashboards are accessible from within Platinum itself but also via Platinum Online. This feature allows you to keep an eye on your business whilst you are away.

Dashboards via Platinum

Go into the relevant module, e.g. to see Workshop Sales, go to " Workshop" then select " Workshop Dashboard" or " Technician Dashboard".

  • The chart will default to the current month and year to date.
  • Use the drop down menus to alter the data being reported on, then click [Update].

Dashboards via Platinum Online

  • Log into your Platinum Online account as explained here.
  • From the "Sidebar" options, select the relevant option e.g. "Accounts", "Stock", "Units" or "Workshop".
  • Select the "Dashboard".

See also


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Keywords AND Misspellings
platinum, online, dashboards, dashboard