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

From Catalyst
Jump to: navigation, search
(Bulk update)
m (Les Ward moved page How do I View my Dashboards? to How do I view my dashboards?: Lower case (except for Platinum menu options))
(No difference)

Revision as of 09:11, 12 March 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", "Vehicles" or "Workshop".
  • Select the "Dashboard".

See also


Feedback
Thank you for using our Knowledge Base, we value your feedback. Did you find this article useful? 'Yes' or 'No'
Keywords AND Misspellings
platinum, online, dashboards, dashboard