Viewing Dashboards
Dashboards are accessed within the Company Dashboard section of the landing page when you first log into Cinchio Back Office. You can also access the dashboards via the main menu: Reports & Analysis > Dashboards.
The dashboards that you see are those assigned against the user role associated with your user account.
When accessing a dashboard:
- The structure and layout of the dashboard is as per the custom Dashboard Configuration.
- Data will automatically load with either sales so far today, or sales for yesterday, as per the default set up against the dashboard.
- If logged into a standard site, you'll see sales data for that site
- If logged into the HQ site, you'll see data for all sites that you personally have access to. A site picker is available to filter to selected sites.
For additional information, see:
Dashboard Filters
Each dashboard has a Filter Form section. Here, you can:
- Select another date to report on within Date Range.
- Select [GENERATE PDF] to export the dashboard to PDF.
- Select [SCHEDULE DASHBOARD] to create a Saved Report and set up the dashboard to email out a PDF version periodically.
Dashboard Exports
When [GENERATE PDF] is selected in the Filter Form above, once the PDF has generated, the Dashboard PDF Export section becomes available. Here, you can:
- Select [OPEN PDF] to view/download a PDF copy of the dashboard on your device.
- Select [EMAIL PDF] to send a PDF copy to the email addresses set within the To/CC/BCC fields, along with any message defined within the Add A Message To Your Email section.