If your job is to stay on top of everything, you’ll love ResRequest’s Dashboards, which present a consolidated view of all your data on charts. To start working with dashboards, update your team’s User Access permissions to include Dashboards relevant to them.
To access your Dashboards, you’ll click on the Dashboards icon, in your main toolbar:
You’ll then access the Dashboards screen, where you’ll notice tabs at the top of the screen, to access the different Dashboard types:
You’ll only be able to view and access the Dashboards that you have access to.
In the User Access area, there is a heading with a dropdown option, for Dashboards:
You can give users access to individual charts that are relevant to them. For example, if the user only needs access to the “Arrivals without full payment” chart – then it’s possible for them to only have access to that one chart.
To find out more about user access and how to set up user groups, have a look at User Access.
Icons:
You’ll notice these two icons, on the bottom right-hand corner of all the charts:
If you hover your mouse over the “Question Mark” icon, you’ll see an explanation of what this chart does, or what information you are viewing. Here’s an example, from the “Arrivals without Full Payment“ chart:
If you hover your mouse over the “Bar Graph” icon, you’ll get a set of instructions on how to generate the report manually. Please do keep in mind, that some of the stats are derived directly from your database, so for some charts, you’ll need a combination of a few reports to generate the information. Here’s an example, from the “Arrivals without full payment” chart:
Refresh:
The refresh icon is available on the top right-hand side of each chart:
This allows you to update your chart, to display the most recent set of information. A refresh should be done if you’ve been viewing a chart for a long amount of time and if changes have been made on your system which affect the chart.
Popups:
If you hover your mouse over the information displayed on the chart, you will get a popup, with the figures or more information about what you are viewing. Here’s an example from the “New bookings created by consultant” chart:
Toggle:
Some of the charts show different sets of data on the same chart, so you can easily compare. You can select or de-select what information you wish to see. Here’s an example of the toggle, on the “New bookings performance by consultant” chart:
In this example, the user only wanted to see the data from last week, so the other options have been de-selected:
The user then wanted to see both last week, and the week before that. So, they selected both options, in the toggle below the chart:
A Dashboard is a central area containing graphical representation, at a glance, of key performance indicators (charts, stats etc), relevant to a particular business area.
A chart is a specific set of information in the form of a table, graph, or diagram.
So, if you are working on your ResRequest Dashboards, you’re essentially viewing an area full of charts. There is no need for you to sit for hours to manipulate info – the charts do it for you!
