Dashboard reports Dashboard reports are pre-built reports that provide insights into your business. You can use these reports to track your business performance, understand your customers, and make informed decisions. Dashboard reports are available on the Dashboard on the Home tab.

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Adding reports

To add a report to the Dashboard, follow these steps:
  1. Click the Add button.
  2. Choose the reports you want to add.
  3. Click Add.

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Customising reports

You can customise reports to suit your business needs. To customise a report, follow these steps:
  1. Click the Edit button.
  2. You can drag and drop the reports to rearrange them.
  3. Click Done.

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Removing reports

To remove a report from the Dashboard, follow these steps:
  1. Click the Edit button.
  2. Click the Remove button next to the report you want to remove.
  3. Click Done.

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Filter by date

You can apply date filters to reports to view specific data. Some reports have predefined dates, while others allow you to customise the date range.