Category:Dashboard - Revision history

Weins: 1 revision imported

2021-05-19T01:32:44Z

1 revision imported

Beds24>Annette at 09:34, 30 July 2020

2020-07-30T09:34:59Z

Weins: 1版をインポートしました

2019-03-12T02:55:04Z

1版をインポートしました

Beds24>Andrian at 11:56, 16 August 2018

2018-08-16T11:56:06Z

New page

[[Category:Daily_Use]]
''This page explains how to use and customise the DASHBOARD''

Note: If you are using the old version of the dashboard click on the "Try it" link. If you want to change back to the old version click on the hamburger menu (☰) and then on "Legacy Dashboard".

__TOC__
The dashboard shows you all relevant information on one screen and allows you to manage bookings and rooms.

The dashboard is fully customisable. You can choose which content to display, where to display it and set the size of each component on the dashboard.

To customise the dashboard click on the hamburger menu (☰) on the right and tick "Unlock".<br>To customise the individual component use the menu in the right corner of the box (⋮).

This video explains how to customise the dashboard:

<embedvideo service="youtube">https://youtu.be/c45dHrA7stE</embedvideo>

You can:

=== Add components ===
You can add components from the selection in the drop down menu. Choose from:

*'''Components'''
These are specially constructed reports

You have the option to select one or all properties (if you have multiple) and choose which columns to see. The order of the columns is also customisable. Some components allow you to perform actions like check a guest in or check a guest out directly from the dashboard.

*'''Custom Reports'''
To set them up go to REPORTS->CUSTOM REPORTS. If you want to use a custom report on the dashboard set it "Layout" = tabular.

You have the option to select one or all properties (if you have multiple).

*'''Graphs'''
You have the option to select one or all properties (if you have multiple) and the period you want to see.

*'''Housekeeping'''
The Housekeeping component "Units" shows you an overview on your units. You can change the status and add a note if required. The changes you make in this component will reflect in the CALENDAR. The default statuses can be changed in SETTINGS->ACCOUNT->PREFERENCES under "Unit Status Presets".

*'''Potential Issues'''
Issues with your set up which you should address to avoid problems.

You have the option to select one or all properties (if you have multiple).

*'''Standard Reports'''
You have the option to select one or all properties (if you have multiple) and the period you want to see. Then change the settings via the menu in the component.

*'''Statistics'''
For most Statistics you can change the period you want to see.

Note: The display of many components on one dashboard can affect the performance. Consider using multiple dashboards instead.

=== Arrange components ===
*Drag and drop components to position them where you want.
*Resize component

=== Remove components ===
Remove components clicking into the right menu of the element and then on "Remove Component".

=== Add/remove Columns in a Component ===

Click on Component you wish to change, click on the 3 vertical dots, go to 'Columns' and tick/untick the columns you wish to add/remove from your component.

=== Multiple Properties ===
If you have multiple properties you can choose to show one component for each property.

If required you can add a column "Property" to show the property name.

===Multiple dashboards / multiple devices / mobiles use ===
If required you can set up multiple screens for example for desktop and mobile view. You can rename each of your dashboards.
Cookies are used to remember which dashboard was last viewed on a device.

=== Save changes===
Make sure you lock the screen when you are done by clicking "Unlock" again to avoid accidental changes.

=== Restore Default===
To restore the default remove all content then refresh the page.

=== Dashboards in sub accounts===
If you have sub accounts you can use the "Clone" function to make custom dashboards available in other accounts.

Go to Sub Account (top right menu), and select 'Clone Account Settings' button.

== Check guests in and check guests out ==
If you are using the components "Arrivals", "Departures" and "Current Guests" you can manage the check-in and check-out process from the dashboard and see which guests are currently checked-in. This video explains how to check guests in and how to check guests out:

<embedvideo service="youtube">https://youtu.be/skcNhO60858</embedvideo>

Also you can always check a guest in by opening the booking and setting the info code "Checkin" in the "Info" tab.

== Troubleshooting ==
If you are using "Private Mode" on your browser locking and unlocking the screen might now word.

← Older revision	Revision as of 01:32, 19 May 2021
(No difference)

@@ Line 1: / Line 1: @@
 [[Category:Daily_Use]]
-  ''This page explains how to use and customise the DASHBOARD''
+[[Category:Customise_Control_Panel]]
- Note: If you are using the old version of the dashboard click on the "Try it" link. If you want to change back to the old version click on the hamburger menu (&#9776;) and then on "Legacy Dashboard".
+<span style="color: #f3e504; font-size: 250%;" >{{#fas:lightbulb}} </span>   If you are using the old version of the dashboard click on the "Try it" link. If you want to change back to the old version click on the {{#fas:lock}} icon and then on "Legacy Dashboard".
 __TOC__
 The dashboard shows you all relevant information on one screen and allows you to manage bookings and rooms.
 The dashboard is  fully customisable. You can choose which content to display, where to display it and set the size of each component on the dashboard.
- To customise the dashboard click on the hamburger menu (&#9776;) on the right and tick "Unlock".<br>To customise the individual component use the menu in the right corner of the box (&#8942;).
+*To customise the dashboard click on the hamburger menu (&#9776;) on the right and tick "Unlock".
 This video explains how to customise the dashboard:
@@ Line 17: / Line 41: @@
 You can:
-=== Add components ===
+=== Add content ===
 You can add components from the selection in the drop down menu. Choose from:
@@ Line 26: / Line 50: @@
 *'''Custom Reports'''
-To set them up go to REPORTS->CUSTOM REPORTS. If you want to use a custom report on the dashboard set it "Layout" = tabular.
+Create the report in REPORTS->CUSTOM REPORTS.
-You have the option to select one or all properties (if you have multiple).
+Select the Custom report from the list. The display on the Dashboard will show the Report Name you entered in REPORTS->CUSTOM REPORTS.
 *'''Graphs'''
@@ Line 34: / Line 61: @@
 *'''Housekeeping'''
-The Housekeeping component "Units" shows you an overview on your units. You can change the status and add a note if required. The changes you make in this component will reflect in the CALENDAR. The default statuses can be changed in SETTINGS->ACCOUNT->PREFERENCES under "Unit Status Presets".
+You can change the status and add a note if required. The changes you make in this components will reflect in the CALENDAR. The default statuses can be changed in SETTINGS->ACCOUNT->PREFERENCES under "Unit Status Presets".
 *'''Potential Issues'''
@@ Line 47: / Line 79: @@
 For most Statistics you can change the period you want to see.
- Note: The display of many components on one dashboard can affect the performance. Consider using multiple dashboards instead.
+*'''Notes'''
-=== Arrange components ===
+<span style="color:#007bff;“ >{{#far:question-circle}}  </span> The display of many components on one dashboard can affect the performance. Consider using multiple dashboards instead.
 *Drag and drop components to position them where you want.
 *Resize component
-=== Remove components ===
+=== Remove content ===
 Remove components clicking into the right menu of the element and then on "Remove Component".
-=== Add/remove Columns in a Component ===
+=== Add/remove columns in a component ===
 Click on Component you wish to change, click on the 3 vertical dots, go to 'Columns' and tick/untick the columns you wish to add/remove from your component.
@@ Line 64: / Line 113: @@
 If required you can add a column "Property" to show the property name.
 === Save changes===
-  Make sure you lock the screen when you are done by clicking "Unlock" again to avoid accidental changes.
+<span style="color: #f3e504; font-size: 250%;" >{{#fas:lightbulb}} </span>  Make sure you lock the screen when you are done by clicking "Unlock" again to avoid accidental changes.
 === Restore Default===
@@ Line 78: / Line 123: @@
 If you have sub accounts you can use the "Clone" function to make custom dashboards available in other accounts.
-Go to Sub Account (top right menu), and select 'Clone Account Settings' button.
+Click on the 'User' icon on the top right and then on 'Account Management (in the old control panel SUB ACCOUNT in the top right) and select 'Clone Account Settings' button.
-== Check guests in and check guests out ==
+=Multiple dashboards /  multiple devices / mobiles use =
-If you are using the components "Arrivals",  "Departures" and "Current Guests" you can manage the check-in and check-out process from the dashboard and see which guests are currently checked-in. This video explains how to check guests in and how to check guests out:
+If required you can set up multiple screens for example for desktop and mobile view. You can rename each of your dashboards.
+Cookies are used to remember which dashboard was last viewed on a device.
-<embedvideo service="youtube">https://youtu.be/skcNhO60858</embedvideo>
+= Troubleshooting =
 If you are using "Private Mode" on your browser locking and unlocking the screen might now word.

← Older revision	Revision as of 02:55, 12 March 2019
(No difference)

Category:Dashboard - Revision history

Weins: 1 revision imported

Beds24>Annette at 09:34, 30 July 2020

Weins: 1版 をインポートしました

Beds24>Andrian at 11:56, 16 August 2018

Weins: 1版をインポートしました