Happy Business Starts Here

RevPro Support

How to Configure RevPro Dashboard.?

How to Configure RevPro Dashboard.?





If you found my answer helpful, please give me a kudo ↑
Help others find answers faster by accepting my post as a solution √

1 REPLY 1
RevPro Support

Re: How to Configure RevPro Dashboard.?

Please find the below steps to configure the RevPro Dashboard.

  1. As an initial step, the layout needs to be created for a preferred report. Here the layout is creating for the booking report for demo purpose and the same steps can be followed for other reports.

     Navigation: Setups>>Applications>>Report Setup

01.jpg     2. Create a layout and select required field as shown below.

02.jpg

     3.Move the created layout from available layout to selected layouts in the Drill Layouts tab.

03.jpg

     4.Select the required char category, char types, attribute & Metric field and click on the preview button

04.jpg

      5.Click on the Save button after preview.

05.jpg

      6. Navigation: Dashboard/Configurator – Click on create configurator and select the template as              required. Move the next tab ‘Charts’.

06.jpg

      7.Drag the newly created dashboard layout to right-side box and it displays the chart. Click on the               save button below.

07.jpg

     8.Input the dashboard name and other setups as required and click on save button.

08.jpg





If you found my answer helpful, please give me a kudo ↑
Help others find answers faster by accepting my post as a solution √