Please find the below steps to configure the RevPro Dashboard.
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
2. Create a layout and select required field as shown below.
3. Move the created layout from available layout to selected layouts in the Drill Layouts tab.
4. Select the required char category, char types, attribute & Metric field and click on the preview button
5. Click on the Save button after preview.
6. Navigation: Dashboard/Configurator – Click on create configurator and select the template as required. Move the next tab ‘Charts’.
7.Drag the newly created dashboard layout to right-side box and it displays the chart. Click on the save button below.
8. Input the dashboard name and other setups as required and click on save button.
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