Build your own dashboard
Reporting → Custom: put the reports you use on one board, or build a chart of your own from invoices, payments, quotes, deals, jobs, POs, stock or tasks. Keep it private or share it with the team.
Where it is
- Open Reporting → Custom and press New dashboard (or + New).
- Click the name to rename it. Choose Private or Shared with team, and the board's date range.
- Press + Add reports. Search ("overdue", "supplier", "hours") or filter by category, data source and chart type. Tick the ones you want and press Add N to dashboard.
- Or press + Build your own:
- Source (invoices, payments received, quotes, deals, workshop jobs, purchase orders, stock on hand, tasks), Measure, Break down by, Sort and Keep top.
- Date range: follow the dashboard, or pin one.
- Chart type: single number, column, bar, line, donut or table; then width and height.
- Press Save widget.
- Drag tiles to move them and pull the corner to resize. Each tile has Configure, Duplicate and Remove from board.
Set default opens this board first; Duplicate copies it; Delete removes it. A board shared by a colleague is read-only for you: duplicate it to change it.
The same report library feeds the Report widget on your Home page.