How to setup your Dashboard

By default, the dashboard is the startup page for the Admin. However, if you prefer, you can change the configuration to display a different page when you log in. You can also set the starting dates used in dashboard reports, and disable the display of the charts section.

To set the date range:

Set Select Range to one of the following:

Last 24 Hours
Last 7 Days
Current Month
YTD
2YTD

To set the starting dates:

1. On the Admin menu, select System > Configuration.

2. In the Configuration panel on the left, under General, select Reports.

3. Click to expand the Dashboard section, do the following:

a. Set Year-To-Date Starts to the month and year that the current year began.

b. Set Current Month Starts to the current month.

To change the Admin startup page:

1. On the Admin menu, select System > Configuration. Then in the panel on the left, under Advanced, select Admin.

2. In the Admin UI section, set Startup Page to the page you want to first appear when you log in to the Admin.

3. Click the Save Config button to save the setting.

To turn off real-time data:

If you have a lot of data to process, the performance of the Dashboard can be improved by turning off the display of real time data.

1. On the Admin menu, select System > Configuration. Then in the Configuration panel on the left, under Sales, select Sales.

2. Click to expand the Dashboard section. Then, set Use Aggregated Data (beta) to “Yes.”

To disable charts :

1. On the Admin menu, select System > Configuration. Then in the Configuration panel on the left, under Advanced, select Admin.

2. In the Dashboard section, set Enable Charts to “No.”

3. When complete, click the Save Config button.