config-general-reports-dashboard

Dashboard Setup

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.
A message on the Dashboard indicates that the chart is now disabled.

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