How To Set Up Your Reporting Dashboard

How To Set Up Your Reporting Dashboard

If you have the Role Management - Lead Manager Admin role you can navigate to the 'Report Dashboards' screen via 'Settings>Sales Pipeline Settings>Report Dashboards'.  

The 'Report Dashboards' screen is used to set up the reports that appear on your Dashboard in reporting.autoplay.co.nz.  



(1)  You can set up your Dashboards or TV Dashboard from this screen as shown in the screenshot above.

(2) Will reset all your filters.

(3) Will select all reports to add to your Dashboard.  Note - the more reports you add to your Dashboard the more likely it is this will affect the speed.  We recommend setting 6 favorites and you can access the rest via the 'Select Report' page in reporting.autoplay.co.nz

(4) Will clear all your selected reports

  

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