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- Sales Orders
- How to open a register
- How to close a register
- How to add a customer to an Order
- How to edit a customer on the sale orders page
- How to Create a customer with the sale orders page
- How to add a product?
- Available payment methods
- How to make a Split Transaction
- How to change the order source
- How to add a billing address
- How to add a shipping address
- How to print a receipt
- How to add a note to the order
- How to turn on or off the auto print receipt
- How to make a Sale
- How to make a Sale Copy
- How to make an exchange
- How to give Store credit
- How to use Store credit
- How to Add a Staff Member to a Cash Register / Point of Sale
- How to create a new Customer in Manage Orders
- How to create a new Order in Manage Orders
- How to search for orders
- How to print an invoice
- How to print an Address
- How to print a Pullsheet
- How to print a Receipt
- How to edit an order
- How to ship an order
- How to delete an order
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- How to open a register
- How to close a register
- How to add a customer to an Order
- How to edit a customer on the sale orders page
- How to Create a customer with the sale orders page
- How to add a product?
- Available payment methods
- How to make a Split Transaction
- How to change the order source
- How to add a billing address
- How to add a shipping address
- How to print a receipt
- How to add a note to the order
- How to turn on or off the auto print receipt
- How to make a Sale
- How to make a Sale Copy
- How to make an exchange
- How to give Store credit
- How to use Store credit
- Show Remaining Articles (4) Collapse Articles
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- How to Add a Staff Member to a Cash Register / Point of Sale
- How to create a new Customer in Manage Orders
- How to create a new Order in Manage Orders
- How to search for orders
- How to print an invoice
- How to print an Address
- How to print a Pullsheet
- How to print a Receipt
- How to edit an order
- How to ship an order
- How to delete an order
- How to return an order
- How to view a return order
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- Articles coming soon
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- How to Search For An Inventory Item
- How to Add a Catalog Subscription to Your Database
- How to Adjust the Price of an Inventory Product for Any Sales Channel or Location
- How to Transfer Inventory from One Location to Another
- How to Manually Adjust an Inventory Quantity on Hand via Transfers or Adjustments
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- How to Search For An Inventory Item
- How to Manually Adjust an Inventory Quantity on Hand via Transfers or Adjustments
- How to Transfer Inventory from One Location to Another
- How to Adjust the Price of an Inventory Product for Any Sales Channel or Location
- How to Adjust Inventory Quantities or Reserve Quantities for Any Location
- How to Archive a Product
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How to Remove a Report from the Dashboard
PostedJanuary 15, 2025
UpdatedJanuary 15, 2025
ByKevin Kirwan
Follow these steps to add a report to your dashboard:
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- Access the Settings Menu
- Click on the Settings tab in the left-hand menu.
- A dropdown will appear; select Reports Definition.
- View Current Reports
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- This will open a screen displaying your current reports. (See screenshot for reference.)
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- Select the Report
- Find the report you want to add and click the gear icon next to it.
- A pop-up window will appear. (See screenshot for reference.)
- Change the Display Format
- At the top-middle of the pop-up, you’ll see a dropdown menu.
- From this menu, change the display option to Default.
- Access the Settings Menu
- Save and Run the Report
- Once you’ve selected the format, click SAVE & RUN at the bottom-left of the pop-up window.
- Check Your Dashboard
- Navigate to your Dashboard to see the newly added Widget.
Posted
Updated
ByKevin Kirwan
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