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Q.R.G. - Settings - How to Update the Customer Dashboard Configuration

Written by Derek Stotz
Updated over 3 years ago

<a href="https://downloads.intercomcdn.com/i/o/504109584/ffea9932133995708f13d5f3/Dashboard+icon.PNG?expires=1772982000&amp;signature=be07d4a09e96b5d23f5d16ac2a89fdf6737f8bc7e66645a209a7cc24cacf3d1d&amp;req=cSAjF8l3mIlbFb4X1HO4gU5kIP%2B2NDLz%2BmOKcoDzLNqtDTKgDmdJKNSk%2Fk0%2B%0A" rel="nofollow noopener noreferrer" target="_blank">https://downloads.intercomcdn.com/i/o/504109584/ffea9932133995708f13d5f3/Dashboard+icon.PNG</a>
  • Click Dashboard

  • Click Settings

  • Click Receipts

  • Click Reporting

  • Select 3 options of information to be displayed from the Spend List drop-down lists
    Location>>Name
    Item #
    Item>>Description
    Item>>Primary Image
    Item>>Default Cost
    Item>>Original Price
    Item>>Current Price
    Item>>Primary Vendor
    Item # Item>>Category
    Item>>Style Name
    Item>>Color Name
    Item>>Size
    Item>>Width
    Date
    Date>>Year
    Date>>Month of Year
    Date>>Week of Year
    Date>>Day of Week

  • Select 3 options of information to be displayed from the Pie Chart drop-down lists Location>>Name
    Item #
    Item>>Description
    Item>>Primary
    Image
    Item>>Default Cost
    Item>>Original Price
    Item>>Current Price
    Item>>Primary Vendor
    Item #
    Item>>Category
    Item>>Style Name
    Item>>Color Name
    Item>>Size
    Item>>Width
    Date Date>>Year
    Date>>Month of Year
    Date>>Week of Year
    Date>>Day of Week

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