In this article, you will create a new dashboard and save it in your My Dashboard section.
To ensure you are able to find the information you need quicker, create a dashboard entry and store it in My Dashboard. This way, the moment you need to check, you can simply open FlatRateNOW Office and review the data.
To add a dashboard to My Dashboard, follow these steps:
- Open FlatRateNOW Office
- Decide whether you need Quote or Invoice information
- Select Advanced Search
- Decide which piece of information you would like to filter your quote by. In this example, we will filter by:
- Group By = Accepted By
- Filter = Last 7 Days
- Select the Graph symbol
- To save and add this dashboard, click Favourites -> Add to my dashboard
- Enter the name of the dashboard and click add
You can now view your dashboard at any time in the Dashboard section of your FlatRateNOW Office.