During the pilot tests, the Dashboard is only enabled for BRP staff. To enable the dashboard for all users, the setting “enableDashboard” must be set to true. The user still needs a dashboard configured on their role.
Purpose
To show useful information and tasks that needs to be performed to users with a specific role.
TODO: Insert image of the dashboard, and of how a widget can link to a MOV.
Configuration
Do not enable the widget for stock levels. They have a known issue that will cause Backoffice to freeze for ALL USERS IN THE INSTALLATION
Set up widgets
Configuration > Dashboard > Widgets
Navigate to widgets view. When a widget is created, a widget name is chosen that cannot be changed later!)
Is this really true? I can’t se a field for name.
Set a name and (if it exists) a value for the chosen widget type property.
Set up dashboards
Configuration > Dashboard > Dashboards
Create a new dashboard with the plus icon.
Set a name, that is only used to identify different dashboards for users during configuration. It is not visible on the dashboard.
Set a title, which is visible on the dashboard.
Which widgets should be shown in this dashboard.
Background image
Choose one of the available backgrounds in the “Default” tab, or upload your own image.
Configure a dashboard on a role
Configuration > Staff and resources > Roles
For each role, choose if you should leave the “Dashboard” field blank (the user cannot see a dashboard) or if you should set one of the dashboards you created. A role can not have more than one dashboard.
The dashboard
Widget types
Here is a list of available widgets. If nothing else is mentioned the widgets use the logged in users business unit when calculating numbers. I.e: “Cancelled membership subscriptions last 30 days” shows only subscriptions that belong to the same business unit as the user is logged in at.
Name | Properties | Description |
|---|---|---|
Cancelled membership subscriptions last 30 days | None | |
Cancelled membership subscriptions last seven days | None | |
Cancelled membership subscriptions today | None | |
My future bookings | Within days=X | Number of bookings where logged in user is a resource between now and X days ahead. Not restricted to logged in business unit. |
Image | Image to show | Shows configured image. |
Lagging direct debit subscriptions | None | Direct debit subscriptions that are lagging |
Lagging RCP subscriptions | None | RCP subscriptions that are lagging |
Membership subscriptions ending this month | None | Membership subscriptions with end between last 30 days and now. |
Membership subscriptions ending this week | None | Membership subscriptions with end between last 7 days and now. |
Membership subscriptions ending today | None | Membership subscriptions with end today. |
Message | Message to display | Displays the configured message |
Missing direct debit mandates (Fi) | None | Direct debit subscriptions that are not fully debited and the payer is missing a valid mandate (Finvoice). |
Missing direct debit mandates (Nor) | None | Direct debit subscriptions that are not fully debited and the payer is missing a valid mandate (Avtalegiro). |
Missing direct debit mandates (Swe) | None | Direct debit subscriptions that are not fully debited and the payer is missing a valid mandate (Autogiro). |
Missing PBS mandates (Dk) | None | Direct debit subscriptions that are not fully debited and the payer is missing a valid mandate (PBS). |
Missing RCP mandates | None | RCP subscriptions that are not fully debited and the payer is missing a valid mandate. |
New members last 30 days | None | |
New members last seven days | None | |
New members last seven days (Chart) | None | |
New members today | None | |
No shows today | None | No shows created today. |
Not debited bookings | None | Not debited bookings with a positive price where due has been passed and start is within the last 12 months. |
Overpaid invoices | None | Invoices with a negative rest that are not exported and a due date within the last 12 months. This widget shows invoices for the current company. |
Sales this month | None | |
Unmatched payments | None | Not handled unmatched payments that has been created during the last 12 months. This widget shows payments for the current company. |
Value of not debited bookings | None | Same as “Not debited bookings” above but this widget shows the ex moms price of the bookings instead. |
Visits today | None | Total number of visits today. |