In this 15-minute video we will highlight some of the features of the Contractor Nation Reports and Dashboards package and how to make simple Edits to the Dashboards. We will also cover some system best practices around using custom Appointment Type values and working with Joined Reports in a Dashboard.
Note: If you are not a Contractor Nation Dealer or you have not requested the Contractor Nation package of Reports and Dashboards be installed, your improveit 360 system will not include the Reports and Dashboards shown in this video.
This video covers the following topics at the following times:
0:15 - How to Adjust a Gauge Chart
1:09 - How to Filter by Market or Department
4:13 - How to change the Width of Dashboard Components
5:13 - How to display Whole Units in a Dashboard Component
6:17 - How to ensure Report Folders are Shared with Users
7:40 - Understanding Picklist Values and Report Filters
10:09 - Limitations of Joined Reports and Dashboards
14:04 - How to Change the Sort Order of a Dashboard Component
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