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Home / Blog

Customizable Dashboard Reports by User

In 2.12 Dashboard Reports are now customizable per user.

A radio organization can control what reports are seen by using various levels of security. Access is restrained within your organization by assigning users into different groups of Users (User Roles).

This is now further enhanced by allowing Users to login to Aquira2GO our browser based Sales application and customizing their Dashboard so reports they are interested in are displayed.

When you log in, your Dashboard Favourite December 2016: Aquira Fav Checked Reports will display.

December 2016: Aquira Star Checkednext to the Report Title indicates this is your Favourite Report to display on your Dashboard.

You can then click Favourite to unchecked December 2016: Aquira Fav Unchecked (grey), and all Favourite Reports available to you will display, as designated in Aquira.

The Star next to the Report Title indicates whether it is an available Favourite or your Favourite:

December 2016: Aquira Star Uncheckedthis is an available Favourite Report

December 2016: Aquira Star Checkedthis is your Favourite Report

You can filter which of the available Favourite Dashboard Reports you would like displayed on your Home > Reports page.

  • With Favourite December 2016: Aquira Fav Checked checked, you can check December 2016: Aquira Star Checked on any available Favourite Report to remove it from your Dashboard. These Reports are not deleted, they are merely hidden from your Favourite Dashboard Reports, you can display them again if required – see the next comment.
  • Alternatively, with Favourite December 2016: Aquira Fav Unchecked unchecked, you can check December 2016: Aquira Star Unchecked on any available Favourite Report to add it to your Dashboard.

You can Toggle using Favourites to display all available Favourite Reports or your Favourite Reports to select or deselect Reports displaying on your Dashboard as you wish.

Category: Aquira, RCS2GOTag: Tips & Tricks

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Diana Stokey
VP Marketing Operations & Communications
RCS HQ
P: +1 (914) 259-4733
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