Reduced Support Availability: 18th July 2024 from 12pm

Just to let you know, our team is attending the OneFile all company meeting on 18th July  2024 from 12pm, so we won't be as responsive as usual!

You can still access our help guides - just search the Help Centre to find the answers you need. Otherwise, you can submit a ticket and we'll get back to you as soon as possible. If you have an urgent issue, set the priority accordingly.

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Dashboard Charts

  User Roles

This feature can be used by the following user roles:

  • Centre Manager

To change the dashboard charts for each user role, follow the steps below:

  1. Click Centre 
  2. Click Dashboards 
  3. Tick the charts you wish to display to each user
  4. Click Save 

Once enabled, users can click into the charts to see the report/data behind the chart.

If this isn't something that you want to see when you log into your account, it's possible to minimise the Dashboard Chart section by clicking on the down chevron.

Unfortunately, you can’t create your own charts, however more reporting options are available within the main reporting suite.

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