How to Configure Reports on the Dashboard in FranchiseSoft?

May 17,2023 By

The display of reports that display on the Corporate Dashboard is customizable for each user.

1. From the Corporate Dashboard, click on the drop-down list beside the green “add widget” button in the upper right-hand corner.

Configuring Reports on the Dashboard
2. This will display a list of all of the reports you can choose to display.
3. The reports are divided into Sales, Operations, Finance, and Franchise reports.
4. Check the box beside the reports you wish to display.
5. Once you click out of the drop-down list, the new reports will appear under the appropriate tab of the reports section.

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