CSV Templates

Configuration>Reporting>CSV Templates CSV Templates Field Type Description Name Free Text The name given to the CSV template Type Single Select Decide how granular the data is: type can be a row for each invoice line, a row for each customer or a row for each invoice. Details Table Field List This tab is used to […]

PDF Templates

Configuration > Reporting > PDF Templates Details Field Type Description Name Free Text Name of the report Type Entity Chosen After clicking into the PDF Templates module, there will be a dropdown in the top left to decide which entity the PDF template will be created for. The entity chosen will then be the type […]

General Settings

Configuration > Reporting > General Settings Guide: Reports and Scheduling Field Type Description Dashboard to show on the home screen Single Select The dashboard selected here will be the one used at the bottom of the Home Screen. This is the global setting for this choice, but this can be overriden on Agent Level. Should […]

Dashboards

Configuration > Reporting > Dashboards Checkout The Guides For Dashboards and Reporting Ticket Dashboards In-App Dashboards Reports and Scheduling Details Field Type Description Dashboard Name Free Text This will be the name of the Dashboard as it is displayed elsewhere throughout the system. Dashboard Type Single Select This will determine where the Dashboard is located, […]