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live_dashboard

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Live Dashboard

The Live Dashboard Feature is a feature within Call2Field that allows you to configure your own real-time reporting screen. To do this, first of all use the Dashboard Manager. This can be accessed by clicking on your username at the top right, and then selecting Dashboard Manager.


Live Dashboard View

The Live Dashboard Is where you can view Dashboards that you have Created in the Design Dashboard section, The Live Dashboard can be accessed from the “Reporting” Module if you click the “Live Dashboard” option that appears.


Live Dashboard View

When you open the Live Dashboard View It will open the Dashboard Layout that was marked as the “Default” dashboard in the Design Dashboard section.

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If you want to keep the Live dashboard open and continue using Call2Field, you can right click the tab at the top of the window, then pick the “Duplicate” option to open a copy of the dashboard tab. You can then put the dashboard tab on a different screen while you continue using call2field.

live_dashboard.1628844078.txt.gz · Last modified: by gareth

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