All Collections
Reporting
Tips
Viewing Weekly Appointment Total on the Home Screen
Viewing Weekly Appointment Total on the Home Screen
Updated over a week ago

By creating Dashboard Widgets, you can easily view your appointment totals day-by-day on your Home Screen.

To start with, go to Reports > Dashboard

You can start working with the Default Dashboard or create a new Dashboard using the New Dashboard button at the top of the page.

Dashboard security settings can be configured in the Dashboard Settings popup menu. Here you can define who can access the Widgets added to the Dashboard.

Select the Add Widget button and select the 'Appointment Totals' widget.

Customise the widget properties with a Date Range, Graph, Type and your preferred Business and Practitioner. Select OK to add the widget to your Dashboard.

You will now see a column graph as shown below:

To add this widget to your home screen, select the Home icon in the top left of PracSuite.

Select the Customise button in the top right of the home screen.

Lastly, Drag and drop the Dashboard widget to the preferred position on your home screen.

Did this answer your question?