Method:Classic General Q&A

Re: Home Dashboard

Method_Michael — Wed, 21 Dec 2011 15:30:50 GMT

lvharris-

To be a bit more specific, you will need to customize the CRM_Home Dashboard screen.

On that screen you should see objects that have a piece of paper as their icon, if you edit those objects and go to step 2, you will see an AssignedTo filter, delete it.

-Michael

Re: Home Dashboard

lvharris — Wed, 21 Dec 2011 03:57:17 GMT

HI Michael,

I do not see an option to remove filter on the home page dashboard. When I go to the report designer, it doesn't show a filter being added. (Mood) Frustrated.

Sincerely,

"Dazed and Confused"

Re: Home Dashboard

Method_Michael — Tue, 20 Dec 2011 17:56:56 GMT

Ivharris-

If you edit the Reports on the screen all you would need to do is remove the filters for AssignedTo and it should show data for all users.

-Michael

Re: Home Dashboard

lvharris — Tue, 20 Dec 2011 06:46:23 GMT

Hello,

I have been unsuccessful in customizing the home page. All I am trying to do is remove the "Filter By User". I want to see ALL of my users on one screen for the "Opportunities By Sales Stage" and "Opportunities By Month". Any clues on how to accomplish that?

Re: Home Dashboard

Method_Michael — Mon, 05 Dec 2011 14:47:42 GMT

John-

Thanks for posting that link, it has a lot of resources for report designer.

-Michael

Re: Home Dashboard

John M — Sun, 04 Dec 2011 21:09:05 GMT

Lee,

This is John M. Sometimes I will help out with quesiton on here. I dont work for method. Go to this blog and it will help you download it and it will teach you about reports as well,

http://www.methodintegration.com/cs/blogs/methodblog/archive/2008/06/18/3-steps-to-becoming-a-report-guru.aspx

John M

Re: Home Dashboard

lvharris — Sat, 03 Dec 2011 00:44:53 GMT

HI Michael,

My client is new to Method. They cannot find the report designer or the SalesDashboard. I was unsuccessful as well. Please advise.

Thanks,

Lee

Re: Home Dashboard

Method_Michael — Fri, 02 Dec 2011 22:54:07 GMT

Lee-

The bar graph you see on the home dashboard is set to show a maximum of 8 users, you can changes this by using Method Report Designer, making a copy of SalesDashboard_OppByUser and editing the chart using the wizard change the Option under Series > Top N Options to be disabled.

-Michael

Home Dashboard

lvharris — Fri, 02 Dec 2011 19:29:55 GMT

Hello,

I am trying to create my home dashboard to show Pipeline information for ALL of my users on a single admin screen. Any clues?

Thanks,

Lee