Method Community

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

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

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

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

John-

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

-Michael

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?

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

 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"

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