Tips and FAQ
- Why don't I see all the cards described here? Every card on the Dashboard is tied to a specific permission. If your role doesn't include, for example, inventory or procurement access, those cards simply won't render for you — this is intentional, not a bug.
- Why did the Route Coverage / In Field card disappear when I picked "This month"? Those cards only track today's open day cycle, so they only show up when the date range is set to "Today." See Changing the Date Range.
- Why is the sparkline on a KPI card a plain wavy shape instead of matching my numbers? A couple of the smaller trend sparklines are illustrative placeholders used when there isn't enough granular history to plot yet; the headline number above each card is always the real figure.
- Why didn't my Cash & Bank / Customer Balance / Supplier Balance change when I picked a different period? They aren't period figures — a balance is where you stand today, so those three cells are marked As of now and ignore the date bar on purpose. See Your Money Numbers.
- Why don't I have the three balance cells at all? They read your accounting ledger. If your business isn't using the accounting module, or your role doesn't include accounting access, they aren't shown — better than showing a zero that would be wrong.
- Can I filter the Dashboard by store, register, or venue? Not from this screen — the Dashboard shows business-wide totals for the selected date range. Use the dedicated Stores/Registers/Reports screens for scoped views.
- Where does the exported report come from? The Export Report button generates a PDF for the exact date range currently selected, so change the range first if you want a different period — see Exporting the Dashboard as a PDF.