Search Results

Search Results

Articles tagged "widget" returned 30 results.

Page 3 of 3

Creating a Project

...these will be listed in the sub-lists or widgets for that specific Project. Members If different users will be involved in a Project, they can be added as members to...

Set up your annual reporting

Use Gold-Vision to standardise your reporting for your meetings and collate charts to track progress for the business. Create widgets, tables or counts which are dynamically refreshed using the data...

Creating Sales Target Charts

...settings, you can create custom date periods to match Financial dates used by your business Click on ‘Views’, select ‘Report’ and then ‘Create a New Widget’, select ‘Target Chart’. There...

Monitor activity

...can then create Widgets and Charts from this list then add them to Menus or Dashboards : Close modal See Dashboards for more information about creating Charts and Reports.  ...

Report, Calendar, Map and Flows view

...selects a highlight option the screen will refresh and the items on the calendar will be highlighted according to the selected option value.   Report View Create and view widgets...

How Can I Use Profiles?

...widgets and reports. Creating a Profile Click on the View menu select Profile and lick on the + icon. Close modal Or click on the New Menu and select Profile....

Event Reporting

...To create a new Chart, Widget or Report you can start by filtering one of the above Lists. Change the View to Report as shown below and select to Create...

Create Event Sessions

...Event. To View Sessions against the Event you may choose either a Widget or a list as shown below. Close modal Tip Please ask your Gold-Vision Administrator to add any...

Dashboard Team & User Access

When editing a Dashboard you can change the Name and set Share options. Share options allow you to specifically restrict or allow which teams or users can view or edit...

Manage Dashboards

The Manage Dashboards screen enables you to access additional options to for example Re-Order Hide / Show, Edit, Pin to Menu, Pop Out, Duplicate, Remove and Delete. Re-Order Dashboards On...