Dashboards

The Dashboards module allows viewing online dashboards available to the mobile user.

Using the Fiscal year criterion in filters and in reports and dashboards criteria is working as a Calendar year.

  • The availability of dashboards depends on the profile permission settings in Salesforce.

  • The mobile user can view the related report, as well as modify the report criteria.

  • Tap Refresh to update the dashboard.

  • Add the dashboard to the mobile layout.

Dashboards Kotlin

Adding Dashboard to the Menu

To add the Dashboards module to the app menu:

  1. Go to CT Mobile Control Panel: App Menu tab.

  2. Select the required profile in the Location picklist.

    General Settings will be applied to all the profiles without individual settings.

  3. Click the 62562609 button to open the Add menu item tool.

  4. Select the Dashboards item.

  5. Click Add to close the Add menu item tool.

  6. Click Save.

The setup is complete.

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