Creating the Order Summary Tile

The Order Summary Tile tracks total sales and earnings for the current day, week, month, and year (based on order entry date) and compares them to last year's numbers. This article will explain how to create the Order Summary Tile.

Requirements:

• Users must have Reports access to Reports

Creating the Tile

1. Navigate to the Home Page.

2. Click the Tiles menu, then select Create from the drop-down list.

3. The Create New Tile page will appear. Click the Order Summary tile.

4. The Create Order Summary Tile page will appear. This page is divided into two sections: Visual Details and Filters.

Visual Details 

Use this section to define the tile's display information.

1. Enter a name for the tile into the Display Name field. 

2. Select the page where the tile should be displayed from the Tile Location drop-down list.

3. Create the tile for other users by typing their name into the User Access field. Skip this step if you're creating this tile for yourself. 

4. Check the Show Earnings box if you would like the tile to display earnings.

Filters

Use this section to filter the quotes that are displayed in the tile. Filters are not required.

When the tile's setup is complete, click . After the tile has been created, it can be edited at any time.

Viewing the Tile

The Order Summary tile will appear after an initial scan of all orders is completed. This tile will update nightly.

Learn more about using the Order Summary Tile.