Sales managed by Guru are automatically listed in the Dashboards, section Customer Dashboard.
To find customer dashboards in a list with many records, you can search and filter by period, update your dashboard, and also export to PDF.
On this page:
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How to filter Customer Dashboards
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Update Customer Dashboards
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Export Customer Dashboards to PDF
How to filter Customer Dashboards
You can use filters to view a smaller subset of existing customers. This feature is useful for finding specific customers you want to view.
By default, only records from the last 28 days will be shown, but the period can be changed in the filters, in the field Period.
Steps:
1 - Access the Guru admin with your username and password.
2 - In the side menu, go to Dashboards.
3 - In Customer Dashboards, click on Filters.
4 - Fill in the filter:
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Period: searches for customers with data from the selected period - you can use the predefined time range buttons or select the date you want to view.
5 - Click on Filter.
To remove the applied filters, just click on Clean Filters.
Update Customer Dashboards
In this step, you can update the customer dashboard.
Steps:
1 - Access the Guru admin with your username and password.
2 - In the side menu, go to Dashboards.
3 - In Customer Dashboards, click on Refresh.
After clicking update, the page will load and then appear updated.
Export Customer Dashboards to PDF
Pdf export is available in the Guru dashboards section. Clicking export will generate a PDF file of the dashboards.
Steps:
1 - Access the Guru admin with your username and password.
2 - In the side menu, go to Dashboards.
3 - In Customer Dashboards, click on PDF.
4 - After a few minutes, the Pdf Download to save. will appear.
To confirm the download, you should see a notification in the top right corner.