Sales managed by Guru are automatically listed in the area Dashboards, Summary P.P.C.T. section.
To find the Summary P.P.C.T. 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 Summary P.P.C.T. Dashboards
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Manage Summary P.P.C.T. Dashboards filters
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Update Summary P.P.C.T. Dashboards
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Export Summary P.P.C.T. Dashboards to PDF
How to filter Summary P.P.C.T. Dashboards
You can use the filters to view a smaller subset of existing P.P.C.T. 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 Summary P.P.C.T. Dashboards, click on Filters.
4 - Fill in one or more filter options:
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Period: searches for tracking records from the selected period - you can use the predefined time range buttons or select the date you want to view;
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Tracking User: searches for tracking users.
5 - Click on Filter.
To remove the applied filters, just click on Clean Filters.
Manage Summary P.P.C.T. Dashboards filters
You can check the number of applied filters when using filters to view desired information. This feature is useful if you want to check how many filters have been applied.
In addition, it is possible to clear the filters without accessing the Filters icon again, facilitating the removal of applied filters.
View applied filters
You can check the number of applied filters.
Steps:
1 - In the side menu, go to Dashboards, click on P.P.C.T. and then, Summary. After the page loads, the dashboard will be displayed.
2 - In Summary P.P.C.T. Dashboards, click on Filters.
3 - Fill in one or more filter options - apply the filters you want to query.
4 - Then, the number of applied filters will appear on the screen.
If you want to apply other filters, click How to filter Summary P.P.C.T. Dashboards.
Clear applied filters
You can remove the applied filters, without needing to click on the filters icon.
Steps:
1 - In the side menu, access Dashboards, click on P.P.C.T. and then, Summary. After the page loads, the dashboard will be displayed.
2 - In Summary P.P.C.T. Dashboards, click on Filters.
3 - Fill in one or more filter options - apply the filters you want to query.
If you want to apply other filters, click How to filter Summary P.P.C.T. Dashboards.
Update Summary P.P.C.T. Dashboards
In this step, you can update the Summary P.P.C.T. dashboard.
Steps:
1 - Access the guru admin with your username and password.
2 - In the side menu, access Dashboards.
3 - In Summary P.P.C.T. Dashboards, click on Update.
After clicking update, the page will load, and then it will appear updated.
Export Summary P.P.C.T. Dashboards to PDF
Pdf export is available in the Guru dashboards section. When you click export, a PDF file of the dashboards will be generated.
Steps:
1 - Access the guru admin with your username and password.
2 - In the side menu, go to Dashboards.
3 - In Summary P.P.C.T. Dashboards, click on PDF.
4 - After a few minutes, the Pdf Download to save.
To confirm the download, you should see a notification in the top right corner.