Learn to create dashboards before creating this report. See a short video and step-by-step instructions by searching Help for How to Create Dashboards.
Start by clicking on the Dominion VUE logo. From the home page, select an existing Dashboard by clicking on the far-right caret next to Unassigned Reports (or the current Dashboard name), or create a new Dashboard by clicking New and entering a name, then click Create.
Click the [Add Report] button in the Action Ribbon.
From the Report Tab
1. Report Basis - Select Appointments
2. Report Title - “Today’s Appointments”
3. Default View - Number
From the Filters Tab
1. Set Background Color - White
2. Specify Number 1 as Units Count
3. Leave Upper Text Blank Lower Text “Service Missed”
4. Click Add Condition
5. Set Appointment [ = ] Missed
6. Click Add Condition
7. Set Type [ = ] Service
8. Specify Number 2 as Units Count
9. Leave Upper Text Blank Lower Text “Service Remaining”
10. Click Add Condition
11. Set Appointment [ = ] Future
12. Specify Number 3 as Units Count
13. Leave Upper Text Blank Lower Text “QL Missed”
14. Click Add Condition
15. Set Appointment [ = ] Missed
16. Click Add Condition
17. Set Type [ = ] Quick Lube
18. Specify Number 4 as Units Count
19. Leave Upper Text Blank Lower Text “QL Remaining”
20. Click Add Condition
21. Set Appointment [ = ] Future
From the Parameters Tab
1. Report Title: Today’s Appointment’s
2. Companies: Select Companies to include
3. Advisor: All or select individual(s)
4. Appointment Status: All
5. Date Type: Preset Date Range
6. Date Range: Today
Click Save.
Each Dashboard Reports may be edited by clicking on the three ellipses in the upper right corner and clicking on the Settings.
Contact Customer Support for details to create personalized Dashboards.
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