Welcome to Propertybase Webinars! Once a month, our Customer Success Team conducts an educational webinar that covers a different Propertybase topic in detail and includes Q&A time at the end. These webinars empower viewers with best practices and the knowledge to take their investment in Propertybase to the next level.
Webinars typically take place on the last Thursday of each month. If you would like to be notified of upcoming webinars, please email your request to our Customer Success Team. We look forward to sharing Propertybase with you!
Note: The webinar topics covered are available in Propertybase Lightning only. If you are a customer using Propertybase Classic, click here for information on upgrading your account.
Reports & Dashboards - June 28th, 2018
Click here to view discussion questions
Question: How many components can I build in a single dashboard?
To any one dashboard, you can add up to 20 components.
Question: I'm not sure I'm on the latest version of Lightning, do I have all of these features?
In the Summer 18 release, Lightning Report Builder was made generally available. If for some reason you are not able to access Lightning Report Builder follow these steps:
- From the Setup menu, select Reports and Dashboards Settings.
- Check Enable Lightning Report Builder.
- Click Enable, under the Report Builder Upgrade section.
- Click Save.
Note: If you don't see the button, the Lightning report builder has already been enabled for your entire organization.
Question: If I don't like the colors of charts/graphs, can I change them?
Absolutely. The colors are controlled in the picklist values of the field represented. Go to Set up → Object Manager, then select the Object you are reporting on and go to "Fields & Relationships" and select the picklist field you are displaying in your component. Once there, find the "Chart Colors" Button under the picklist values section.
If you select "Assign Colors to Values Dynamically", the colors will be auto generated by the system. If you choose "Assign Fixed Colors to All Values" you can select the associated chart color for each value by hitting "Edit" on each picklist value.
Question: Is there a way to get the Dashboards that were viewed in this webinar?
One of the great benefits of Propertybase is the high level of configurability in the product. We know that not everyone runs their business the same way, so one of the reasons we held this webinar was to show clients how easy and fun these dashboard are to configure so they can be customized for your business using the existing reports in your system.
Question: So cool the report can be emailed to me! Is there a limit to the number of reports I can subscribe to?
You can subscribe to up to 5 reports.
Question: Where do I go to update to the latest version?
For help upgrading to Lightning, please check out our migration guide here. If you find you need additional help, contact us at Support@propertybase.com. If you are needing to upgrade to the latest version of Propertybase, the Update Page link can be found on the Administrator homepage under the login box.
Question: I have tried to export reports, but the graph does not show up correctly.
Unfortunately, because it exports to Excel, the graph does not also export. However, once in the export, you can add a graph or chart using the data with the Excel functionality.
Question: Once I have made the dashboard, how do I get it to show up on my home page?
To change the dashboard displayed on your homepage, navigate to that page and select the gear icon at the top right of the page and select "Edit Page". Once there, click into the dashboard section and a dropdown labeled "Dashboard" should appear on the right side of the page.
Simply select the dashboard you would like to see on your homepage from that drop down and hit save.
Question: How do I change the currency on a report?
You will have to open the reports with the Classic report editor to change the currency:
Select "Show" > "Currencies Using" and then choose the desired currency and then save.