For users with access to transaction history, your “Dashboard” will provide at-a-glance statistics regarding the recent performance of your site reference(s).
Required user roles
Admin, Developer, TransactionUser, ViewFeesAndStatements, ViewTransactionsOnly
How to access
This page is shown on sign in. You can get back to this page at any time by clicking “Dashboard” on the side-bar.
Changing dashboard output
The “Dashboard” provides at-a-glance statistics regarding the recent performance of your site references. There are a number of views you can choose from, all of which use different methods to present this information. To change the view displayed, use the drop-down provided in the upper-right of the dashboard. Follow the links provided below to learn more about the different views: