Dashboard Info Can Be Drilled Into
On any dashboard (or report), you should be able to click on the graphic in order to see the invoices / customers etc that make up the figure. For example, the "Collections" section on the dashboard displays the amount of money invoiced and collected in a period - if you click on the graph it should take you to a list of the invoices or payments that make up that number. The ratios displayed on the dashboard should also be viewable.
Comments: 1
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19 Feb, '20
ChristineI would also like to add to this in more detail - this same principle should be applied to your Reports section. Ie. on the Subscriber Activity report, I should be able to click on the # of customers added or cancelled to display a list of customers that make up that amount. Another example would be on the Payment Summary report, being able to click on the amount Refunded and see who makes up that amount.