View Historical Data

View the Dashboard with Historical Data. Past dates can be retrieved for most Dashboard cards.

  1. On the Performance menu, click Dashboard.
  2. Click the Settings icon to make setting changes.

The Settings dialog box appears with three setting sections: Historical Data Options, Profit Centers, and Available Cards.

  1. In the From Date and To Date boxes, select the previous point in time to view dashboard data.
  2. In the Profit Centers box, select the profit centers to view.
  3. In the Available Cards checkboxes, click to select the report cards to view in the dashboard.

NOTE: In historical mode, some weather forecasts and some cards will not be available and appear dimmed.

  1. Click the View Historical Data button.
  2. Click the Save button.

View the cards for the selected dates and profit centers.

  1. After selecting and viewing historical data, select the Settings icon.
  2. Click the View Live Data button.

NOTE: The View Live Data button only appears after you viewed historical dates and have not closed the Dashboard tab.

  1. Click the Save button.

The settings are saved with the selected profit centers and cards for real-time data.  

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