Your Rentopian dashboard gives you a quick look at important activity in your account. You can change the date range, reorder widgets, or choose which widgets appear. Here’s how:
1. Update Your Dashboard Date Range
Click the Update Dashboard Dates button on the right side.
Move the date forward up to 7 days, or enter a custom number of days.
Select a specific date if you want to jump to that day.
Click Reset to Default to return the dashboard to today’s date.
Note: These dates control the main dashboard widgets only. The Tasks Widget has its own date button.
2. Open Your Dashboard Settings
Go to Settings in the main menu.
Select Dashboard.
3. Customize Main Dashboard Blocks
Drag and drop widgets to change their order.
Changes save automatically.
Uncheck Active to hide a widget from your dashboard.
Check Active to show a widget that is currently hidden.
4. Customize Sidebar Blocks
Your sidebar contains widgets like Tasks and Website Orders.
If your Rentopian account is not connected to a website, you can uncheck Website Orders to hide that widget.
To see finished tasks in the Tasks widget, click the widget’s settings icon and check Include Completed Tasks. Completed tasks then show with your open tasks. This setting is saved to your user, so it stays set each time you log in.
5. Customize Your Statistics Widgets
Go to the Statistics Widgets tab in your Dashboard Settings.
Choose from a list of available options.
You may select up to five active widgets.
Drag and drop to change the order of the active widgets.
If you already have five active, you must remove one before adding another.
6. View Your Updated Dashboard
Return to your dashboard.
Your layout will now match the settings you selected.
7. Assign Drivers From the Dashboard
The Going Out and Coming Back widgets show an Assign link in the driver column, including for deliveries to a venue.
Click Assign to pick a driver without opening the order.
Need Help?
If you have any questions about customizing your dashboard, contact us at [email protected].