This dashboard report is used by the Sesame mobile app. It displays a summary of payments received by the current user that day per payment method and the payment values.
To display the dashboard report in the Sesame app:
1.Save a version of the Sesame Payment Dashboard report template
2.Add the newly created report as the Scanning User role's 'Default Dashboard' on the Application Security - Roles|Basic page.
Criteria
The following table describes this dashboard report’s criteria:
Criteria |
Description |
Payment Date Format |
Specifies the date to use for the report: The report uses the Today, by default. •Date Range •Previous 7 Days (excluding today) •Today •Yesterday |
Advanced Section
The following criteria is available in the advanced section:
Criteria |
Description |
User Role |
Filters the dashboard by the selected user. The report uses the user that is currently logged into Sesame, by default. Click |
Components
The components section is only available to dashboard reports. It is used to determine the way the sections of the dashboard report are actually displayed.
The following table outlines the configurable aspects of dashboard reports:
Field |
Description |
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Row Number |
Determines the vertical order that the areas of the dashboard report will be displayed. If there is a gap between the row numbering (if components have been assigned 'Row Numbers' 1 and 3, but none have been assigned 2), a blank row will not be displayed on the Desktop. |
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Column Order |
Determines the horizontal order of that areas of each row will be displayed. If there is a gap between the column ordering (if components within a single row have been assigned 'Column Order' 1 and 3, but none have been assigned 2), a blank column will not be displayed on the Desktop. To leave a blank column, you must use the 'Column Indent Width' dropdown. |
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Column Width |
Determines how wide each component will stretch across a row. The dashboard is techincally 12 columns wide. Selecting one of the values from the dropdown will determine the percentage of the row that component will fill: •3: 25% •6: 50% •9: 75% •12: 100%
If the components on a single row exceed the maximum width, the component listed lower in the components section of the dashboard report will be forced to the next row on the Desktop.
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Column Indent Width |
Determines how far the components on a row will be indented from the left-hand side of the dashboard. The dashboard is techincally 12 columns wide. Selecting one of the values from the dropdown will determine the percentage that row will be indented: •3: 25% •6: 50% •9: 75%
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