{"id":5913,"date":"2024-09-30T06:38:47","date_gmt":"2024-09-30T06:38:47","guid":{"rendered":"https:\/\/myweburls.com\/hvacbusiness\/p3-hvac-software-customize-report-dashboard\/"},"modified":"2024-10-03T08:06:01","modified_gmt":"2024-10-03T08:06:01","slug":"p3-hvac-software-customize-report-dashboard","status":"publish","type":"post","link":"https:\/\/myweburls.com\/hvacbusiness\/p3-hvac-software-customize-report-dashboard\/","title":{"rendered":"Tuesday Tool Tip &#8211; Customize Report Dashboard"},"content":{"rendered":"<div class=\"article-body\">\n<h2>How to Customize the Report Dashboard<\/h2>\n<p>Once, activated each person at the company can customize their individual Report Dashboard.<\/p>\n<ul>\n<li>Click the &#8220;My Dashboard&#8221; icon<\/li>\n<li>In the upper right hand corner, click the Settings\/Gear icon<\/li>\n<li>Drag and Drop the desired Report Widgets into the &#8220;Selected Reports&#8221; table<\/li>\n<li>Please note the first 4 Report Widgets listed in the &#8220;Selected Reports&#8221; table will be the ones listed in the first row of the Dashboard, going left to right; i.e. the Report Widget at the top of the list, will be the first report viewed on the left hand side of the row.\u00a0 Report number 5 in the list, will be first Report Widget displayed in Row 2, etc.<\/li>\n<li>To remove a Report Widget, click the &#8220;x&#8221;<\/li>\n<\/ul>\n<\/div>\n<hr \/>\n<p style=\"text-align: center;\"><strong>Example Report Dashboard<\/strong><\/p>\n<p style=\"text-align: center;\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-3728\" src=\"https:\/\/myweburls.com\/hvacbusiness\/wp-content\/uploads\/2024\/09\/Report-Dashboard-Example.png\" alt=\"Report Dashboard Example\" width=\"1771\" height=\"795\" \/><\/p>\n<hr \/>\n<p style=\"text-align: center;\"><strong>Customize Report Dashboard Video<\/strong><\/p>\n<div style=\"padding: 50.1% 0 0 0; position: relative;\"><iframe style=\"position: absolute; top: 0; left: 0; width: 100%; height: 100%;\" title=\"Customize Report Dashboard\" src=\"https:\/\/player.vimeo.com\/video\/827789778?h=17b776ac0e&amp;badge=0&amp;autopause=0&amp;player_id=0&amp;app_id=58479\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/div>\n<p><script src=\"https:\/\/player.vimeo.com\/api\/player.js\"><\/script><\/p>\n<hr \/>\n<h2>About P3 HVAC Software<\/h2>\n<p>We encourage you to review our site and learn about how we help HVAC Companies operate more efficiently.\u00a0 \u00a0Please use this link to schedule a <a href=\"https:\/\/myweburls.com\/hvacbusiness\/lets-talk\/\">free demo of P3 HVAC Software<\/a>.\u00a0 Lastly, be sure to check in weekly as we will post a new Tool Tip each Tuesday.\u00a0 Lastly, current users of P3 HVAC Software, please be sure to join our <a href=\"https:\/\/www.facebook.com\/groups\/739653930048406\">Private Facebook Group<\/a> for great discussions with other HVAC Companies on how they are using the software for their HVAC business.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>How to Customize the Report Dashboard Once, activated each person at the company can customize their individual Report Dashboard. Click the &#8220;My Dashboard&#8221; icon In the upper right hand corner, click the Settings\/Gear icon Drag and Drop the desired Report Widgets into the &#8220;Selected Reports&#8221; table Please note the first 4 Report Widgets listed in [&hellip;]<\/p>\n","protected":false},"author":7,"featured_media":6598,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","inline_featured_image":false,"slim_seo":[],"footnotes":"","_links_to":"","_links_to_target":""},"categories":[329],"tags":[388,407,429,365,386,335,452],"class_list":["post-5913","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-tuesday-tool-tip","tag-hvac-business-solutions","tag-hvac-invoice","tag-hvac-reports","tag-hvac-software","tag-p3-software","tag-p3-hvac-software","tag-report-dashboard"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v23.8 (Yoast SEO v23.8) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Tuesday Tool Tip - Customize Report Dashboard<\/title>\n<meta name=\"description\" content=\"Excerpt\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/myweburls.com\/hvacbusiness\/p3-hvac-software-customize-report-dashboard\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Tuesday Tool Tip - Customize Report Dashboard\" \/>\n<meta property=\"og:description\" content=\"Excerpt\" \/>\n<meta property=\"og:url\" content=\"https:\/\/myweburls.com\/hvacbusiness\/p3-hvac-software-customize-report-dashboard\/\" \/>\n<meta property=\"og:site_name\" content=\"HVAC Business Solutions\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/hvacbusinesssolutions\" \/>\n<meta property=\"article:published_time\" content=\"2024-09-30T06:38:47+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2024-10-03T08:06:01+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/myweburls.com\/hvacbusiness\/wp-content\/uploads\/2024\/09\/Report-Dashboard-Settings-1.png\" \/>\n\t<meta property=\"og:image:width\" content=\"1920\" \/>\n\t<meta property=\"og:image:height\" content=\"961\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Brian Starzec\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Brian Starzec\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/myweburls.com\/hvacbusiness\/p3-hvac-software-customize-report-dashboard\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/myweburls.com\/hvacbusiness\/p3-hvac-software-customize-report-dashboard\/\"},\"author\":{\"name\":\"Brian Starzec\",\"@id\":\"https:\/\/myweburls.com\/hvacbusiness\/#\/schema\/person\/6b9e09b2e6a0905b99227b395689c81f\"},\"headline\":\"Tuesday Tool Tip &#8211; 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