How to add widgets to your dashboard

The dashboard is made up of widgets, each of which can be customized to display a different KPI, date range, chart and title. Adding widgets is very easy.

  1. Log into the BackOffice, and go to your Dashboard
  2. Click on the Add a Widget button. A list of available widgets will appear in the dropdown menu
  3. Select the widget you would like to add to your dashboard, and click OK 
  4. Customize your widget by selecting the chart type and date range for the data you would like to display

Once you have added a widget, you can also perform any of the following actions by clicking on the corresponding icon: 

    • Export: To a file (png format)
    • Settings: Change the date, graphic type and widget title
    • Delete: Delete the widget
    • Move: Move the widget on the page

 

You can choose from the following dashboard widgets:

 

Gift Cards Activity:

  • Shows the average number of activation, redemption and reload activities on active cards carried out per day, for a given date range, for all or select account types.

     

    Gift Card Amount Activity:

    • Shows the average dollar amount resulting from activation, redemption and reload activities on active cards carried out per day, for a given date range, for all or select account types.

    Gift Card Float Balance:

      • Shows the total dollar value of gift card balances that are available for customers to redeem, for both active and inactive cards, by account type.
      • You can see where you were at the previous week, month and year; therefore compare with the previous week, month or year