After installing the app, simply head over to any dashboard you own or create a new one.
To get familiar with the different options the various gadgets have to offer we suggest adding all of them to your dashboard.
Add gadgets
Simply add the gadget you need to your dashboard(s) and configure them according to your requirements.
To use sumUp on your dashboard view, click on Add gadget on the right side of your screen
An add gadget menu will slide from the right hand side of the screen, on search gadgets type in sumUp then click on add under the image of the desired gadget:
Configure the gadgets according to your needs. More details on the various parameters can be found on the relevant pages:
- Filter Results (by sumUp)
- Two Dimensional Filter Statistics (by sumUp)
- Grouped Filter Results (by sumUp)
- Work Log Report (by sumUp)
Edit gadgets
After adding the desired gadget(s), you can edit them according to your preferences even when it comes to color and naming.
Click on the ellipsis menu ... on the top right corner of the gadget then you will see a variety of options you can do to configure and customize your gadget
Highlight color
Choose the desired color to highlight your dashboard.
Refresh
Refresh the data your dashboard is displaying.
The time it takes to refresh depends on the amount of data the dashboard is displaying.
Configure
You can configure your gadgets directly from the dashboard by clicking on the configure option.
Pro tip: Rename the gadget (by clicking on the ellipsis menu ... and then rename, as shown below) to include information about what users can expect as a result.
View aid
You can minimize or maximize the gadgets to have the view that fits you better.
Delete
This option permanently deletes your gadget. A confirmation pop-up message will appear when you click on delete to double check if you want to proceed.
If you still have questions, feel free to refer to our support team.
