Dashboard and reports

Syncek has one dashboard: the Dashboard page at the top of the sidebar, which is also the page Syncek opens on. It shows how many records Leads, Contacts, Accounts and Opportunities hold and the five most recently added records of each. Nothing on it can be added, moved or removed, and Syncek has no charts and no report builder. For report numbers, use a view with a total under a column.

What the dashboard shows

• A line under the title with the total, such as 212 total records across 4 objects.
• One card each for Leads, Contacts, Accounts and Opportunities, with its number of records. Click a card to open that object's table.
• Recent Activity: one card per object, such as Recent Leads, listing its five newest records. Click a name to open the record.

The counts leave out deleted records and cover only the workspace you are in. Objects you add yourself do not appear on the dashboard, and Recent Activity shows the records added most recently, not the ones edited most recently.

Reports are views

The questions a report answers, such as how many opportunities are open or what they add up to, are a filtered table in Syncek:

1. Open the object, for example Opportunities, and filter it down to the records the question is about.
2. Read the footer. Under the record name it shows how many records match, and under a Number column you can add Sum, Average, Min or Max. A total covers the rows loaded so far, so read Column calculations before trusting one on a long table.
3. Save the table as a view, so the question is one click next time. A shared view shows the same numbers to everyone.

For a chart, click Export, choose Visible rows and chart the CSV or Excel file in a spreadsheet. See Exporting data.