Add custom charts to a dashboard

IO S. shared this announcement ago

You can create custom reports with graphical charts, apply filters, and add to a dashboard (more info)

New Features:

Dashboard: Each worker (and main account) can create a dashboard of customized charts (more info)
Templates: Revisions are now automatically saved and available to restore to older versions of pages, emails, contracts, etc
Texting: You can create text message templates in the email center (see Customer - Manual Text template). When you select a text template from the email pop-up on a lead it will default to the text option
Taxes: You can now force a sales tax override by zip code under Settings->Distance Charges. Note: When setting this the zip code distance charge will be used.
Contract: If contract is signed, signature section is now automatically hidden.
Leads: You can now use county name to filter leads in the keyword box.
Contracts: As an admin, you can now view a contract when in Quote Status
Contracts: Emailing a contract to a customer when lead is in Quote status now auto-updates status to Contract
Square: Improved styling of credit card input form
Quote Page: Added new template variables to allow referral and customer types be required:*referral_field_required* and *customertype_field_required*
Statuses: You can now set which statuses set the book date (Contract status or above does this by default)
Statuses: You can now set the status leads are set to when they are auto-booked (Contract status by default)
Wordpress: Check availability date is now passed along with cart checkout to quote form as start date
Wordpress: Added website links next to items, categories, and a log of transactions on Wordpress page
Mobile App: Note the mobile app will be updated sometime this week with the below changes:
Mobile App: Status and Delivery Type added to lead details screen
Mobile App: When adjusting start date, end date auto adjusts as well
Mobile App: Improved layout for tablets
Mobile App: When searching from list of leads, filter is automatically removed
Mobile App: Scrolling to the bottom of the list of leads will now auto-load more leads
Mobile App: Added default filter of ‘Upcoming Events’.
Mobile App: Added last activity and contact date for filters (when CRM active)

Bugs fixed:

Websites: Fixed availability checker when items had dashes in the name
Payments: Fixed bug with surcharging sometimes leaving $.01 due or as a credit.
Conflicts: Fixed bug where conflicts would show as yellow and not red in certain circumstances
Square: Fixed issues with it not showing payment in the Lead Log and not upgrading status automatically
Square: Surcharging now works when using square
Square: Now showing confirmation of payment to customer properly
Workers: Rank workers up to 10, and 10 rank can now sign up for any available shifts
Workers: When using Gmail integration they can now send emails through their connected account
Vendors: Prevent multiple alerts from going out when lead is changed
Vendors: Fixed it so vendor items with accessories now display properly on POs
Vendors: Fixed issues when multiple vendors respond to a quote not showing responses correctly
Vendors: Fixed issue causing vendors to sometimes sign POs twice
Vendors: Fixed issue with when items with same name in a lead had quantity wrong on PO
Vendors: Fixed it so advanced times will show properly to vendors. *fullrentaltime* can be added to the PO template
Contact Form: Fixed it so company time restrictions don’t affect it
Conflicts: When admin overbook (in general settings) is set to error, it now no longer allows status upgrades
Contract Page: On mobile, it now scrolls to errors
CRM: Tab now shows email communication correctly when multiple email addresses are listed
Emails: Shared filters are now available in the filter drop-down of email center
Emails: You can now see when emails bounce in all log tabs and hover over it to see the reason
Emails: Fixed issue with deposit due emails going out even when deposit was paid when using deposit requirements on specific items
Prices: Fixed rental price showing $0 when a new lead is created and the start/end times are the same
Leads: Clicking a conflict when editing a lead no longer annoyingly redirects the page.
Rentals: Corrected issue when using both link qty and required qty on accessories
Mobile App: Saving a new lead will now take you to the lead details page instead of the lead list
Leads: If rental advanced times are set improperly system will now error
Taxes: Fixed a rounding issue in certain scenarios that would cause IO tax not match QB tax