Thank you for using the English version of the JTL-Guide!
We are currently still building up the English documentation; not all sections have been translated yet. Please note that there may still be German screenshots or links to German pages even on pages that have already been translated. This guide mostly addresses English speaking users in Germany.
We are currently still building up the English documentation; not all sections have been translated yet. Please note that there may still be German screenshots or links to German pages even on pages that have already been translated. This guide mostly addresses English speaking users in Germany.
Note: On 1 September 2024, JTL introduced new editions that bundle most of the previous individual services into different packages. In order for you to continue working as smoothly as possible, existing customers were automatically switched to the package configuration that best matched their existing contract. The individual packages differ in terms of limitations and/or range of functions. Therefore, some of the features described in the JTL-Guide may not be available to you as part of your booked JTL edition. You can change your package configuration in your JTL customer account. Find out more about the new editions and packages here. Check our FAQ for frequently asked questions about the product editions.
Dashboard statistics widget
Your task/initial situation
You already want to be informed about the most important statistics on the JTL-Wawi dashboard. You can use the JTL-Wawi Statistics widget for this. In the example we included statistics based on the sales orders of the current month.
Preparing the statistics template
In order to integrate an evaluation into the dashboard, you must first create a suitable statistics template.
- To do this, switch to the Statistics area and configure the evaluation that you want to display on the dashboard.
Example: Under Sales > Sales orders, select the folder Quantity and under Templates, select the option Per month (total). Under Limitation, select the option This month.
- Click Start evaluation. If necessary, adjust the view by showing the data points and showing or hiding the legend.
- Click Create, select a folder, and give the template a suitable name, such as Sales orders, this month.
Integrating a widget into the dashboard
- Now go to the dashboard of JTL-Wawi by clicking the Dashboard icon.
- Click on the + icon to open the menu and double-click on the entry Statistics > Statistics. A new statistics widget will be added to the dashboard.
- Click on the widget header and then on the settings icon. The settings menu opens.
- Under Statistics template, select which template is to be displayed in the widget.
- Under Advanced, specify a Title and Subtitle for the template.
- Click Reload data and close the settings menu. The chart will now be loaded.
- Customise the widget according to your requirements and add further statistics widgets if necessary.
