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.
Hinweis: Am 1.9.2024 führt JTL neue Editionen ein, die die meisten bisherigen Einzelleistungen zu verschiedenen Paketen bündeln. Um ein reibungsloses Weiterarbeiten zu gewährleisten, werden Bestandskunden automatisch auf die Paketkonfiguration umgestellt, die ihrem aktuellen Vertrag am besten entspricht. Die einzelnen Pakete unterscheiden sich in den Limitierungen und/oder dem Funktionsumfang. Deshalb stehen möglicherweise einige der im JTL-Guide beschriebenen Funktionen in Ihrer Edition ab dem 1.9.2024 nicht zur Verfügung. Ihre Paketkonfiguration ändern Sie in Ihrem JTL-Kundenkonto.
Informieren Sie sich hier über die neuen Editionen und Pakete.
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.