My Dashboard Magestandard

When you sign in to the Admin, dashboard is usually the first page that you can see. In this article, we will give you detailed information about dashboard in Magento 2.

What is Dashboard?

The dashboard containing an overview of sales and customer activity usually appears as the first page when you log in to the Admin. With the blocks on the left, you can view information such as lifetime sales, average order amount, the last five orders, last and top search terms. Regarding the graph, it shows you the orders and amounts for the selected date range. The tabs above the graph can be used to switch between two views. Moreover, you can create dashboard snapshot reports for each store view. The quick reports include details about your best-selling and most viewed products, new customers and those who have purchased the most as well.

Although the dashboard is the default startup page for the Admin, you can display another page when logging in by changing the configuration. In addition, you are capable of customizing the starting dates in dashboard reports or deactivating the display of the charts.

Customize the Chart

Select Stores on the Admin sidebar -> Choose Configuration under Settings. Then you can do any of the following:

Activate Charts

a. Tap Admin under Advanced in the left panel

b. Apply Yes to Enable Charts in the Dashboard part

Configure the Beginning Dates

a. Select Reports under General in the left panel

b. Do the following in the Dashboard section:

Set Year-To-Date Starts to the Month and Day
Set Current Month Starts to the Day

Select the Data Source

The performance of the dashboard can be enhanced by switching off the display of real time data in case you have a lot of data to process.

a. Widen Sales in the left panel -> Tap Sales

b. Expand the Dashboard section then do the following:

Apply Yes to Use Aggregated Data (beta) for real-time data
Apply No to Use Aggregated Data (beta) for historical data

Alter the Startup Page

a. Widen Advanced in the left panel -> Select Admin

b. Expand the Startup Page section

c. Select the page that you want to set as the Startup Page when logging in to Admin

Click on Save Config to finish

We have shown you an overview of the dashboard in Magento 2. If you have any question, please feel free to contact us.

In Magento 2, Account Dashboard includes nine areas for customer to control their account. There are My Dashboard, Account Information, Address Book, Downloadable Products, Orders, Billing Agreements, Newsletter Subscriptions, My Product Reviews and My Wish List. Each area has its own feature, let’s check this article to get an overview of Account Dashboard in Magento 2.

My Account Dashboard

My Dashboard or Customer’s Account Dashboard records and presents all the detail of their orders such as order number, order date, receive address, order total, status and action with the order…. In this area, customers surely can follow their orders, manage shipping address, and control other activities with online store.

Account Information

Account Information section allows customers to edit their account information and change their email as well as password. For store admin, they also can update customer accounts and check the information to offer shopping assistance such as offers on customer birthday or more.

Address Book

Customer address book records the default billing and shipping address, and additional address entries.

Downloadable Products

Downloadable product contains lists of all products which are purchased on store website and links associated with particular product.

Orders

In Orders field, customers are able to see a list of their all orders coming out with a link to each product. If in the configuration, admin set enable for customer to interact with available orders, any order can be reordered just through simply clicking the reorder link.

Billing Agreements

Billing Agreements show exactly a list of any customer billing agreements.

Newsletter Subscriptions

When opening Newsletter Subscription section, you will see lists of all applicable newsletters which is currently subscribed by customers with a checkmark.

My Product Reviews

My Product Reviews records all of product reviews submitted by the customer with a link associated with particular review.

My Wish List

My wish list contains a list of product that a registered user can share with the other people, or pin to shift to the cart at a later date. Customers also can delete product in their wish list when they do not want to pin it anymore.

We have presented about Account Dashboard in Magento 2. We hope that this article can show you useful information to select the appropriate extension for your online shop. If you find it helpful for you, please Like, Share and Subscribe to keep updating for more upcoming blogs!

Tag: My Dashboard

What You Should Know about Dashboard in Magento 2