# Portal Dashboard Reports
Updated: 9/28/2020, 10:32:47 PM
Created: 9/28/2020, 10:32:47 PM
Last Updated By: Peter Schellenbach
Read Time: 1 minute(s)
Running the Portal Dashboard Reports
Run the Portal Reports Setup to configure the elements necessary to run the reports. See the Portal Reports Setup Documentation
Run the Portal Dashboard to view the summary of sales and financials.
The dashboard wants to have calculations refreshed within the past 15 minutes. If, when starting the dashboard, it has been over 15 minutes since the last calculations, a temporary display will show that figures are updating. After a satisfactory delay of a minute or so, click the Go button and the summary of sales and financials page should display. If not, repeat until it displays.
Leaving the dashboard running with Auto-Refresh slider activated for about every 5 minutes will automatically refresh the dashboard display and trigger a background recalculation of numbers when necessary.
The title section of each dashboard page shows the date and time the last calculations were run.
On the summary of sales and financials, those labels underlined and displayed in a color can drilled down on to display additional dashboards.
Drill down on Sales to initiate the Portal Sales Reports dashboard
Drill down on Gross Profit (GP$) to initiate the same Portal Sales Reports dashboard
Drill down on Margin (GP%) to initiate the Portal Year to Year Margins dashboard
Drill down on the Balances as of MM-DD-YY to initiate the AR and AP dashboard
After doing a drill downs, the browser back button can be used to navigate back to the previous dashboard, or simply clicking on the Portal Dashboard tab will re-initialize back to the summary of sales and financials.