Use the dashboard
The web dashboard brings together the work your role may view: team activity, check-ins, sales, customers, and deliveries where included by the plan. Use date and branch filters to narrow the view.
- A mobile record saved offline will not appear on the web until it reaches the server.
- A role permission or branch assignment can hide a section even when the organization has the feature.
- Treat totals as a view of received records, not a guarantee that every phone has already synced.