Shortlist Dashboard

This article will highlight how to use the shortlist dashboard for quick access to Shortlists in various statuses. 

TABLE OF CONTENTS

• Quick Lists
• Saved Templates
  • Creating a Saved Template 
  • Removing a Saved Template 
  • Deleting a Saved Template 

Quick Lists

There are a number of Quick lists on the shortlist dashboard page which would have been agreed and set up at the system implementation stage, so they tend to vary slightly from system to system. A standard set up will break down shortlists by Open for bidding, Ready to offer, Offered, Accepted, Let, Direct Let and Closed. 

Saved Templates

Creating a Saved Template 

Additional Quick lists can be created as saved templates. These are set up via the generic list report. Click here for more detailed guidance on reporting. 

1. Click on the "Reports" tab.
2. Select "Generic List Report".
3. Run and save your desired template.
4. Click "Save this report" and make sure Yes is selected to the Save to my dashboard question. 
5. Click "Save changes".
6. After that, go to "Shortlists" on the left side panel, and the report will be under "Save templates". 

Note: If you'd like to make changes to your dashboard lists that aren't possible by adding quick links, please contact your account manager.

Removing a Saved Template

To remove a saved template from the dashboard:

1. Click onto the report from the dashboard.
2. Go to "Save this report". 
3. Make sure No is selected for the Save to my dashboard question. 
4. Click "Save changes". The saved template should no longer show on the dashboard. 

Note: The same principle applies for People, Property and Shortlist dashboards. 

Deleting a Saved Template 

To delete a report template:

1. Go to the "Reports" tab on the left hand side. 
2. Click "Generic List Report".
3. Click "Open an existing report". 
4. Select the report you wish to delete, and click "Delete Report". 
5. Click "Confirm".