--- title: "Step 7b - Create Reports - Panel Forms" slug: "step-7b-create-reports-panel-forms" updated: 2023-12-23T12:07:21Z published: 2023-12-23T12:07:21Z canonical: "docs.datajet.app/step-7b-create-reports-panel-forms" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.datajet.app/llms.txt > Use this file to discover all available pages before exploring further. # Step 6b - Create Reports - Panel Forms > **NOTE** > > This article is part of the "[Tutorial - Basic Sales Dashboard](https://portal.document360.io/v1/docs/basic-sales-dashboard-tutorial-overview)" series. It assumes the following: > > - The user is logged in to an active DataJet realm that contains the DJDemo2023 data (or data arranged in a [similar structure](https://portal.document360.io/v1/docs/djdemo2023-demo-database-schema)) > - Demo Data (or data in a similar structure) has been loaded into a project and reporting metrics have been created. See [Step 4b - Prepare Data for Reporting - Create Reporting Dimensions & Metrics](https://portal.document360.io/v1/docs/step-4b-2) if this has not yet been done. ## Approach Often dashboards will be used to display summary metrics - for example, the total revenue for a period, or the total number of orders. This section introduces summary metrics and shows how to create them using panel forms. The TODAY, “Month To Date” and “Year To Date” metrics on the dashboard are all created using this technique At the end of this step, you will know how to: - Create a Panel Form Report - Add summary metrics to Dashboards ## Key Techniques The following functional areas are introduced by this step: - [Panel Forms](https://portal.document360.io/v1/docs/panel-form) - Summary Metrics - Gauges/Visual Indicators ## Video Tutorial [Video](https://cdn.document360.io/73b6469b-c1e4-47e9-aa65-986c8ebd17ca/Images/Documentation/BSD%20-%20Step%206b%20-%20Overview.mp4) ## Creating Reports - Panel Forms ### **REPORT: Reporting Date** The reporting date for the daily dashboard is assumed to be the most recent shipment date in the sales table. This is the value we extracted in the [sales.TODAY] field earlier (i.e., the 7th Jan 2015). This information in displayed in the dashboard using the following approach: - Create a panel form of **max(sales.TODAY)** ### **Video Tutorial** [Video](https://cdn.document360.io/73b6469b-c1e4-47e9-aa65-986c8ebd17ca/Images/Documentation/BSD%20-%20Step%206b%20-%20Reporting%20Date.mp4) #### Create Report To create **Reporting Date:** - Go to **Engineering | Panel Form | Manual Config**. The **Build Value Panel** **Dialog** will appear. - Select **Add** to add a panel - **Right-click** in the added **Stats Panel** and select **Modify**. The **Panel Tile Settings** **Dialog** will appear. ![](https://cdn.document360.io/73b6469b-c1e4-47e9-aa65-986c8ebd17ca/Images/Documentation/image-9P7548N2.png) To create the **Reporting Date** with today’s date: - **Drag and Drop** [**sales.TODAY]** into the **Field** box - Change the **Label** to **TODAY’S DATE** - Change the **Function** to **max** - Change the **Format** to **Blank** - Select **Save** ![](https://cdn.document360.io/73b6469b-c1e4-47e9-aa65-986c8ebd17ca/Images/Documentation/image-KFZKT265.png) A **Stats Panel** with **TODAY’S DATE - 2015-01-07** will appear. ![](https://cdn.document360.io/73b6469b-c1e4-47e9-aa65-986c8ebd17ca/Images/Documentation/image-FRYTWP0V.png) #### Add Report to Dashboard If **DAILY SALES DASHBOARD** is not open, go to **Reports**, expand **Home** and **Drag and Drop** (*or double-click*) **DAILY DASHBOARD** into the workspace. ![](https://cdn.document360.io/73b6469b-c1e4-47e9-aa65-986c8ebd17ca/Images/Documentation/image-SYSNVVP9.png) Put the dashboard into **design mode**. To do this use the **Toggle** button, or right-click and choose “**design mode**” ![](https://cdn.document360.io/73b6469b-c1e4-47e9-aa65-986c8ebd17ca/Images/Documentation/image-XZ65L3GQ.png) **Drag** the Stats Panel of **TODAY’S DATE** from the open panel form dialog drop it into the top central slot on **DAILY DASHBOARD**. ![](https://cdn.document360.io/73b6469b-c1e4-47e9-aa65-986c8ebd17ca/Images/Documentation/image-2LOMXY4T.png) Rename the slot by **double-clicking** on the slot header, rename it to **REPORTING DATE**. ![](https://cdn.document360.io/73b6469b-c1e4-47e9-aa65-986c8ebd17ca/Images/Documentation/image-R98U0QQY.png) ### **REPORT: Revenue ($)** The Revenue ($) slot on the Daily Sales Dashboard contains the following metrics: - **TODAY**: Revenue for today, as well as percentage comparison to revenue from a week ago - **Month To Date**: Revenue for the current month to date, as well as percentage comparison to the same point in the month a year ago - **Year To Date**: Revenue for the year to date, as well as percentage comparison to the same date in the previous year ![](https://cdn.document360.io/73b6469b-c1e4-47e9-aa65-986c8ebd17ca/Images/Documentation/image-AKQRS68Q.png) ### Video Tutorial [Video](https://cdn.document360.io/73b6469b-c1e4-47e9-aa65-986c8ebd17ca/Images/Documentation/BSD%20-%20Step%206b%20-%20Revenue.mp4) #### Create Revenue Report - Create a **Panel Form** from **Engineering | Panel Form | Manual Config**. The **Build Value Panel** **Dialog** will appear. - Select **Add** three times to create three panels. ![](https://cdn.document360.io/73b6469b-c1e4-47e9-aa65-986c8ebd17ca/Images/Documentation/image-WPAZ7X2B.png) #### TODAY To create the **Revenue ($)** for **TODAY**: - **Right-click** in the top panel and select **Modify**. The **Panel Tile Settings** **Dialog** will appear. - **Drag and Drop** **sales.sales** into the **Field** box - Change the **Label** to **TODAY** - Change the **Function** to **sum** - Change the **Format** to **F0** (F0 is shorthand for “format 0”, where 0 is the number of decimal places. Use F0 for integers.) ![](https://cdn.document360.io/73b6469b-c1e4-47e9-aa65-986c8ebd17ca/Images/Documentation/image-3RE19UU2.png) Add filters. This will *calculate Sum(sales.sales) for both filters* and show sales for the *current filter as a percentage of sales for the previous filter*. This is the general technique used to show trend arrows in panel forms. - **Drag and Drop** **sales.IsToday** into the **Current** box - **Drag and Drop** **sales.IsWeekAgo** into the **Previous** box - Select **Save** ![](https://cdn.document360.io/73b6469b-c1e4-47e9-aa65-986c8ebd17ca/Images/Documentation/image-RUD6FR8U.png) The **TODAY** panel will appear. This shows the number of **sales today: 53,542** which is 7% of the sales from a week ago. This is a decrease, and so a red down arrow is displayed. ![](https://cdn.document360.io/73b6469b-c1e4-47e9-aa65-986c8ebd17ca/Images/Documentation/image-19RV5Y7Q.png) #### Month To Date **Right-click** in the middle panel and select **Modify**. The **Panel Tile Settings** **Dialog** will appear. To create the **Revenue ($)** for **Month To Date**: - **Drag and Drop** **sales.sales** into the **Field** box - Change the **Label** to **Month To Date** - Change the **Function** to **sum** - Change the **Format** to **F0** (this is how many decimal places so this will be an integer) ![](https://cdn.document360.io/73b6469b-c1e4-47e9-aa65-986c8ebd17ca/Images/Documentation/image-4NHUS5PW.png) Add filters: - **Drag and Drop** **ship date MONTHORDINAL 1** into the **Current** box ![](https://cdn.document360.io/73b6469b-c1e4-47e9-aa65-986c8ebd17ca/Images/Documentation/image-YFU329AE.png) Create a new filter using the **Hotbar**: - **Drag and Drop** **ship date MONTHORDINAL 13** into the **Hotbar** - **Drag and Drop** **IsMonthToDate 1** on top of **ship date MONTHORDINAL 13** in the **Hotbar** - **Drag and Drop** this new filter from the **Hotbar** into the **Previous** box - Select **Save** ![](https://cdn.document360.io/73b6469b-c1e4-47e9-aa65-986c8ebd17ca/Images/Documentation/image-5V0WKC7F.png) The **Month To Date** panel will appear. This shows the number of **sales for Month To Date: 2,497,034** which is up 136%. ![](https://cdn.document360.io/73b6469b-c1e4-47e9-aa65-986c8ebd17ca/Images/Documentation/image-SB94Y47M.png) #### Year To Date **Right-click** in the last panel and select **Modify**. The **Panel Tile Settings** **Dialog** will appear. To create the **Revenue ($)** for **Year To Date**: - **Drag and Drop** **sales.sales** into the **Field** box - Change the **Label** to **Year To Date** - Change the **Function** to **sum** - Change the **Format** to **F0** (this is how many decimal places so this will be an integer) ![](https://cdn.document360.io/73b6469b-c1e4-47e9-aa65-986c8ebd17ca/Images/Documentation/image-6FTPYMJA.png) Add filters: - **Drag and Drop** **ship date YEARORDINAL 1** into the **Current** box ![](https://cdn.document360.io/73b6469b-c1e4-47e9-aa65-986c8ebd17ca/Images/Documentation/image-2C21Q1SR.png) Create a new filter using the **Hotbar:** - **Drag and Drop** **ship date YEARORDINAL 2** into the **Hotbar** - **Drag and Drop** **IsMonthToDate 1** on top of **ship date YEARORDINAL 2** in the **Hotbar** - **Drag and Drop** this new filter from the **Hotbar** into the **Previous** box - Select **Save** ![](https://cdn.document360.io/73b6469b-c1e4-47e9-aa65-986c8ebd17ca/Images/Documentation/image-Q8NWDK6S.png) The **Year To Date** panel will appear. This shows the number of **sales for Year To Date: 2,497,034** which is up 136%. ![](https://cdn.document360.io/73b6469b-c1e4-47e9-aa65-986c8ebd17ca/Images/Documentation/image-RMXDNSQ1.png) > **Why are “Month To Date” and “Year To Date” the same?** > > You may notice that Month To Date and Year To Date are the same, this is because the data in the demo database ends at Jan 7th 2015. This means the current month is January, and so the current Day Of The Year is the same as the Day Of the Current Month. **Drag and Drop** the Stats Panel into the middle - right slot on **DAILY SALES DASHBOARD**. ![](https://cdn.document360.io/73b6469b-c1e4-47e9-aa65-986c8ebd17ca/Images/Documentation/image-5KYFMXPM.png) Rename the slot by **double-clicking** on the slot header, name it to **Revenue ($)**. ![](https://cdn.document360.io/73b6469b-c1e4-47e9-aa65-986c8ebd17ca/Images/Documentation/image-WVX3LQT4.png) #### Save Dashboard It is important to save the changes made to the Dashboard: - Click the **save** icon on the toolbar. The **Save Report** dialog will appear. - Keep the name of the report as **DAILY SALES DASHBOARD** and select **OK.** - Select **Overwrite Report** and the report will update. ![](https://cdn.document360.io/73b6469b-c1e4-47e9-aa65-986c8ebd17ca/Images/Documentation/image-D9KUBRZ8.png) ### REPORT: Orders The **Orders** Panel Form is very similar to the **Revenue ($**) Panel Form. The only differences is the measure used: **sales.transaction id** instead of **sales.sales**. Instead of calculating **sum** we will be using the **count** function. ### Video Tutorial [Video](https://cdn.document360.io/73b6469b-c1e4-47e9-aa65-986c8ebd17ca/Images/Documentation/BSD%20-%20Step%206b%20-%20Orders.mp4) #### Open Copy of Revenue ($) To save time, edit the panel form already made instead of creating a new one. To do this: - **Right-click** on **Revenue($)** and go to **Open Copy.** This will open a copy of the **PANEL Build dialog** for **Revenue ($)**. ![](https://cdn.document360.io/73b6469b-c1e4-47e9-aa65-986c8ebd17ca/Images/Documentation/image-GMIFHBNA.png) #### TODAY To modify the TODAY panel to reflect *Orders* rather than *Revenue*: - **Right-click** in the **TODAY** panel and select **Modify**. The **Panel Tile Settings** **Dialog** will appear. - **Drag and Drop** **sales.transaction id** into the **Field** box (over the top of the existing field) - Change the **Function** to **count** - Select **Save** ![](https://cdn.document360.io/73b6469b-c1e4-47e9-aa65-986c8ebd17ca/Images/Documentation/image-5QU21GMO.png) #### Month To Date To modify the **Month To Date** panel to reflect *Orders* rather than *Revenue*: - **Right-click** in the **Month To Date** panel and select **Modify**. The **Panel Tile Settings** **Dialog** will appear. - **Drag and Drop** **sales.transaction id** into the **Field** box - Change the **Function** to **count** - Select **Save** ![](https://cdn.document360.io/73b6469b-c1e4-47e9-aa65-986c8ebd17ca/Images/Documentation/image-C9U9WOX8.png) #### Year To Date To modify the **Year To Date** panel to reflect *Orders* rather than *Revenue*: - **Right-click** in the **Year To Date** panel and select **Modify**. The **Panel Tile Settings** **Dialog** will appear. - **Drag and Drop** **sales.transaction id** into the **Field** box - Change the **Function** to **count** - Select **Save** ![](https://cdn.document360.io/73b6469b-c1e4-47e9-aa65-986c8ebd17ca/Images/Documentation/image-DWLCER93.png) #### Add to Dashboard **Drag and Drop** the updated Stats Panel and drop it next to the **Revenue ($)** slot and under **Orders This Month by Segment** on **DAILY SALES DASHBOARD**. ![](https://cdn.document360.io/73b6469b-c1e4-47e9-aa65-986c8ebd17ca/Images/Documentation/image-S1FX56N1.png) Rename the slot by **double-clicking** on the slot header and typing **Orders**. ![](https://cdn.document360.io/73b6469b-c1e4-47e9-aa65-986c8ebd17ca/Images/Documentation/image-L78289TT.png) ### REPORT: Average Order ($) The **Average Order ($)** Panel Form is similar to the **Revenue ($**) Panel Form. The measure will again be **sales.sales** but instead of calculating **sum** the **average** function will be used. This will require a Format of **F2** to show 2 decimal places. ### Video Tutorial [Video](https://cdn.document360.io/73b6469b-c1e4-47e9-aa65-986c8ebd17ca/Images/Documentation/BSD%20-%20Step%206b%20-%20Average%20Orders.mp4) #### Open Copy of Revenue ($) To save time, edit the panel form already made. To do this **right-click** on **Revenue($)** and go to **Open Copy.** This will open the **Build Value Panel** dialog for **Revenue ($)**. ![](https://cdn.document360.io/73b6469b-c1e4-47e9-aa65-986c8ebd17ca/Images/Documentation/image-GMIFHBNA.png) #### TODAY **Right-click** in the **TODAY** panel and select **Modify**. The **Panel Tile Settings** **Dialog** will appear. To calculate **Average Order ($)** for **TODAY**: - Change the **Function** to **avg** - Change the **Format** to **F2** - Select **Save** ![](https://cdn.document360.io/73b6469b-c1e4-47e9-aa65-986c8ebd17ca/Images/Documentation/image-8O28E72Q.png) #### Month To Date **Right-click** in the **Month To Date** panel and select **Modify**. The **Panel Tile Settings** **Dialog** will appear. To calculate **Average Order ($)** for **Month To Date**: - Change the **Function** to **avg** - Change the **Format** to **F2** - Select **Save** ![](https://cdn.document360.io/73b6469b-c1e4-47e9-aa65-986c8ebd17ca/Images/Documentation/image-6BLSORKI.png) #### Year To Date **Right-click** in the **Year To Date** panel and select **Modify**. The **Panel Tile Settings** **Dialog** will appear. To calculate **Average Order ($)** for **Year To Date**: - Change the **Function** to **avg** - Change the **Format** to **F2** - Select **Save** ![](https://cdn.document360.io/73b6469b-c1e4-47e9-aa65-986c8ebd17ca/Images/Documentation/image-W2GNEXZ1.png) #### Add to Dashboard **Drag and Drop** the Stats Panel just made next to the **Daily Revenue ($)** slot and under **All Orders By Segment** on **DAILY DASHBOARD**. ![](https://cdn.document360.io/73b6469b-c1e4-47e9-aa65-986c8ebd17ca/Images/Documentation/image-OSLFMDC9.png) Rename the slot by **double-clicking** on the slot header, rename it to **Average Order ($)**. ![](https://cdn.document360.io/73b6469b-c1e4-47e9-aa65-986c8ebd17ca/Images/Documentation/image-QZP7L9OM.png) ### REPORT: Profit **($)** To make the **Profit** **($)** Panel Form the **Revenue ($)** Panel Form can be used again. This time the measure will be **sales.profit** instead of **sales.sales**. ### Video Tutorial [Video](https://cdn.document360.io/73b6469b-c1e4-47e9-aa65-986c8ebd17ca/Images/Documentation/BSD%20-%20Step%206b%20-%20Profit.mp4) #### Open Copy of Revenue ($) To save time, edit the panel form already made. To do this **right-click** on **Revenue($)** and go to **Open Copy.** This will open the **Build Value Panel** dialog for **Revenue ($)**. ![](https://cdn.document360.io/73b6469b-c1e4-47e9-aa65-986c8ebd17ca/Images/Documentation/image-GMIFHBNA.png) #### TODAY **Right-click** in the **TODAY** panel and select **Modify**. The **Panel Tile Settings** **Dialog** will appear. To calculate **Profit** **($)** for **TODAY**: - **Drag and Drop** **sales.profit** into the **Field** box - Select **Save** ![](https://cdn.document360.io/73b6469b-c1e4-47e9-aa65-986c8ebd17ca/Images/Documentation/image-6VTZ4T4F.png) #### Month To Date **Right-click** in the **Month To Date** panel and select **Modify**. The **Panel Tile Settings** **Dialog** will appear. To calculate **Profit** **($)** for **Month To Date**: - **Drag and Drop** **sales.profit** into the **Field** box - Select **Save** ![](https://cdn.document360.io/73b6469b-c1e4-47e9-aa65-986c8ebd17ca/Images/Documentation/image-R4J16A9M.png) #### Year To Date **Right-click** in the **Year To Date** panel and select **Modify**. The **Panel Tile Settings** **Dialog** will appear. To calculate **Profit** **($)** for **Year To Date**: - **Drag and Drop** **sales.profit** into the **Field** box - Select **Save** ![](https://cdn.document360.io/73b6469b-c1e4-47e9-aa65-986c8ebd17ca/Images/Documentation/image-XX869KWE.png) #### Add to Dashboard **Drag and Drop** the Stats Panel just made and drop it in the center slot on the right in **DAILY DASHBOARD**. ![](https://cdn.document360.io/73b6469b-c1e4-47e9-aa65-986c8ebd17ca/Images/Documentation/image-D56J4GP5.png) Rename the slot by **double-clicking** on the slot header, rename it to **Profit ($)**. ![](https://cdn.document360.io/73b6469b-c1e4-47e9-aa65-986c8ebd17ca/Images/Documentation/image-S8QF3X1R.png) ### **REPORT: New Customer Orders** ### **Video Tutorial** [Video](https://cdn.document360.io/73b6469b-c1e4-47e9-aa65-986c8ebd17ca/Images/Documentation/BSD%20-%20Step%206b%20-%20New%20Customer%20Orders.mp4) #### Create Report Make the **New Customer Orders** Panel Form by creating a new panel form. - Go to **Engineering | Panel Form | Manual Config**. The **Build Value Panel** **Dialog** will appear. - Select **Add** three times to create three panels. - **Right-click** in the top panel and select **Modify**. The **Panel Tile Settings** **Dialog** will appear. ![null](https://cdn.document360.io/73b6469b-c1e4-47e9-aa65-986c8ebd17ca/Images/Documentation/image-WPAZ7X2B.png) #### TODAY To create the **New Customer Orders** for **TODAY**: - **Drag and Drop** **customer.customer id** into the **Field** box - Change the **Label** to **TODAY** - Change the **Function** to **count** - Change the **Format** to **F0** (this is how many decimal places so this will be an integer) ![](https://cdn.document360.io/73b6469b-c1e4-47e9-aa65-986c8ebd17ca/Images/Documentation/image-91P7Z8ML.png) Create a new filter using the **Hotbar**: - **Drag and Drop** **IsNewCustomer 1** into the **Hotbar** - **Drag and Drop** **IsToday 1** on top of **IsNewCustomer 1** in the **Hotbar** - **Drag and Drop** this new filter from the **Hotbar** into the **Current** box - Select **Save** ![](https://cdn.document360.io/73b6469b-c1e4-47e9-aa65-986c8ebd17ca/Images/Documentation/image-9VCNUVST.png) Create another new filter using the **Hotbar**: - **Drag and Drop** **IsNewCustomer 1** into the **Hotbar** - **Drag and Drop** **IsWeekAgo 1** on top of **IsNewCustomer 1** in the **Hotbar** - **Drag and Drop** this new filter from the **Hotbar** into the **Previous** box - Select **Save** ![](https://cdn.document360.io/73b6469b-c1e4-47e9-aa65-986c8ebd17ca/Images/Documentation/image-BOQTUPEP.png) The **TODAY** panel will appear. This shows the number of **new customers today: 0.** ![](https://cdn.document360.io/73b6469b-c1e4-47e9-aa65-986c8ebd17ca/Images/Documentation/image-RAIMA1O6.png) #### Month To Date **Right-click** in the middle panel and select **Modify**. The **Panel Tile Settings** **Dialog** will appear. To calculate **New Customer Orders** for **Month To Date**: - **Drag and Drop** **customer.customer id** into the **Field** box - Change the **Label** to **Month To Date** - Change the **Function** to **count** - Change the **Format** to **F0** (this is how many decimal places so this will be an integer) ![null](https://cdn.document360.io/73b6469b-c1e4-47e9-aa65-986c8ebd17ca/Images/Documentation/image-4NHUS5PW.png) Create a new filter using the **Hotbar.** (This time there is nothing to compare with so leave the **Previous** box blank) - **Drag and Drop** **ship date MONTHORDINAL 1** into the **Hotbar** - **Drag and Drop** **IsNewCustomer 1** on top of **ship date MONTHORDINAL 1** in the **Hotbar** - **Drag and Drop** this new filter from the **Hotbar** into the **Current** box - Select **Save** ![](https://cdn.document360.io/73b6469b-c1e4-47e9-aa65-986c8ebd17ca/Images/Documentation/image-6YCM70UP.png) The **Month To Date** panel will appear. This shows the number of **new customers for this Month To Date: 0.** ![](https://cdn.document360.io/73b6469b-c1e4-47e9-aa65-986c8ebd17ca/Images/Documentation/image-22W9SE3W.png) #### Year To Date **Right-click** in the last panel and select **Modify**. The **Panel Tile Settings** **Dialog** will appear. To calculate **New Customer Orders** for **Year To Date**: - **Drag and Drop** **customer.customer id** into the **Field** box - Change the **Label** to **Year To Date** - Change the **Function** to **count** - Change the **Format** to **F0** (this is how many decimal places so this will be an integer) ![null](https://cdn.document360.io/73b6469b-c1e4-47e9-aa65-986c8ebd17ca/Images/Documentation/image-6FTPYMJA.png) Create a new filter using the **Hotbar. (**This time there is nothing to compare with so leave the **Previous** box blank) - **Drag and Drop** **ship date YEARORDINAL 1** into the **Hotbar** - **Drag and Drop** **IsNewCustomer** on top of **ship date YEARORDINAL 1** in the **Hotbar** - **Drag and Drop** this new filter from the **Hotbar** into the **Current** box - Select **Save** ![](https://cdn.document360.io/73b6469b-c1e4-47e9-aa65-986c8ebd17ca/Images/Documentation/image-9XIIC2CY.png) The **Year To Date** panel will appear. This shows the number of **new customers for Year To Date: 0.** ![](https://cdn.document360.io/73b6469b-c1e4-47e9-aa65-986c8ebd17ca/Images/Documentation/image-E1VWRVEP.png) > #### Why are Month To Date and Year To Date the same? > > in this dataset, **Month To Date** and **Year To Date** are the same. This is because the value of “TODAY” for the demo dataset is Jan 7th 2015. This means the day of the month and the day of the year are the same. There are no customers who satisfy the “new customer” criteria so far this year. **Drag and Drop** the Stats Panel into the bottom-left slot on **DAILY DASHBOARD**: ![](https://cdn.document360.io/73b6469b-c1e4-47e9-aa65-986c8ebd17ca/Images/Documentation/image-MB1KS7V1.png) Rename the slot by **double-clicking** on the slot header, and typing **New Customer Orders**. ![](https://cdn.document360.io/73b6469b-c1e4-47e9-aa65-986c8ebd17ca/Images/Documentation/image-WJ73YNXO.png) ### Repeat Customers The **Repeat Customers** Panel Form is created using a copy of the **New Customer Orders** Panel Form. The difference is that the filter will select for **Repeat** customers instead of **New** customers. ### Video Tutorial [Video](https://cdn.document360.io/73b6469b-c1e4-47e9-aa65-986c8ebd17ca/Images/Documentation/BSD%20-%20Step%206b%20-%20Repeat%20Customers.mp4) #### Open Copy of New Customer Orders To save time, edit the existing panel form instead of creating a new one. To do this **right-click** on **New Customer Orders** and go to **Open Copy.** This will open the **Build Value Panel** dialog for **New Customer Orders** . ![](https://cdn.document360.io/73b6469b-c1e4-47e9-aa65-986c8ebd17ca/Images/Documentation/image-WNOSQ8RL.png) #### TODAY **Right-click** in the **TODAY** panel and select **Modify**. The **Panel Tile Settings** **Dialog** will appear. To calculate **Repeat Customers** for **TODAY**, create a new filter using the **Hotbar:** - **Drag and Drop** **IsNewCustomer 0** into the **Hotbar** - **Drag and Drop** **IsToday** on top of **IsNewCustomer 0** in the **Hotbar** - **Drag and Drop** this new filter from the **Hotbar** into the **Current** box and select **Replace** ![](https://cdn.document360.io/73b6469b-c1e4-47e9-aa65-986c8ebd17ca/Images/Documentation/image-WD3Y9A5X.png) Create another new filter using the **Hotbar:** - **Drag and Drop** **IsNewCustomer 0** into the **Hotbar** - **Drag and Drop** **IsWeekAgo** on top of **IsNewCustomer 0** in the **Hotbar** - **Drag and Drop** this new filter from the **Hotbar** into the **Previous** box and select **Replace** - Select **Save** ![](https://cdn.document360.io/73b6469b-c1e4-47e9-aa65-986c8ebd17ca/Images/Documentation/image-5MCOQ0UY.png) #### Month To Date **Right-click** in the **Month To Date** panel and select **Modify**. The **Panel Tile Settings** **Dialog** will appear. To calculate **Repeat Customers** for **Month To Date**: - **Drag and Drop** **IsNewCustomer 0** into the **Hotbar** - **Drag and Drop** **MonthOrdinal 1** on top of **IsNewCustomer 0** in the **Hotbar** - **Drag and Drop** this new filter from the **Hotbar** into the **Current** box and select **Replace** - Select **Save** ![](https://cdn.document360.io/73b6469b-c1e4-47e9-aa65-986c8ebd17ca/Images/Documentation/image-0MAQMOC7.png) #### Year To Date **Right-click** in the **Year To Date** panel and select **Modify**. The **Panel Tile Settings** **Dialog** will appear. To calculate **Repeat Customers** for **Year To Date**: - **Drag and Drop** **IsNewCustomer 0** into the **Hotbar** - **Drag and Drop** **YearOrdinal 1** on top of **IsNewCustomer 0** in the **Hotbar** - **Drag and Drop** this new filter from the **Hotbar** into the **Current** box and select **Replace** - Select **Save** ![](https://cdn.document360.io/73b6469b-c1e4-47e9-aa65-986c8ebd17ca/Images/Documentation/image-TUGWY00S.png) #### Add to Dashboard **Drag and Drop** the Stats Panel into the bottom right slot in **DAILY DASHBOARD**. ![](https://cdn.document360.io/73b6469b-c1e4-47e9-aa65-986c8ebd17ca/Images/Documentation/image-WBU678W2.png) Rename the slot by **double-clicking** on the slot header and typing **Repeat Customers**. ![](https://cdn.document360.io/73b6469b-c1e4-47e9-aa65-986c8ebd17ca/Images/Documentation/image-HKFHO893.png) #### Save Dashboard It is important to save the changes made to the Dashboard. The dashboard template can be saved by clicking the **save** icon on the toolbar. The **Save Report** dialog will appear. Keep the name of the report as **DAILY DASHBOARD** and select **OK.** Select **Overwrite Report** and the report will update. ![](https://cdn.document360.io/73b6469b-c1e4-47e9-aa65-986c8ebd17ca/Images/Documentation/image-0BDEKNK0.png)