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How can I add templates on DashBook to generate reports?

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asked by about DashBook
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How can I add templates on DashBook to generate reports? Also, the application is not running. I receive a "Generating dashboard" message, but it is not opening. Can you help?

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answered by (193k points)

If DashBook is not running, try uninstalling the application and then installing it again. This should fix it. In order to import your templates/spreadsheets, click the Import Data option from the File menu and then press Setup. From the Data Import Setup select Import Products and Authors and then press Import Now:

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After that, using the Select Report button, navigate to your template, select it and press OK. Then use the Import Royalties to link these products and authors to a Royalty Arrangement with a Royalty Rate. If you have issues, use the contact information from the official web page to get in touch with the support team.

Note: Also, you need to know that your templates should look like the samples file that you can find in the (C:) > Users > Your computer name > Documents > FinancialSoftworks > DashBook > Sample Files folder.

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