Customizing Dashboards

To customize an existing dashboard in the system:

  1. Click the Setup link in the top right corner of the window.

  2. Choose the necessary table and click the corresponding tab at the top of the window.

  3. From the menu in the main frame, select Dashboards > Customize existing dashboards. The system will display a list of dashboards.

  4. Choose the necessary dashboard from the list and click Edit. The system will display the dashboard settings with details placed on this dashboard. Click the Edit button to change the dashboard name and description.

Dashboards are ordered alphabetically in the list. The first accessible dashboard is displayed when the user clicks on the table tab. If you see a blank page, it is most likely because the view displayed on the default dashboard has been deleted.

Sections

Dashboard Sections.png

Use the Sections set to modify elements placed on the chosen dashboard:

New
Click New to add a new element to the dashboard (read the Adding New Sections to a Dashboard topic to learn how to customize different types of sections).
Reorder
Click Reorder to change the order of sections on the dashboard.
Edit
Click Edit to modify a corresponding section (read the Adding New Sections to a Dashboard topic to learn how to customize different types of sections).
Del
Click Del to delete a corresponding section. In the displayed dialog box, click OK to confirm deletion.
View Link
Click the section name link to view section details.