Customizing Dashboards

To customize a dashboard that already exists in the system:

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

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

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

Choose a 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 dashboard name and description.

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

Button

Description

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.

Next: Adding New Sections