Customizing Dashboards
To customize an existing dashboard in the system:
-
Click the
Setup
link in the top right corner of the window. -
Choose the necessary table and click the 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 the necessary dashboard from the list and click
Edit
. The system will display the dashboard settings with details placed on this dashboard. Click theEdit
button to change the dashboard name and description.
Sections
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, clickOK
to confirm deletion. - View Link
- Click the section name link to view section details.