Set-up Dashboard

How to Add/Remove Dashboard Widgets?

It is quite easy! Follow this manual:

dashboard-setup-1.png

dashboard-setup-2.png

How to Adjust Report Widget?

dashboard-setup-3.png

  1. choose report (create special ones)
  2. setup how many results you want to see
  3. drag&drop colomns you want to see
  4. click on OK

dashboard-setup-4.png

How to adjust Dashboard for the whole organization?

Users that are authorized to update Organization settings (usually Admins or Power Users) can set-up home screen of Dashboard for the whole company. Using dashboard switch on home page you can show settings of Organization Widgets & update them (Add/Remove Dashboard widgets for the whole Organization).

1.) Click on (+) icon on Dashboard top menu

2.) Click on (>) drop-down icon next to Dashboard top menu & switch to Organization Widgets

3.) Adjust any widgets (add/remove) that are displayed for the whole organization

dashboard-org-widgets.png


Revision #1
Created 16 March 2020 17:18:57 by Jan Safka
Updated 16 March 2020 17:22:52 by Jan Safka