How To Set Up Your Dashboard

How to Edit Your Dashboard -- watch a short video here to learn more. 

 

1) Start by selecting the Edit Dashboard button in the far right corner. 

screenshot-drive.google.com-2021.01.26-17_15_51.png

 

2) Change your dashboard's name to match your role/responsibilities by typing in the box under title. Select the layout of your choice by clicking the pencil next to the word Layout to get options.

screenshot-drive.google.com-2021.01.26-17_16_16.png

 

3) Customize the information on your dashboard by adding or deleting widgets. To add any widgets, click the + Add Widgets button. To delete widgets, select the trash can to the right of the appropriate heading. 

screenshot-drive.google.com-2021.01.26-17_16_31.png

 

4) Lastly, don’t forget to save. When you go back to your home screen, you will see your new layout. 

screenshot-drive.google.com-2021.01.26-17_16_47.png

 

Helpful Hints

  • Everything displayed on your dashboard is based on permissions
  • With Report Builder, you can build custom reports and turn them into widgets on your dashboard.  Custom reports automatically become available as a widget once they are created. 
  • With custom report widgets, you will need to choose between grid or chart format. 
  • Order your widgets so that the most useful information is easily visible and resides near the top of your screen. 
  • One way to determine the best layout is to add every widget available to the dashboard, monitor your use, and then remove widgets you find unnecessary. 
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