Customizing the Dashboard

Additional Dashboards can be created and/or Dashboard Widgets can be added, removed or customized to suit. The customization of this page is specific to the current logged on user and is saved as part of the user’s preferences for the client.

Adding a new Dashboard

  1. Click the add button button (top-right of page) to add a new dashboard and click OK on the confirmation dialog.

    Add Dashboard Confirm

  2. A new dashboard tab will appear in the tab strip (initially empty)

Renaming a Dashboard

  1. Click the Pen Button button (top-right of page) to rename the currently selected dashboard, enter a new name in the Rename Dashboard dialog box and click OK.

    Rename Dashboard

Deleting a Dashboard

  1. Click the Close button (top-right of page) to delete the currently selected dashboard and click OK on the confirmation dialog.

    Delete Dashboard Confirm

Adding a Widget

  1. Click the Add Widget button (top-right of page)

  2. Select the widget to add from the dialog that displays. You can add the same widget more than once to your dashboard.

Add Widget

Removing a Widget

  1. Click the Delete X button on the widget you wish to remove. The widget will no longer be shown on your dashboard.

Configuring a Widget

  1. Click the Edit Pen button on the widget you wish to configure. The widget will change to an edit view.

Config Widget

See Also:

Viewing the Dashboard