How to Customize the Report Dashboard

Once, activated each person at the company can customize their individual Report Dashboard.

  • Click the “My Dashboard” icon
  • In the upper right hand corner, click the Settings/Gear icon
  • Drag and Drop the desired Report Widgets into the “Selected Reports” table
  • Please note the first 4 Report Widgets listed in the “Selected Reports” table will be the ones listed in the first row of the Dashboard, going left to right; i.e. the Report Widget at the top of the list, will be the first report viewed on the left hand side of the row.  Report number 5 in the list, will be first Report Widget displayed in Row 2, etc.
  • To remove a Report Widget, click the “x”