Customize Your Dashboard

Learn how to edit widgets, resize layouts, and manage multiple dashboards.

1) Click the "Edit" icon on any widget to quickly change its display settings.

Click the "Edit" icon on any widget to quickly change its display settings.

2) Update the display mode, such as switching from List View to Doughnut.

Update the display mode, such as switching from List View to Doughnut.

3) Click “Save”.

Click “Save”.

4) Click "Edit layout" to enter the layout editor.

Click "Edit layout" to enter the layout editor.

5) Drag the corner of a widget to resize it.

Drag the corner of a widget to resize it.

6) Drag the widget body to move it on the dashboard.

Drag the widget body to move it on the dashboard.

7) Click “Save”.

Click “Save”.
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8) To switch views, click the dashboard name.

To switch views, click the dashboard name.

9) Select a different profile.

Select a different profile.

10) Click the “More Options” button to find additional actions.

Click the “More Options” button to find additional actions.

11) Select "Edit Details" to rename your current dashboard.

Select "Edit Details" to rename your current dashboard.

12) Enter a new name, such as "Analytics".

Enter a new name, such as "Analytics".

13) Click “Save”.

Click “Save”.

14) To have a specific dashboard appear every time you log in, click the “More Options” button again.

To have a specific dashboard appear every time you log in, click the “More Options” button again.

15) Select “Set as Default”.

Select “Set as Default”.
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16) To start from scratch, select "Create New Dashboard" from the dropdown menu.

To start from scratch, select "Create New Dashboard" from the dropdown menu.

17) Fill the information for your new dashboard.

Fill the information for your new dashboard.

18) Click "Save".

Click "Save".

19) Drag and drop the widgets you want to customize your new dashboard.

Drag and drop the widgets you want to customize your new dashboard.

20) Finally, click “Save”.

Finally, click “Save”.
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