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Set up and adjust the Dashboard

This is part of the Visual Dashboard Reporting Add-on Module.

There are a few main ways to set up and adjust your visual dashboard: Adding and removing widgets, rearranging widgets, and configuring the dates that the widgets will use to produce data. Let’s review how to do each one.

Adding Widgets​

  1. Navigate to Dashboard.
  2. Click on Add New icon Add Widgets.
  3. Select a widget to add from the widget options by clicking on the Add New icon symbol in the top right corner of the widget.

Removing Widgets​

  1. Navigate to Dashboard.
  2. Click on the triple dot menu in the top-right corner of the widget.
  3. Select Remove from the drop-down menu. You can always choose to add the widget back again later.

Rearranging Widgets​

  1. Navigate to Dashboard.
  2. Click on rearrange icon Rearrange Widgets.
  3. Click and drag any widget to a new location, hitting reload icon Reload will help make the new arrangement fit together better, and lock changes into place.

Configuring Dates for Widget Data​

  1. Navigate to Dashboard.
  2. Click on the drop-down menu for dates and choose a preset time span from the list or configure your own date range by clicking on the starting date then ending date.
  3. Then click Apply to see data from the new date range.