Welcome to your Home Dashboard
Your dashboard provides a one-screen view of the data that's most important to you. Graphical or tabular data is pulled from the reports you select, and is displayed in 'dashlets' (sections of the dashboard).
To include a dashlet displaying scheduled activities, click 'Configure Dashboard' and drag the 'Activities' dashlet onto one of the dashboard columns (use the right column for a better fit).
To add reports to your dashboard:
- Navigate to a report instance and verify the report filters and display type (Tabular, Bar or Pie Chart). OR create a new report instance from the Reports menu » Create Reports from Templates.
- Expand the 'Report Settings' section, and click 'Include Report on Dashboard'.
- Click 'Update Report'.
- Repeat for each report you want to include on your dashboard.
- Navigate back to the 'Home' dashboard and click 'Configure Dashboard' again.
- You can now drag the reports onto the right or left columns and click 'Done' to save your layout.
Javascript must be enabled in your browser in order to use the dashboard features.
