Set Up Dashboards

The Set-Up Dashboards allow users to customize their dashboards by adding, removing, or managing dashlets. Dashlets are individual components that display specific types of data or functionality on the dashboard, helping users personalize their view to highlight the most relevant information.

Steps to set up the dashboard.

1. On the Set Up Your Dashboard window, the Set-Up Dashboard option is displayed by default. Expand the fields using the arrow and select the required checkbox.
2. Click the Save button. The selected widgets are displayed on the dashboard.

   

3. Click Add, and a new entry appears in the dashlet list as Collection Name. Enter the Title and Description in the left-side fields before adding the dashlet.
4. Click the Save button to add the dashlet.

   

5. Click the Remove button to initiate the removal process. A confirmation window will appear with the message: ‘Are you sure that you want to remove the collection?’.

   Note: The user can only remove the newly added fields and not the pre-defined fields.

6. Click Yes to confirm and remove the collection or click No to cancel the action and keep the collection.

   

7. Once all necessary changes are completed. Click the Save button at the bottom of the popup window to apply the changes.