You are here: Reports > Managing Dashboards > Customize My Dashboard

Customize My Dashboard

  1. From the Institution Dashboards section, click the View icon next to your dashboard.

Your dashboard opens. In this example, the dashboard is still empty.

  1. Click the Settings icon to choose the information you want to display.

The Add Dashboard Panel option is available.

  1. Click Add Dashboard Panel.

The Add Dashboard Panel pop-up window opens.

  1. Type a portion of or the entire report name, and click Search.
Include Dashboard in the search in order to ensure the reports that are returned are reports that fit correctly in the dashboard panel.

A list of reports matching your search appears.

  1. Check the Use this Report box for the appropriate report name.
  2. Click Next.

Depending on the report type you selected, either the Parameter Selection section or the Layout and Title Selection section appears. Go to Step 8 if you do not have parameter selection.

Use parameter selection to further customize your dashboard. For example, you can create the same report multiple times with the same layout and just change the parameters. You might want to see sales for today, a week, and a month at a glance. All three reports look the same, but by changing the parameters you change what it returns. You can name them differently in Step 8.

  1. Choose parameters, and click Next.

The Layout and Title Selection section appears.

  1. Choose the layout, and type the panel name.
  2. Click Complete.

You return to the dashboard, and your new panel is added.

  1. Click the Save icon .

Your report is added.

From your dashboard, you can:

  • Click and drag to rearrange the items.
  • Click the Edit icon . The Edit Dashboard Panel pop-up window opens where you can make changes.

  • Click the Delete icon to remove it from your dashboard.
  • Click Add Dashboard Panel to add another dashboard.
  • Click the Cancel icon to leave the page without saving.
  • Click the Save icon.