Online Help | Desktop App

Modifying the dashboard

You can configure the set of widgets available on the dashboard in the Desktop App and the Web App and customize the dashboard's layout and content.

To customize the dashboard:

  1. In the Customization > General > Dashboard Management > Dashboard section, click Edit.

  2. In the Dashboard Designer window, modify the dashboard layout:

    A dashboard layout is a grid of cells, i.e. a combination of rows and columns. Widgets are located in layout cells. You can modify the dashboard layout manually, or you can apply to the dashboard one of reusable layouts.

    • To modify the dashboard layout, click Edit Layout. The Dashboard Layout Designer window opens.

    • To apply one of the reusable layouts to the dashboard, click Select Layout. The Select Layout windows opens.

    • NOTE: Reusable layouts must have been created prior to modifying the dashboard.

  3. Modify the default set of dashboard widgets. To add new widgets to the dashboard, just drag and drop them from the widget list to the layout cells. To move widgets between the cells or remove them from the dashboard, grab widgets by the title bar and move them as you need. To remove a widget from the dashboard, you can also click the button in the right corner of the widget's title bar and choose Remove.

    NOTE: Before adding widgets to the dashboard, you must create them first. For details, see Creating widgets. However, while modifying the dashboard, you can modify widget properties. To do this, double-click a widget in the widget list. For details, see Modifying widgets.

    NOTE: Currently, dashboard customization is not available in the Web App.

    TIP: You can add multiple widgets to the same cell. In this case, it may be useful to limit the height of each widget to make them visible without having to scroll down the dashboard. For details, see descriptions of widget properties windows listed in Widget types.

  4. Click Save, then click Close.