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Custom dashboards

Configuring a custom dashboard

Use existing charts or create your own to display on custom dashboards.

To add a widget

  1. Click Dashboards > Dashboard.
  2. Click Add widget.
  3. To display a preconfigured chart, set the drop-down list to Smart Advisors and click Add widget for the chart you want to add.

    -Or-

    To display a custom chart, set the drop-down list to Custom and click Add widget to choose the type of chart you want to create.

  4. Click Done.

To configure the data in a custom widget

  1. Select the widget and click More > Click to configure in the top right corner of the widget.
  2. In the Configure Widget dialog, create a title for the widget and select the data you want to display in the chart.
  3. When done, click Apply changes.

To resize or move a widget

  1. Click Edit Layout. Drag and drop the widget to move it, or use the handle on the corner to resize it.
  2. When done, click Finish editing.

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