Search Results

To the right of a dashboard title is a vertical three dot menu that opens a context menu with options to Add Widget, Edit, Delete, Manage Speed Dials. Dashboard Context Menu Explanations Option Explanation Image Add Widget Selecting “Add ...

To edit a dashboard, go to the Dashboard Module and select the specific Dashboard you wish to edit.  Select the vertical three dot menu to the right of the Dashboard’s name in the center of the page. Select “Edit”. This opens the Edit Dashboard Modal. ...

To create a new dashboard, click the “+” icon located to the right of any existing dashboard tabs. This opens the New Dashboard Modal. Input the desired title for the new dashboard and select the “Create Dashboard” button. Dashboard names must be u...

To add a module summary widget to the dashboard, go to the Dashboard Module and select the specific Dashboard you wish to add widgets to. Select the “+ Add Widget” button from the right-hand sign of the screen. This opens a modal with three options...

To create a Chart widget, select the Add Widget button (from the top right-hand corner of the page or the dashboard context menu accessed by the vertical three dot icon next to the Dashboard name). This opens the Add Widget modal. Select “Chart” op...

To create a Speed Dial, select the Add Widget button (from the top right-hand corner of the page or the dashboard context menu accessed by the vertical three dot icon next to the Dashboard name). This opens the Add Widget modal. Select “Speed Dial”...

To edit an existing Speed Dial, go to the Dashboard Module and select the dashboard you wish to make speed dial edits on. The most efficient way to edit a speed dial is from its current placement. Refer to the table below to identify how to access the “Edit” ...