Dashboard Options

To access Dashboard Options, select the Gear icon located at the top right corner of the Dashboard

 

Select a Dashboard from the Available Dashboards drop-down list and select Set as Default to filter the Dashboard view by:

• Accounts Payable
• Accounts Receivable
• Budget Monitoring
• Cash Management
• Executive View
• Financial Performance

 

The Dashboard Widgets list updates to reflect the Dashboard choice selected in the drop-down list. This default setting loads automatically for the logged in user only and not for all users in the system.

Select Add New Dashboard to display the Add/Edit Dashboard form.

Selecting an added (non-default system) dashboard displays these options:

Delete Dashboard: Select to delete the added dashboard.

Modify This Dashboard: Select to modify the added dashboard in the Add/Edit Dashboard form.