Set up Dashboard Tab

Use the record look up screen to create new Dashboard Tabs or to search for existing tabs so they can be edited.

For help on using a look up window, press here.

Dashboard tabs can be created for different users or groups. Each tab can display different info using widgets, charts, and tables. Select a tab to work on from your existing tabs or create a new tab.

Once inside of one of your tabs, you can search for and add Widgets. Also, you can use the ordinal setting to assign the tabs position in the list.

Once the desired widgets have been added to the tab, you can click and drag to move widgets around, use the pencil shortcut to adjust the parameters, or use the red X shortcut to remove the widget from the tab.