This article goes over the additional features that have been added to the dashboard  

Topics covered:

  • Dashboard customization updates  

  • Report customization updates

Dashboard view updates

You now have additional ways to customize your dashboard, review the information below to save, customize, and manage your dashboard views:

  • To create a custom view, click on the standard rotation list or rotation calendar

  • Next apply the filtered criteria you wish to save:

  • Edit the name & description:

  • Color code (optional):

  • Lastly, click the save icon:

  • Now your saved view will display on your dashboard:

  • To reorder you list, click and hold a list and to drag and drop it in the position you'd like it ordered.

  • To delete a list, click the list you'd like to remove, then the trash icon on the right: 

Report customization updates   

Reports have moved to your dashboard! You also now have additional ways to customize and save reports. Review the information below to save, customize, and manage your reports:

  • To create a custom report, click on the standard reports dropdown on your dashboard (all the standard reports are still available to run on an ad-hoc basis, but now you can select from a template and customize any report to save for later use on your dashboard):

  • Next select the report template you'd like to use, and rename it 

  • (Optionally add a description and color-code the report icon)

  •  Then apply the filtered criteria you wish to save

  • And click the save icon on the right side of the page

  • Your saved report will then be listed under reports on your dashboard:

  • To reorder you reports, click and hold a list and to drag and drop it in the position you'd like it ordered.

  • To delete a list, click the list you'd like to remove, then the trash icon on the right: 

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