Setting up a Classic Company Dashboard

The Dashboard tab within the Company context can be used to display a management overview of customer information. Once a Company dashboard is set up, the same dashboard will be available from the Company context page of all companies.

To set up a company dashboard:

1. Within the context of a company, select the Dashboard tab.
   • If the System Administrator has not set up a standard company dashboard, then the Dashboard Content page is displayed.
   • If a standard company dashboard has been set up, then the Dashboard page is displayed, showing the content from the standard company dashboard. If this is the case, click on the Modify Dashboard button to review the existing content.
2. In the Available Content panel, click on the Add button beside the content panels you want to add to the dashboard. The selected content is listed in the Selected Content list.
3. Click on the Save button. The Company Dashboard is displayed.

Select the Reset Standard Dashboard button to revert to the Standard Company Dashboard, set up by the System Administrator.

Go to Classic Dashboard home page...

See Also:

Modifying the Content of the Company Dashboard

Modifying Classic Dashboard Content