Customize dashboard

Each user can customize their own dashboard based on their needs. This is helpful to quickly get to the tools you use the most.

All you need to do is click the “+” icon on your dashboard and a menu with all the tools will appear. Just select which features you would like to add and once you’ve finished, select “Add to Home”. You can change your dashboard at anytime by following these steps and selecting or deselecting the features of your choosing.

If you have permission to access “reports” then you can also customize the reports shown on your dashboard. Select the “+” and choose which reports to add to your home page.