Dashboard Options Form

Open the Dashboard Options form by clicking the Gear icon located on the Dashboard page title bar.

Dashboard Options Fields

Use the Available Dashboards drop-down list and click 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.

Return to the Dashboard view to review the filtered view.

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

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

Delete Dashboard: Click to delete the added dashboard.

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