Basic Dashboard Part II: Configuring the Basic Dashboard Layout
- There are three ways the Basic Dashboard layout can be customized by the user:
- Turn on/off individual dashboard charts
- Change the order in which the charts are displayed
- Change the size of individual charts
- Please Note: these customizations can only be done to the items in the lower half of the screen/the charts. You cannot affect any of the basic metrics in the gray boxes at the top of the screen (cannot hide any of them, change the box size, and cannot change the display order of the gray boxes).
- To get started, navigate to the Basic Dashboard (select Dashboard from the Main Menu. If you have Smart Dashboards turned on, toggle the slider in the upper right hand corner to access the Smart Dashboard).
- Click the Configure Dashboard button in the lower right hand corner.
- This will take you into Edit Basic Dashboard Layout mode.
- On the left hand side of the screen you will see a list of all of the available charts. Sliding any of the toggles to the left (toggle turns green) will turn on a chart; sliding the toggle to the right (toggle turns gray) will turn off/hide a chart.
- To re-arrange the display order of the charts in the lower half of the screen, click on any chart and drag it to where you want it. Use this function to put charts you access more frequently closer to the top of the screen so that you have to scroll less to reach them.
- To change the width and/or height of any chart, click on the gray arrows in the lower right hand corner of the chart.
- Each click will decrease the size of the chart one column width/one row height. Charts can be sized anywhere from 1 column wide up to 4 columns wide and anywhere from 1 row high to 2 rows high. You can have anywhere from 1 to 4 charts in a row. In the screen shot below, in our first row, we have 2 charts across - each chart is 2 columns wide - and each chart is one row high.
- Clicking the horizontal gray arrow on the Membership Trend Chart has decreased the width of this chart by one column. This makes it 1 column wide. The Membership Trend Summary stays the same size (2 columns wide), freeing up a blank space on the far right.
- Clicking the horizontal gray area on the Membership Trend Chart again decreases it again - in this case, because it was already as small as it can get, it "decreases" again back around to the largest size it can be. Now it is four columns wide and takes up the entire screen (which pushes the Membership Trend Chart off the row/to the next row).
- Clicking the horizontal gray arrow again decreases the chart one column width so that now it takes up 3 columns. Clicking one more time increases it by 1 column width, back to its original size of 2 columns wide (which makes room for the Membership Trend Summary to come back up onto the same row).
- The same rules apply for increasing a chart's height. Here we have made the Membership Chart 2 columns wide and 2 rows high. We could have made the chart 2 rows high and 1 column wide, 2 rows high and 3 columns wide, or 2 rows high and 4 columns wide. We've included a couple more screen shots of various configuration options to give you an idea of what is possible.
- Click the Done button in the lower right when you are done to save your changes
Article is closed for comments.