My Dashboard

All users have My Dashboard available. A database administrator assigns additional persona-based dashboards as needed.

You can customize panels on My Dashboard to meet your needs:

• Add, remove, rename, and edit Favorites Group and Key Performance Indicator (KPI) panels.

• Add or remove a Reports panel.

Add a Panel

1. Select the My Dashboard tab.

2. Click Add a New Panel.

3. Select the Panel Type.

4. Click Next.

Edit a Panel

1. Select the My Dashboard tab.

2. For the panel to edit, click the ellipsis icon.

3. Options vary based on the Panel Type:

   • Click Settings to make changes to the KPI panel.

   • For Favorites Groups panels:

     • Click Edit Favorites to Group to change the items listed or the Favorites Group Title.

     • Click Show or Hide Menu Path for Favorites to display or hide the menu path for each item.

   • No options are available to adjust settings for Reports.

4. Click Save. Changing the menu path display applies immediately and does not need to be saved.

Delete a Panel

1. Select the My Dashboard tab.

2. For the panel to delete, click the ellipsis icon and click Delete Panel.