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Dashboard - New Enhanced User Experience

You can personalize your dashboard by arranging widgets to match your preferred workflow. Dashboard customization allows you to:

  • Reorder widgets using drag and drop.

  • Resize widgets to display more or less information.

  • Create a layout that best suits your needs.

  • Save your personalized dashboard configuration.

Each user's dashboard is customized independently, so changes you make will not affect other users.

Reorder Widgets

You can rearrange widgets anywhere on the dashboard.

Move a Widget

  1. Navigate to your dashboard and click on gear icon on top right

  2. Click and hold the widget you want to move.

  3. Drag the widget to the desired location.

  4. Release the widget to place it in its new position.

  5. Hit the save icon on top right.

As you drag a widget, the dashboard dynamically adjusts to show where it will be placed.

You can move widgets:

  • Within the same row.

  • Between different rows.

  • Across columns.

Video Tutorial: Drag and drop widgets

Resize Widgets

Widgets can be resized to display more or less content depending on your preference.

Resize a Widget

  1. Navigate to your dashboard and click on gear icon on top right

  2. Locate the widget you want to resize.

  3. Select the blue notch and move it horizontal or vertical.

  4. Choose the desired size and hit the save icon on to right.

Available sizes include:

  • One Cell

  • Two Cells

  • Three Cells

Depending on the widget, resizing may be supported:

  • Horizontally

  • Vertically

  • Both horizontally and vertically

The widget automatically adjusts to the selected dimensions.

Video Tutorial: Resize widgets

Create Your Own Dashboard Layout

You can combine widget movement and resizing to create a personalized dashboard layout.

For example, you may choose to:

  • Place your most frequently used widgets at the top.

  • Expand widgets that display important metrics.

  • Minimize widgets that you reference less often.

  • Organize widgets by category or workflow.

Your dashboard remains fully customizable, allowing you to arrange widgets in the way that works best for you.

Personalized Dashboard

Your dashboard configuration is unique to your account.

The following preferences are automatically saved:

  • Widget order

  • Widget placement

  • Widget size

The next time you sign in, your dashboard will appear exactly as you left it.

Changes made to your dashboard do not affect the dashboards of other users.

Dashboard Overview

Things to Know

  • Dashboard layouts are personalized for each individual user.

  • Widgets can be freely reordered using drag-and-drop.

  • Widgets can be resized using the available predefined grid sizes.

  • Supported widget sizes include One Cell, Two Cells, and Three Cells.

  • Your widget order, size, and placement are automatically saved.

  • Changes to your dashboard do not impact any other user's dashboard configuration

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