How to customise the dashboard

Dashboard Settings (the Settings button on the dashboard, or User Settings › Dashboard Settings) controls which widgets appear on the dashboard. You need dashboard-edit permission to open it.

Steps

  1. The page lists the current Widgets with a count.

    The Dashboard Settings page listing widgets with Add, Edit and Delete controls
    Dashboard Settings. — screenshot pending
  2. Add Widget creates a chart or figure widget; Add Total Widget creates a single-number tile. Choose what it counts and how it is filtered, then save.

  3. Use Edit on a widget to change it, or Delete to remove it.

  4. If a build option is offered, auto-generate creates a sensible starter set you can then tidy up.

Who sees these

Dashboard widgets are set for the company, so a change here affects everyone in that company who opens the dashboard.