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Jun 15, 2023

Launchpad - Dashboard Settings

 

There are two ways you can change the settings to (create, edit, remove, filter and modify) widgets in your dashboard.

 

1. Through document settings, located on the right side of your home screen. You can edit your dashboard, (Add Widget, Copy, Save, Hide and Delete).

Document Settings 1_216x254

Filters

2. Document settings is also located at the bottom of the home screen. This allows you to use filters to display specific information in relation to widgets in the dashboard.

Dashboard Settings 1_966x184

You can use the following filters to display the specific information (Store, Sales Rep, Date Range).

 

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