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Customize a dashboard with portlets

Organize your workflow and optimize your view with these dashboard customization tips.

Add or remove a view

To add a view:
  1. Select
    Add View
     in the dashboard.
  2. Enter a name for your new view.
  3. Select
    OK
    .
To remove a view:
  1. Select Delete on the view's tab.
  2. Select
    Yes
     to confirm deletion.

Add or remove portlets

To add portlets:
  1. Select
    Select Portlets
    .
  2. Mark the checkboxes next to the portlets you want to add.
  3. Select
    OK
    .
To remove portlets: Select Delete in the portlet.

Resize portlets

  1. Hover your mouse over the border between portlets until you see a resize cursor: or Resize vertically
  2. Select and drag to resize.

Move portlets

  1. Select and hold the portlet's title bar.
  2. Drag until you see the docking guides.
  3. Hover over a guide point to see where the portlet will land.
  4. Release the mouse to drop the portlet.

Stack portlets

  1. Drag a portlet as described previously.
  2. Hover over the middle of the docking guide.
  3. Release to create a new tab.

This article applies to:

  • Product: Accounting CS, Workpapers CS