How Do I Customize What I See on the Classic Dashboard?

To configure the dashboard view, click “Customize” near the top of the home page.

In the pop-up window, check the box next to each report you want visible.

These choices include:

• Various Financial Reports
• Contacts
• Jobs
• Tasks
• Any Custom Reports that you have created and saved

You can change the order in which these reports appear on your home page by clicking on the name of the report and dragging and dropping it to the spot of your choice.