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.

Dasboard - Classic Dashboard

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

Dashboard - Customize

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.

 

The way you configure your Dashboard does not affect other users on your account; the customizations are personal to your profile. If someone else on your team wants to see something different, they can customize the Dashboard within their own profile.