Dashboards are customizable widgets which contain commonly-used links for different ACTIVE Net modules (Administration, Communication, Reports, etc.). You can specify a title for each widget and then select links to commonly-used pages. To view your current dashboards on the home pages for these modules, click the menu tabs at the top of the page.
Administration > System Settings > Dashboards
Administration > Campaign Settings > Dashboards
From the Manage Dashboards page, click Add New.
Enter a Dashboard Name.
From the Context dropdown list, select a module to apply the dashboard to (Administration, Reports, Communication or Front Desk).
From the Use For dropdown list, select which users to use the dashboard for:
Current User - Apply to only the user currently logged in.
Selected Profile(s) - Apply to one or more specific profiles (highlight profiles in the Available Profiles listbox, and move to the Selected Profiles listbox).
System Default - Apply as a default for all users.
Do one of the following:
To save the dashboard settings and return to the Manage Dashboards page, click Save.
To save the dashboard settings and go to the Edit Dashboard Layout page to customize the dashboard, click Save and Continue.
From the Manage Dashboards page, click a Dashboard Name.
Modify the dashboard settings (see "Adding a New Dashboard", above).
Click Save, or Save and Continue.
From the Manage Dashboards page, for the dashboard you want to copy, click Copy.
Modify the dashboard settings (see "Adding a New Dashboard", above).
Click Save, or Save and Continue.
Note: The dashboard templates for Administration, Communication and Reports are system defaults - you cannot delete them.
From the Manage Dashboards page, click a Dashboard Name.
At the bottom of the page, click Delete
A pop-up confirmation dialog box appears. Click OK.