Use this page to customize the appearance and functionality of widgets for a particular dashboard.
Choose one of the following:
To configure an Administration dashboard, a Reports dashboard, a Communication dashboard, a Front Desk dashboard, or a Peak Volume Period dashboard, go to Administration > System Settings > Dashboards > Edit Layout.
To configure a campaign dashboard, go to Administration > Campaign Settings > Dashboards > Edit Layout.
From the Manage Dashboards page, locate the dashboard you want to customize, and click Edit Layout. The dashboard name and settings (user and module) are displayed in the top-right corner of the page.
Note: After completing your changes on the dashboard, to save your changes and return to the Manage Dashboards page, in the top-right corner of the page, click Save.
You can do the following:
Note: To change widget color settings, see Customize UI.
Creating or modifying a campaign dashboard