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Question

How can I clean up my cluttered dashboards?

Solution

Customize the Unanet dashboards to provide quick-access to priority lists and reports using the Config link at the top of the dashboard. For each dashboard, configure the order of the items displayed in the center of the screen, the Charts displayed on that dashboard, and add Quicklinks to Personal and Shared reports and Saved Lists. Move to the left any reports/lists that are no longer desired. For the best results, ask your System Administrator to setup Shared reports that all users with appropriate roles and access can use to have consistent and standardized reporting.

You can access this functionality by clicking on Dashboards-Config or Preferences-Dashboard as in the screenshots below.
 

Navigate: Organizations > Dashboard > Edit Settings Icon. 

Additional Information

Help Docs - Dashboard Management


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