View dashboards

Dashboards provide a summary of applicable data (depending on your permissions) via a series of panels called dashlets, which resize based on your device and available screen size. Each dashlet contains a summary of information contained within the system, together with hyperlinks (shown in blue) to view more detail.

Four dashboards are available within the system – Staff, Client, Reporting and Contact. The following screenshot shows the Staff dashboard.

Also see:

• Add dashlets
• Change dashboard displays and settings
• Change the dashlet order
• Edit dashlets
• Remove dashlets
• Reset dashboard to default
• Set default dashboards for users