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.

Three dashboards are available within the system – Staff, Clientand Contact. The following screenshot shows the Staff dashboard.
Example dashboard.

The view of each dashboard can be changed:

Add dashlets

Remove dashlets

Change the dashlet order

Edit dashlets (where available)

Reset a dashboard to its default