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BalanceTRAK > Settings > System > Home page

BEFORE YOU BEGIN: Familiarize yourself with Dashboard Tiles and how the user will work with them, at: Home page Dashboard

KEY TOPICS:

Set up the Default Home page Dashboard for all Users

Edit and Save the Default Layout

Navigate to the lower right, where a palette of Dashboard tools are available. Click the [Edit] icon, which is the largest button in the palette's center. (This action also activates the three other four editing buttons.)

With the tool palette activated, click the [Add Widget] icon to maximize the Add Widget menu on the right side of the Home page. Review the provided options, and click on the pane for the desired widget. When finished, click the [Close] icon, located in the menu header to return to the full Dashboard view.

[Save] the layout to apply the changes.

Have the System Arrange the Layout

With the Dashboard tool palette activated, select the [Calculate Optimal Layout] button. The system will calculate an optimal layout, considering the size and orientation of each existing tile.