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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:

  • Step 1: Edit and Save the Default Layout
  • Step 2. Have the System Arrange the Layout (Optional)

Set up the Default Home page Dashboard for all Users

Step 1. 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 editing buttons.)

With the tool palette activated, click the [Add Widget] icon to maximize the Add Widget menu on the rightright-hand side of the Home page.column. Review the provided options, and click on the panepane(s) for the desired widget.widget(s). When finished, click the [Close] icon, located in the menu header. to return to the full Dashboard view.

Finally, [Save] the layout to apply the changes.

Step 2. Have the System Arrange the Layout (Optional)

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.