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)

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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 right-hand column. Review the provided options, and click on the pane(s) for the desired widget(s). When finished, click the [Close] icon, located in the menu header. 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. Again, remember to [Save] the changes.