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

In most Implementations, each user can design the Home page Dashboard to suit his or her needs. However, the Administrator can predetermine a default layout for the client organization. Not only new users see the default Home page Dashboard on first Login, the user can return to the default configuration at any time.

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.