Where do I configure my Dashboards?

All dashboard configuration happens in Preferences.

This is where you:

• See the default setup

• Organise pages

• Control which widgets are visible

• Adjust wording for clarity

How to access dashboard configuration

• Click the orange WP logo at the top right of your Desktop screen

• Open Preferences

• Select Dashboards

Default Configuration

Every system starts with:

• One page

• Named Dashboards

• Containing all available widgets

This is the default dashboard configuration. All widgets are assigned to one page initially.

Dashboard Pages

A dashboard page is simply a container for widgets.

Pages:

• Group widgets together

• Do not affect data

• Do not filter records

You can:

• Rename pages

• Add pages

• Reorder pages

• Deactivate pages

Deactivating a page does not delete widgets or data.

Widgets List

The right-hand panel shows all widgets assigned to the selected page.

For each widget you can see:

• Title

• Description

• Edit option

• Reorder arrows

• Deactivate option

TV Dashboard Display

Keep your team aligned on your most critical daily metrics by utilising the free TV display license, which anchors your dashboard permanently to display the first tab only for constant, at-a-glance visibility. This enables Admins to be selective over the data displayed to the wider team.

Dashboard login details can be found within the users section.