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To add a new tab to the dashboard, select "Add Tab"
Enter a title for the tab.
To add widgets to the tab, select a heading from the Widget Category list.
Then drag and drop the widget to where you would like it to appear in the tab.
Enter a title for the widget.
The widget can be shown in normal mode, with recent data displayed in grid form.
Or the widget can show a summary of the records enclosed, with full data shown upon expansion of the widget.
The widget's display can be changed in the widget settings.
Click "Save" to save your changes.
To add more widgets, simply drag and drop.
When creating a chart widget, enter the widget and chart title.
Select the fields you would like to be shown in the chart.
The widget then displays what the graph would look like with those fields.
The fields and chart type can be changed according to how you would like the data to be displayed.
It is also possible for the chart to be shown in 3D.
Calendar widgets display upcoming tasks, and their statuses.
To delete a widget, select "remove widget" from the dropdown menu.
Widgets can also be shown in one or two column displays. With the relocated widgets, appearing in the next row.
To arrange the widgets, drag and drop them to the desired positions.
Once you are satisfied with the layout and content of the tab, select "Save".
Your new tab is now in the dashboard.