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Customise Dashboard and Reports

You can use the Customise button to choose what appears in your dashboard and reports view.

This lets you:

  • show or hide items
  • change the order they appear in
  • choose whether they open expanded or closed by default

Where to find the Dashboard Customise button:

At the bottom of the dashboard screen.

Where to find the Reports Customise button:

At the bottom of the Reports screen.

 

From there you can:

  • move items up or down
  • hide items you do not want to see
  • show items that are currently hidden
  • choose whether an item opens Open or Closed by default

Select Save to apply your changes.

What the sections mean

Visible
These items are currently shown.

Hidden
These items are available, but not currently shown.

Unavailable
These items are not currently available for your account or setup.

If you cannot find something

If a module or report is missing, it may simply be hidden or moved.

Open Customise and check whether it is listed under Hidden.