Customize Your Dashboard

Users may customize their dashboard at any time by adding or removing widgets.  You can also create a new dashboard.  Follow these steps:

From the home screen, click on "CUSTOMIZE DASHBOARD" under your user name.

Select the appropriate action.

Type "My Custom Dashboard"

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If you are creating a new dashboard, you will be prompted to name the dashboard and then click "Create Dashboard."

You will receive a confirmation message. Click "CLOSE"

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Next, select "Customize Dashboard" and then, "Add Items" to add widgets to the dashboard.

Next, select the appropriate widgets to add to your dashboard. If "CAP Modules" are enabled, click "Select a CAP Engines Report" to display available widgets.

Select the widget you would like to add.

Then, click "ADD" to complete the action.

A success message will appear, click "CLOSE" to complete the process.

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