Add a New Dashboard

You can create new dashboards, as needed, specifying both the content and the layout arrangement for each dashboard.

1. Click the Home tab, then click myHome in the secondary menu. The Business Dashboard appears.

2. Click the button and choose Add New Dashboard using the drop-down menu. The Add New Dashboard dialog appears.

Add New Dashboard Dialog

3. In the New dashboard name field, type a name for the dashboard.

4. Click the  button
Alternatively, click the   button to dismiss the dialog without creating the new dashboard.

 The Select Dashboard Column Layout dialog appears.

5. Select the appropriate layout for the dashboard.
You can choose from among the following options:

– 70/30—Defines two columns with the left and right columns spanning 70% and 30% of the page width respectively.
– 30/70—Defines two columns with the left and right columns spanning 30% and 70% of the page width respectively.
– 50/50—Defines two columns with the left and right columns each spanning 50% of the page width.
– 100—Defines a single column spanning 100% of the page width.

6. Click the button to save the dashboard column layout. An empty dashboard with your selected layout appears

New Dashboard Page

7. To add the capability to search orders and payments on the dashboard, hover over the Search Orders and Payments search box and click the  button that appears. The search box is added to the dashboard.

8. Click the button to add a pod to the dashboard. The Add Pod dialog appears

  Add Pod Dialog

Do the following:

a. To search the available pods, type part of the pod name in the search box. The relevant pods are filtered in the dialog.
b. Click the  and  buttons to scroll through the list of available pods.
c. Click the pod that you want to add to the dashboard. The selected pod appears on the dashboard.

9. Add more pods to the dashboard, as needed.

10. To change a pod, hover over the pod and click  the button. The Add Pod dialog appears
Click the pod that you want to add to the dashboard. The selected pod appears on the dashboard.

11. To remove a pod, hover over the pod and click the button. The pod is removed from the dashboard.

12. Click the  button to save your changes to the dashboard. Alternatively, click the button to dismiss the dialog without saving your changes to the dashboard.