Custom Dashboard Basics

How to get a KPI panel on your own Custom Dashboard

Here is how to take either a whole KPI panel or an individual number and place it on your own dashboard page.  You can also fine tune the number for a specific time period (month to date, today, etc) and reproduce that panel so it is by provider.

To start select the horizontal arrow either on the Title heading of the panel or the horizontal popup area by the selected number and select "Add to Home Page".

Then a settings window will open for the options on the time period, display options, and provider choices.  

The default setting will be a total number for the office.  Selecting the drop down menu will enable to just utilize certain providers.  Selecting the "Select KPI item for each Provider" will cause a separate panel to be created on the dashboard for each provider you selected.  

After selecting "Save",  the page will refresh and you will see the name of the new dashboard displayed above the Home dashboard on the upper left of the page.  
Click here for further information on changing the layout and other options of this new page.