Selecting portlets for a dashboard

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To select the portlets that appear on a dashboard in Practice CS, follow these steps.

  1. Open the dashboard by clicking the appropriate button on the Practice CS toolbar.
    • Home Dashboard: Home Dashboard button
    • Firm Dashboard: Firm Dashboard button
    • Staff Dashboard: Staff Dashboard button
    • Clients Dashboard: Clients Dashboard button

    Note: You can also open a dashboard by choosing the appropriate command from the View menu, or by clicking the Firm, Staff, or Clients button in the navigation pane and then clicking the Dashboard action icon.

  2. On the dashboard, click the tab where the portlets should be placed.

    Note: For information on adding a new tab, see Adding dashboard views.

  3. Click the Select Portlets link at the top right. The Select Portlets dialog opens.
  4. Mark the checkbox for each portlet that should appear within the selected dashboard view. Clear the checkbox next to portlets that should not appear.
  5. Click OK.

For information on moving and resizing portlets, see Resizing and moving portlets. To learn how to preserve the configuration of a dashboard that you have customized, see Saving dashboard layouts.

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