How do I customize my view of the Homepage Dashboard?
Adding or removing Dashboard columns
Columns dictate which Event information is visible within a view. To add or remove columns within the Events Dashboard, click the Columns drop-down menu in the upper right. Your column selections will set your default view.
Columns include:
- Team
- Basic Event information
- Location
- Budget
- Custom Fields
- And more
Applying Dashboard filters
Filters dictate which events flow into a view based on the filter criteria. To filter data within the Events Dashboard, simply click the Filters drop-down menu in the upper-right.
Filters include column data such as:
- Date
- Type
- Territory
- Industry
- Custom Fields
- And more
Using bookmarks to save Dashboard views
You can use your browser's built-in bookmarks feature to save views of the Events Dashboard.
Each update you make to filters will edit the page URL, so when you have filters set to a view you would like to save, save it as a bookmark. You can then click the bookmark link to return to that specific view at any time.