The Dashboard Layout

For the Dashboard and the topical Overview pages, the layout is divided into several rows and/or sections. The default layout can be configured by Corporate but authorized Net-Chef users will be allowed to define their own layout, for the Dashboard and for each Overview page as well. These users will then have the option to display My Layout or the Corporate Layout.

When editing the layout, users can:

  • Add as many rows as needed.
  • Remove any row except those for “Performance Metrics”, “Today’s Tasks”, and “Recent Transactions”.
  • Add any of the "small" widgets to any row/section.
  • Restore their layout using the default corporate layout.

Configuring The Layout

Users can add rows to the page and select the widgets to be displayed in each row/section. This allows the user to turn each Overview page into a mini Dashboard.

  1. Click Edit Layout.
  2. Click Add New Widgets.
  3. Click Select Layout. A pop-up will open displaying the available widget rows.
  • Single Widget – One widget takes the entire screen width.
  • Two Widgets (1:1) – Each widget takes 1/2 of the screen width.
  • Two Widgets (1:2) – First widget takes 1/3 of the screen width, second widget takes 2/3 of the screen width.
  • Two Widgets (2:1) – First widget takes 2/3 of the screen width, second widget takes 1/3 of the screen width.
  • Three Widgets – Each widget takes 1/3 of the screen width.
  1. Click on the desired widget configuration to select it. Afterward, the pop-up will close and the widget will be added to the bottom of the layout.
  2. If necessary, click on the p (Move Up) or q (Move Down) buttons to the left of the screen to change the position of widget in the layout or click the — (Remove Row) button to remove a widget from the layout.

Note: “Performance Metrics” and “Today’s Tasks” are a required part of any Dashboard layout and cannot be removed. For the topical Overview pages, Recent Transactions also are required and cannot be removed.

  1. If necessary, click Restore Corporate Layout to revert to the default layout.
  2. When ready, click Finish Editing.

  

 

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