How To Customise The Dashboard Layout

Created by Help, Modified on Tue, 3 Mar at 8:03 AM by Help

Finzite allows you to customise your dashboard layout to match how you prefer to view your business performance.

To customise your dashboard layout:

  1. Navigate to Reports → Dashboard.

  2. In the bottom-right corner, click the layout panel icon.

  3. Select your preferred Dashboard Layout from the dropdown.

  4. Use the Preview (eye icon) to see how the layout will appear.

  5. Once selected, your dashboard will update accordingly.

  6. You can then drag and drop widgets (if added) to reposition them within the layout.

Customising your layout allows you to prioritise key metrics and create a reporting view that aligns with your operational focus.


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