Your homepage overview can be customized to your needs. All users will have the same page, but not the same data shown. The data displayed varies depending on the content stored in the platform, and the user’s access rights to the different elements.

This article will cover the following topics:

• How to add a section?
• How to add an item?
• How to manage items and sections?

To edit and modify your homepage display, click on the settings icon in the top-right corner (cogwheel icon).

How to add a section?

A section is a subdivision on the homepage, composed of items. You can use sections to group related items and organize your homepage.

Start by clicking on the settings icon, then on “Edit” in the top-right corner of the page, or on “+ Add a section” at the very bottom-right corner of the page.

Choose the section layout, its structure. The type of item displayed depends on the layout, which is indicated:

• The first layout, 4 small boxes, for Indicators
• The second layout, 2 medium boxes, for Chart, My assigned tasks, Timeline
• The last layout, 1 big box, for Chart, Timeline, Organizational chart

Select the layout of your choice.

How to add an item

After choosing your layout, click on “+ Add an item”. 
 An item corresponds to a type of graph, and depending on the layout chosen the type of graph to be displayed varies:

• The first layout

Select the type of calculation among the following (Entity count, field sum, entity count evolution), the entity’s information you want to display, and finally you can add filters. 

The filters will depend on the chosen entity. You can filter by date, status or according to a custom field created by a portal administrator.

Check the preview on the right to ensure you have the proper indicators.

Here's an example of a first layout graph:

• The second layout

Unlike the first layout, start by choosing the type of graph you want to display:

Chart

Just like the first layout, select the type of calculation (entity values count, Entity count evolution and Transaction per month), and then the entity’s information you wish to display. 

After that, choose how you want to group the information and the type of graph (bar, pie, donut).

Add filters to narrow the information displayed.

Check the preview on the right to ensure you have the proper indicators, you can also modify the name of the graph, by clicking on the edit icon above the preview (pencil icon).

My assigned tasks

For this graph you can add filters and select how many tasks to display (7, 30, 90).

Check the preview at the bottom of the page to ensure you have the proper indicators, you can also modify the name of the graph, by clicking on the edit icon above the preview (pencil icon).

Timeline

The timeline graph will display the timeline. As it simply displays the data, you cannot filter it. However, you can change the graph's name, by clicking on the edit icon above the preview (pencil icon).

Here's an example of a second layout graph:

• The third layout

Start by choosing the type of graph you want to display, Chart, Timeline, Organizational chart.

The chart and timeline graphs will have the same process as explained previously.

The organizational chart has the same process as the timeline; you can only change the graph's name.

Do not forget to save.

Here's an example of a third layout graph:

How to manage items and sections?

Organize the sections and items.

• Manage items

To edit a graph, hover your cursor over the graph and click on “Edit”, modify the graph as needed and save the changes.

Hover over the graph and click on “Remove” to delete the graph.

Note: any deletion is permanent, if a graph is deleted it will have to be created again.

You can drag and drop a graph to move it around. 

Note: you can only move items in the same section. Even if the layout of the sections is similar.

• Manage sections

To move a section further up or down the page, click on the arrows on its left. Display them in the order of your choosing.

To delete a section, click on the trash bin icon on its left. Any deletion is permanent, if a section is deleted you will have to add the section and create the items again.

Do not forget to save your Dashboard!

If you wish to reset the homepage display, click on “Edit” at the top right of the page and select “Reset dashboard”. All the previously created sections and items will be deleted, and the default view will be restored.

Once you leave the edition mode you can export, download or print your charts. Click on the icon of your need on the right of the chart.

• Export: The chart will be downloaded in an Excel file
• Download: The chart will be downloaded as an image (PNG)

The organizational chart

By default, you will have an overview of all the companies and branches. You can zoom in, zoom out and double-click on an element to access the entity’s overview page.