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How do I access a custom dashboard?

The first procedure in this article explains how you can access a custom dashboard assigned to you. The second procedure explains how to make a custom dashboard the default dashboard that appears when you log in.

How to access a custom dashboard

Once you have assigned a user, go back to the dashboard and refresh your browser.

At the top of the screen, there's a new section that tells you which dashboard is currently displayed (the Standard Dashboard) and there's a down arrow that opens a menu where you can select other dashboards.

Click the down arrow.

Select the custom dashboard you want to use.

Breeze displays the new dashboard. In this example, it's a custom dashboard for Accounts Receivable.

To set a custom dashboard as the default

In the top right-hand corner of the screen, click the down arrow.

From the settings menu, select My Profile.

The My Profile page appears.

Open the Dashboard Settings tab.

Scroll down to the Dashboards section.

Select the Default checkbox for the dashboard you want to appear by default.

Click Save.

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